Paperless Pipeline

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Add User

User Information
Enter the new user's first name.
Enter new user's last name.
Enter the new user's email address carefully. It will serve as their sign in ID and will be the address where welcome information is sent.
Enter the new user's phone number here.
Choose the most appropriate location for this user. You can still give this user permissions for other locations.
For example: Office Staff or Agent
The password must be at least 5 characters long. The password you choose here is temporary. When this user logs in, we will remind them to choose a different password.
When checked, system generated emails to this location's users will be sent from this user's email address.
Check this box, if this user should receive a daily email with their overdue tasks as well as tasks due soon on their transactions. Recommended.
When checked, this user will be included in the staff recipients section of transaction notes provided they also have permission to view all transactions at the given location. We recommend leaving this checked for admins.
License # and Other Info
Enter this agent's real estate license number.
Additional info, for example the user's fax or secondary contact number.
Enter information not covered by other fields here.

Welcome Email
Send this user a welcome message.
Enter a custom subject line for your welcome email.
Enter a custom message for your welcome email. The user's sign in information will be automatically appended below your message.
Save the above subject line and message as your default welcome message.
Commission Percent, Cap, & Notes, Payable Corp, Start Date
Enter this agent's current commission percent. For example, if this agent's split is 75/25, enter the number 75.

You can always update this value when the agent's commission split percentage changes.
  • Enter a number.
Enter a dollar amount. This should be the dollar amount of this agent's commission paid to brokerage, beyond which this agent's commission split will be increased. Once the agent generates this amount of commission for your company during their current production year, the staff responsible for managing commissions will receive a warning that this agent's commission split threshold has been surpassed.
  • Enter a number.
Enter commission level, rank or other relevant notes for this agent. These notes will be displayed next to this agent when generating commission disbursement authorizations on transactions.
If commission checks should be made payable to this agent's corporate entity instead of to their name, enter the corporate name here. Otherwise, leave blank.
If this user is an agent, enter their start date here. This date will be used in 12-month rolling commission reports.
Date
User Permissions

Grant permissions below to control the specific actions this user may perform in the selected office location.

ToggleAccount-wide Permissions

Transactions

  • Allow this user to download company-wide backups.

    This permission must only be granted to admins and never to agents since it gives the user access to company-wide data including all data within transactions.

    Not suitable for agents
Set location specific permissions for this user.

ToggleAustin, TX

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleBunker Island

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleCanal Lane

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleCDA Town

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleDallas, TX

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleDeletable

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleFes Moines, IA

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleJackson Hole, WY

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleJupiter, FL

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleSan Antonio

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleVladivostok Vladivostok Vladi

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleAustin, Elsewhere [inactive]

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleEaster Island [inactive]

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleOld Pine [inactive]

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own unassigned documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' unassigned documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own unassigned docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.
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