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Set up your team: quick start
Set up your team once, in the right order, and everyone gets the access they need. This page is the short version. Each step links to a detailed guide.
The 5 steps at a glance
- Decide on branches. If you run several offices and want data separated by branch, switch on Branch-level data segmentation in Settings. Single office? Skip this.
- Create your branches (only if you turned branch mode on): Team → Branches → Create.
- Create roles for your office jobs, such as Receptionist or Sales Manager: Team → Roles → Create.
- Add office staff and give each person a role: Team → Admin Users → Create.
- Add field agents: Team → Agents → Create. Share the login, and they sign in to the mobile app.
Tip. Follow the steps in order. Roles and staff can point to branches only if the branches already exist.
Roles versus agents
This is the most common point of confusion. RealtoCRM has two kinds of people, and they are set up differently.
| Office staff | Agents | |
|---|---|---|
| Who they are | Office team: receptionist, sales manager, office manager, accountant | Field team who handle leads and site visits |
| Where they work | The web platform | The RealtoCRM mobile app |
| Where you create them | Team → Admin Users | Team → Agents |
| How access is decided | A role you choose for each person | Agents do not get roles |
| How they sign in | With their account on the web platform | With the email and password you share, in the mobile app |
Note. Roles are for office staff only. You never assign a role to an agent.
What is data scope?
A permission says what someone can do, for example view leads. Data scope says whose records it applies to. Some permissions let you choose one of these:
| Scope | The person can access | Good for |
|---|---|---|
| Their own | Records belonging to them | Roles that should only see their own leads and tasks |
| Their branch's | Records of their branch (needs branch mode) | Branch officers and branch managers |
| Everyone's | Records across the organization | Office staff who coordinate for the whole company |
Note. Permissions and data scope work together. A person needs the action permission, and the scope decides which records it applies to.
Where to next
Start with Enable branches if you run several offices. Otherwise go straight to Create roles.