Product Ideas Portal
Useful because we need to protect the privacy of our staff while giving them the power to find their own recruits without an admin having to assign those unclaimed prospects
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Jobs To Be Done
Customizability within staff restrictions. We would like the ability to restrict staff from seeing what other staff members are doing but still provide staff the ability to search for recruits without an owner |
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Pain
Need a certain level of privacy for what staff members are doing but freedom to search for recruits that are not assigned |
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
Brokerkit just released a significant feature update enhancing administrative control for users managing multiple offices. This update focuses on improved privacy and efficiency in staff roles and permissions.
Highlights of the New Feature:
Enhanced Staff Role Access: Admin users can now set specific permissions for staff, controlling their access to contacts in both recruiting and retention areas.
Intuitive UI Changes: The update includes a new interface in Account Settings with dropdowns to easily manage staff access.
Selective Visibility for Staff: Options include access to 'All contacts', 'Only assigned contacts', or 'Unassigned contacts'.
Automated 'Owner' Assignment: For new contact records, the 'Owner' field automatically defaults to the current user.
Refined Contact Filtering: Staff can filter contacts based on their assignments - 'My', 'All', or 'My+Unassigned'.
This update reinforces Brokerkit’s commitment to providing secure, efficient tools for real estate brokers managing expansive operations.
Please see a video demonstration here:
Richard, thanks for logging this idea.
Would the following 2 changes address the need?
A new selector in the Account Settings page called "Restrict staff role access to unassigned Recruiting contacts" where it would toggle whether a staff role user would have access to unassigned contacts.
Update the existing selector in the Account Settings page called "Restrict staff role access to assigned Recruiting contacts" to only impact recruiting leads with an assigned owner (assigned to them or someone else).