Different roles in your agency require a similar set of authorisation profiles in your Optima-CRM. Several roles exist and you can assign them as you see best fit. There is for example an Agency Admin role which is the role highest level of authorisations and is for someone you can absolutely trust. This role allows to do pretty much anything in the system, including creating new users and configuring your CRM solution to the finest details.
Managers can manage their teams of Agents. This is particularly interesting for Leads Management and to follow up the activities of the Agents reporting to the Manager.
Agent roles focus on mainly their own listings, whereas for example no private data of owners for which they did not list the property, are accessible by the Agent. This is merely an example of the restrictions applied to Agents roles.
Furthermore there are Occasional User roles which are basically for employees who do not need to create records such as Projects, Properties, Owners or Accounts, but need to be able to consult and manage their calendars.
Then several other roles exist to handle specific tasks, such as manager holiday rentals, telemarketing, sales, etc.
Modules such as holiday rentals involve external resources (maintenance, cleaners, etc) for which also limited roles exist so that you can have them update your CRM system in real-time when out and about, using their mobile devices.
With further development of new functions of Optima-CRM, new roles are added to be flexible and adapt to the real-life situation of your agency. As requirements come up, we review the impact on the usability of the system and decide whether to expand into new roles or adapt existing ones.