Integrations may expose functionality beyond what's considered normal for regular Agent use. For example, the CoreLogic and Price Finder Integrations provide mass import functions, allowing users to create a large number of Properties at once. While this functionality is immensely helpful for creating records initially - provided a user is granted access to the import functionality - it then becomes possible for that user to create and overwrite Properties already existing in Rex. That's why, by default, no users have access to these additional permissions - they must be specifically granted by the administrator managing the integration.
Once an integration has been activated, all the basic functionality provided is accessible by anyone unless restrictions are applied. Without restrictions applied, an Agent can supply their Third Party Integration credentials and access features provided by the integration.
Once an integration has been Restricted, it can only be accessed by those users who've been granted access, regardless of whether the Agent has supplied third party credentials or not.
Restricting user access in Integration:
- Go to Admin > Integrations
- If you haven't enabled the integration you wish to set up, do so from here. For more info, see - Managing Integrations: Activation & Management of Third Party Integrations
- Click Edit on the integration under Activated Third Party Extensions
- At the top of the window, click Restrict Access
- A confirmation dialog will be displayed. Click 'Confirm' to continue
After you've done this, all users will have no access to use the extenstion, so you'll need to choose which users you'll allow access to.
- Hover over the Agent you want to give access
- Click the drop down button
- Choose Allow Access - if they already have acccess and you want to remove, just choose Remove Access
If you want to remove the restrictions, click Remove Access Restrictions to reset to default access.