Privileges: Advanced Privileges List

FEEDBACK

• Create: Allows a user to create feedback entries. A user can read and update any record they create.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY feedback entry under a parent record as long as the user has read permission on the parent record
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY feedback entry under a parent record as long as the user has update permission on the parent record
• Read Any: Allows a user to read ANY feedback entry
• Update (All under Parent Record w/Read Permission): Allows a user to update ANY feedback entry under a parent record as long as the user has update permission on the parent record
• Update (All under Parent Record w/Update Permission): Allows a user to update ANY feedback entry under a parent record as long as the user has update permission on the parent record
• Update Any: Allows a user to update ANY feedback entry
• Trash (w/Ownership): Allows a user to trash any feedback entry created by the user
• Trash (Any Feedback Entry under Parent Record w/Update Permission): Allows a user to trash any feedback entry under a parent record as long as the user has update permissions on the parent record
• Trash Any: Allows a user to trash any feedback entry

LEADS

• Create: Allows the user to create leads manually. To assign a lead to a user other than themselves / a member of their team, the user must have the Assign Lead to Anyone privilege.
• Read Completed: Allows the user to view any lead once it has been processed. By default a user can only view leads that are assigned to them or that they can manage (Manage Assigned Leads, Manage Unassigned Leads)
• Assign Lead to Anyone: Allows the user to assign a lead to anyone. By default, user's can only assign leads to themselves or other members in their permission group.
• Manage Assigned Leads: Allows the user to manage (read/update) all leads that are assigned to someone regardless of who they are assigned to and whether they have been processed or not.
• Manage Unassigned Leads: Allows the user to manage (read/update) any leads that haven't yet been assigned to anyone. Users cannot view unassigned leads without this privilege.
• Trash: Allows the user to trash leads as long as they have rights to update / manage the lead.
• Purge: Allows the user to purge leads as long as they have rights to update / manage the lead.
• Archive: Allows the user to archive leads as long as they have rights to update / manage the lead.

LISTING COMMISSIONS

• View Commissions Section: Allows the user to access the commissions tab in the financials section on the listing record
• Manage Commission Worksheets: Allows the user to manage commission worksheets provided they have update rights on the listing record

LISTING CONTRACTS/OFFERS

• Create Contracts: Allows a user to create contracts. A user can always read and update a contract they've created or that is assigned to them. All users can read accepted contracts.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY contract under a listing as long as the user has read permissions on the listing
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY contract under a listing as long as the user has update permissions on the listing
• Read (All under Parent Record w/Ownership): Allows a user to read ANY contract under a listing as long as the user is the listing's current record owner
• Read Any: Allows a user to read all pending contracts under a listing
• Update (All under Parent Record w/Update Permission): Allows a user to update ANY contract under a listing record as long as the user has update permissions on the listing
• Update (All under Parent Record w/Ownership): Allows a user to update ANY contract under a listing record as long as the user is the listing's current record owner
• Update Any: Allows a user to update all pending contracts under a listing
• Purge (w/Ownership): Allows a user to purge an contract provided they created the contract or are one of the agents assigned to the contract.
• Purge Any: Allows a user to purge ANY contract.
• Complete contract conditions from the home page: Allows a user to mark contract conditions as complete from the home page for any contract under a listing they have update permissions for

LISTING HOLDS

• Create: Allows a user to create holds. A user can always read and update a hold they've created or that is assigned to them. All users can read accepted holds.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY hold under a listing as long as the user has read permissions on the listing
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY hold under a listing as long as the user has update permissions on the listing
• Read (All under Parent Record w/Ownership): Allows a user to read ANY hold under a listing as long as the user is the listing's current record owner
• Read Any: Allows a user to read all pending holds under a listing
• Update (All under Parent Record w/Update Permission): Allows a user to update ANY hold under a listing record as long as the user has update permissions on the listing
• Update (All under Parent Record w/Ownership): Allows a user to update ANY hold under a listing record as long as the user is the listing's current record owner
• Update Any: Allows a user to update all pending holds under a listing
• Trash (w/Ownership): Allows a user to trash any hold provided they created the hold or are one of the agents assigned to the hold.
• Trash Any: Allows a user to trash ANY hold.

LISTING INVOICES

• View Invoices Section: Allows the user to access the invoices tab in the financials section on the listings screen and the admin > financials area from the top menu as it relates to transactions and invoices (the user can also export invoice/transaction data from this screen).
• Create Invoices: Allows the user to create invoices provided they have update rights on the listing record, and can access the invoices section.
• Update Invoices: Allows the user to update invoices provided they have update rights on the listing record, and can access the invoices section.
• Void Invoices: Allows the user to void invoices provided they have update rights on the listing record, and can access the invoices section.
• Create Payments / Refunds / Credit Notes: Allows the user to create payments, perform refunds and credit notes provided they have update rights on the listing record.
• Void Payments / Refunds / Credit Notes: Allows the user to void payments, perform refunds and credit notes provided they have update rights on the listing record.

LISTING TRUST LEDGERS

• View Trust Ledgers Section: Allows the user to view the trust tab in the financials section on the listings record
• Create / Initiate Ledgers: Allows the user to open new ledger for listings and remove ledgers with no transactions.
• Receipt Deposits, Make Payments and Close Account: Allows the user receipt deposits, make payments, close accounts provided they have update rights on the listing record
• Manage IBD Accounts: Allows the user to manage ibd accounts provided they have update rights on the listing record
• Add unverified bank details to trust transactions: Allows the user to add unverified bank details to trust transactions
• Mark trust transaction for bank upload: Allows the user to mark trust transaction for bank upload and update bank details on trust transactions

LISTING VPA

• View VPA Section: Allows the user to access the vpa tab in the financials section on the listings screen
• Manage Listing Marketing Schedule: Allows the user to add and remove vpa products from the listing marketing schedule provided they have update rights on the listing record
• Set VPA Budget: Allows the user to set the VPA budget provided they have update rights on the listing record
• Close VPA Account Manually: Allows the user to close a VPA account manually
• Update Product Prices: Allows the user to update product prices from the default prices configured in the admin section
• Update Supplier Reference: Allows the user to update supplier references on vpa line items
• Manage Booking Details: Allows the user to set expected and actual booking dates on vpa items

LISTINGS

• Create: Allows a user to create records in this section
• Read (w/Permission): Allows a user to read a record as long as they have been given permission on the record to do so
• Read Any: Allows a user to read any record regardless of record permissions
• Update (w/Permission): Allows a user to update a record as long as they have been given permission on the record to do so
• Update Any: Allows a user to update any record regardless of record permissions
• Update Permissions (w/Ownership): Allows a user to give other users permissions to access a record and to reassign the record to another owner as long as the user is the record's current owner
• Update Any Permissions: Allows a user to update any permissions regardless of whether or not they are the record owner
• Archive (w/Ownership): Allows a user to archive (mark inactive) a record as long as the user is the current owner of the record
• Archive Any: Allows a user to archive (mark inactive) any record regardless of whether or not they are the record owner
• Manage Images: Allows the user to manage images on a listing (as long as they can otherwise update the record)
• Marketing Overrides: Allows a user to update marketing overrides on a record as long as they have update permissions on the record
• Publish: Allows a user to update publication settings on a record as long as they have update permissions on the record
• Update Publication Channels: Allows a user to update publication channels for a listing as long as they have update permissions on the record
• Update Portal Settings: Allows a user to update portal settings, stop, pause and start individual feeds as long as they have update permissions on the record
• Trigger and Abort Auto Updates: Allows a user to trigger and abort auto updates / match alerts on listings as long as they have update permissions on the record
• Update Listing Custom ID: Allows user to update listing's custom ID that is send to portals as long as they have update permissions on the record
• Update Image Cycling Settings: Allows user to update listing's image cycling settings as long as they have update permissions on the record
• Image Editor: Allows a user to use the image editor for listing images as long as they have the Manage Images privilege
• Delete Keys with History: Allows a user to delete a key with check in/out history, as long as they have update permissions on the listing record

MAIL MERGE

• Allow SMS: Allows the user to send sms's via mail merges. Note that this does not affect automatic match profile updates which all users have rights to send.
• Bulk Email: Allows the user to perform bulk email merges from list views.
• Bulk Sms: Allows the user to perform bulk sms merges from list views.
• Bulk Letter: Allows the user to perform bulk letter merges from list views.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY mail merge under a contact as long as the user has read permissions on the contact
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY mail merge under a contact as long as the user has update permissions on the contact
• Read (All under Parent Record w/Ownership): Allows a user to read ANY mail merge under a contact as long as the user is the contact's current record owner
• Read Any: Allows the user to read ANY mail merge created by other users
• Update (All under Parent Record w/Update Permission): Allows a user to update, delete or resend ANY mail merge under a contact record as long as the user has update permissions on the contact
• Update (All under Parent Record w/Ownership): Allows a user to update, delete or resend ANY mail merge under a contact record as long as the user is the contact's current record owner
• Update Any: Allows the user to update, delete or resend ANY mail merge created by other users

MAP AREAS

• Manage Own Map Areas: Allows a user to save map areas for reuse and edit or delete those map areas
• Share Own Map Areas: Allows a user to share their map areas with other users, user groups or all users
• Manage All Map Areas: Allows a user to manage private and public map areas for all other users in the system

MARKET LEADS

• Manage Own Map Areas: Allows a user to save map areas for reuse and edit or delete those map areas
• Share Own Map Areas: Allows a user to share their map areas with other users, user groups or all users
• Manage All Map Areas: Allows a user to manage private and public map areas for all other users in the system

MASS ACTIONS

• General Mass Actions: Allows the user to perform actions that affect multiple records. Note that all actions are still subject to the user having the required rights on each record that the action is applied to.
• Publication Mass Actions: Allows the user to perform administrative mass publication actions. Note that all actions are still subject to the user having the required rights on each record that the action is applied to.

NOTES

• Create: Allows a user to create notes. The user can read any notes that they create themselves - they will need additional privileges to update.
• Read Any: Allows a user to read ANY note. NB: A user can read notes that they create themselves without this privilege.
• Update (w/Ownership - 72 hrs after creation): Allows a user to update a note that they created - up to 72 hrs after creation
• Update (w/Ownership): Allows a user to update a note that they created - without a time limit
• Update Any (72 hrs after creation): Allows a user to update ANY note - up to 72 hrs after creation
• Update Any: Allows a user to update ANY note - without a time limit
• Trash (w/Ownership - 72 hrs after creation): Allows a user to trash (queue for deletion) any note created by them - up to 72 hrs after creation
• Trash (w/Ownership): Allows a user to trash (queue for deletion) any note created by them
• Trash Any (72 hrs after creation): Allows a user to trash (queue for deletion) any note created by anyone - up to 72 hrs after creation
• Trash Any: Allows a user to trash (queue for deletion) any note created by anyone - without a time limit

ON BEHALF OF USER

• View home page as another user: Allows a user to view the home page as if they were logged in as another user.
• Mail merge on behalf of User: Allows a user to perform a mail merge or send a match email on behalf of another user. When this option is used merge tags in templates are also affected.

PROJECT STAGES

• Create: Allows a user to create records in this section
• Read (w/Permission): Allows a user to read a record as long as they have been given permission on the record to do so
• Read Any: Allows a user to read any record regardless of record permissions
• Update (w/Permission): Allows a user to update a record as long as they have been given permission on the record to do so
• Update Any: Allows a user to update any record regardless of record permissions
• Update Permissions (w/Ownership): Allows a user to give other users permissions to access a record and to reassign the record to another owner as long as the user is the record's current owner
• Update Any Permissions: Allows a user to update any permissions regardless of whether or not they are the record owner
• Trash (w/Ownership): Allows a user to trash (queue for deletion) a record as long as the user is the current owner of the record
• Trash Any: Allows a user to trash (queue for deletion) any record regardless of whether or not they are the record owner

PROJECTS

• Create: Allows a user to create records in this section
• Read (w/Permission): Allows a user to read a record as long as they have been given permission on the record to do so
• Read Any: Allows a user to read any record regardless of record permissions
• Update (w/Permission): 
  Allows a user to update a record as long as they have been given permission on the record to do so
• Update Any: Allows a user to update any record regardless of record permissions
• Update Permissions (w/Ownership): Allows a user to give other users permissions to access a record and to reassign the record to another owner as long as the user is the record's current owner
• Update Any Permissions: Allows a user to update any permissions regardless of whether or not they are the record owner
• Trash (w/Ownership): Allows a user to trash (queue for deletion) a record as long as the user is the current owner of the record
• Trash Any: Allows a user to trash (queue for deletion) any record regardless of whether or not they are the record owner

PROPERTIES

• Create: Allows a user to create records in this section
• Read (w/Permission): Allows a user to read a record as long as they have been given permission on the record to do so
• Read Any: Allows a user to read any record regardless of record permissions
• Update (w/Permission): Allows a user to update a record as long as they have been given permission on the record to do so
• Update Any: Allows a user to update any record regardless of record permissions
• Update Permissions (w/Ownership): Allows a user to give other users permissions to access a record and to reassign the record to another owner as long as the user is the record's current owner
• Update Any Permissions: Allows a user to update any permissions regardless of whether or not they are the record owner
• Archive (w/Ownership): Allows a user to archive (mark inactive) a record as long as the user is the current owner of the record
• Archive Any: Allows a user to archive (mark inactive) any record regardless of whether or not they are the record owner
• Trash (w/Ownership): Allows a user to trash (queue for deletion) a record as long as the user is the current owner of the record
• Trash Any: Allows a user to trash (queue for deletion) any record regardless of whether or not they are the record owner

PROPERTY APPRAISALS

• Create: Allows a user to create an appraisal under any property record. The user can always read / update / archive any appraisal if they created it or if they are one of the appraising agents assigned to the appraisal.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY appraisal under a property as long as the user has read permissions on the property
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY appraisal under a property as long as the user has update permissions on the property
• Read (All under Parent Record w/Ownership): Allows a user to read ANY appraisal under a property as long as the user is the property's current record owner
• Read Any: Allows a user to read ANY appraisal under any property record
• Update & Archive (All under Parent Record w/Update Permission): Allows a user to update & archive ANY appraisal under a property record as long as the user has update permissions on the property
• Update & Archive (All under Parent Record w/Ownership): Allows a user to update & archive ANY appraisal under a property record as long as the user is the property's current record owner
• Update & Archive Any: Allows a user to update & archive ANY appraisal under any property record
• Purge: Allows a user to purge an appraisal if they created the appraisal or are one of the appraising agents assigned to the appraisal.
• Purge Any: Allows a user to purge ANY appraisal.

PROPERTY OABS

• Create: Allows a user to create an oab under any property record. The user can read and update / archive any oab they create.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY oab under a property as long as the user has read permissions on the property
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY oab under a property as long as the user has update permissions on the property
• Read (All under Parent Record w/Ownership): Allows a user to read ANY oab under a property as long as the user is the property's current record owner
• Read Any: Allows a user to read ANY oab under any property record
• Update & Archive (All under Parent Record w/Update Permission): Allows a user to update & archive ANY oab under a property record as long as the user has update permissions on the property
• Update & Archive (All under Parent Record w/Ownership): Allows a user to update & archive ANY oab under a property record as long as the user is the property's current record owner
• Update & Archive Any: Allows a user to update & archive ANY oab under any property record
• Purge (w/Ownership): Allows a user to purge an oab provided they created the oab.
• Purge Any: Allows a user to purge ANY oab.

RECORD DEDUPLICATION

• Combine Records: Allows the user to access the combine records function to combine one or more records together. Note the user will still need the relevant update / trash etc. rights on the records being updated
• Mass Deduplication: Allows the user to access the mass deduplication screen

REFERRALS

• Create: Allow a user to create a referral under any contact or listing record. The user can always read / update / archive any referral if they sent the referral.
• Read (All under Parent Record w/Read Permission): Allows a user to read ANY referral as long as the user has read permissions on either the contact or listings associated with the referral.
• Read (All under Parent Record w/Update Permission): Allows a user to read ANY referral as long as the user has update permissions on either the contact or listings associated with the referral.
• Read (All under Parent Record w/Ownership): Allows a user to read ANY referral as long as the user is the current record owner on either the contact or listings associated with the referral.
• Read Any: Allow a user to read ANY referral.
• Update & Archive (All under Parent Record w/Update Permission): Allows a user to update the status & archive a referral as long as the user has update permission on either the contact or listing associated with the referral.
• Update & Archive (All under Parent Record w/Ownership): Allows a user to update the status & archive a referral as long as the user is the current record owner of either the contact or listing associated with the referral.
• Update & Archive Any: Allow a user to update & archive ANY referral.
• Delete: Allow a user to delete a referral if they created the referral.
• Delete Any: Allow a user to delete ANY referral.

REMINDERS

• Create: Allows a user to create reminders. The user can always read / update / complete any reminder to which they have been assigned
• Read Any: Allows a user to read ANY reminder
• Update Any: Allows a user to update ANY reminder
• Purge: Allows a user to purge reminders as long as the reminder is assigned to them
• Purge Any: Allows a user to permanently delete any reminder

REPORTING CENTER

• General Reports: Allows the user to generate stocklists, OFI lists and listing reports
• Activity and Performance: Allows the user to generate agent activity, performance and KPI reports
• Contract and Commission: Allows the user to generate contract and commission reports
• Advertising, Invoices and Income: Allows the user to generate invoice summaries, advertising and income reports
• Trust: Allows the user to generate trust related reports from the reporting center
• Custom Reports: Allows the user to generate custom reports

SAVED FILTERS

• Manage All Filters: Allows a user to manager private and public filters for all other users in the system and template libraries.

SIGNATURE REQUESTS

• Send Requests: Allows a user to create and send signature requests from any contact or listing record

WORKING HOURS

• Manage Own Working Hours: Allows a user to change their working hours from the defaults set for the organisation

XERO INTEGRATION

• Manage Users: Allows the user to link rex users to xero employees
• Import Payslips: Allows the user to import xero payslips as ledger deductions
• Export Payruns: Allows the user to export payruns to xero

ADMIN ACCOUNT SHARING

• View Account Sharing Settings: Allows the user to access the account sharing section
• Manage Account Sharing: Allows the user to view the manage account sharing section

ADMIN ADVANCED HTML TEMPLATES

• View Templates: Allows a user to view the templates section
• Manage Templates: Allows a user to update, duplicate, add and remove templates created in this account
• Set Active Template: Allows a user to set the active template that will be used when sending emails

ADMIN ADVANCED SETTINGS

• Manage advanced settings: Allows the user to manage all advanced settings including auto update settings, publication defaults and any other settings for which there is no specific privilege

ADMIN APPLICATION & LOCATIONS

• View Applications & Location Sections: Allows the user to access the application and location settings section
• Settings & Locations: Allows the user to invite other accounts to share listings and accept the invitations of other accounts

ADMIN BROCHURE TEMPLATES

• View Template Brochures Section: Allows the user to access the brochure template management section
• Manage Brochure Templates: Allows the user to manage template brochures

ADMIN CAMPAIGN TEMPLATES

• Manage Campaign Templates: Allows a user to manage campaign templates in the advanced settings

ADMIN COMMISSION SETTINGS

• Manage Commission Structures: Allows the user to manage commission structures.
• Manage Default Deductions: Allows the user to manage default / template deductions for the agency.
• Manage Agent Defaults: Allows the user to manage default commission amounts and deductions for agents.

ADMIN CUSTOM FIELDS & TABS

• Manage Custom Fields & Tabs: Allows the user to create and modify existing custom tabs
• Purge Populated Fields and Data: Allows the user to delete custom fields that have been created and have had data populated by users

ADMIN ID VERIFICATION

• Manage ID Verification Settings: Allows a user to manage the ID verification settings.

ADMIN INBOUND FEEDS

• Manage Inbound Feeds: Allows the user to manage inbound feed profiles.
• View Consolidated Logs: Allows the user to view consolidated logs relating to all inbound feeds that have been processed.

ADMIN INTEGRATIONS

• Manage Integrations: Allows the user to connect / disconnect and generally manage 3rd party integration connections.

ADMIN LISTS & TAGS

• Add New Agencies to Value List: Allows the user to add new agencies on the fly in the OAB and Appraisals agency selection dropdowns
• Manage Value Lists: Allows the user to manage value list items (combine, create, rename, remove)
• Manage System Tags: Allows the user to manage system tags (combine, create, rename, remove)
• Manage Relationship Categories: Allows the user to manage relationship categories
• Manage Mailing Lists: Allows the user to manage mailing lists (combine, create, rename, remove)

ADMIN MAP REGIONS

• Manage Account Regions: Allows the user to manage map regions for the account

ADMIN MERGE TEMPLATES

• View Template Merge Section: Allows the user to access the merge template management section
• Manage Merge Templates: Allows the user to manage merge templates

ADMIN NEWSLETTERS

• View Newsletters Section: Allows the user to access the newsletters section
• View Reports: Allows the user to view reports about sends, opens, clicks, unsubscribes
• Create and Update Newsletters: Allows the user to create and prepare newsletters
• Send Newsletters: Allows the user to send newsletters

ADMIN PORTALS

• View Portal Admin Section: Allows the user to access the portal administration section
• Manage Portal Setups: Allows the user to manage portal setups
• View Consolidated Logs: Allows the user to view consolidated logs relating to all outbound feeds that have been processed.

ADMIN RECORD MANAGEMENT

• Trash (View and Restore): Allows the user to restore and purge trashed records.
• Trash (Purge): Allows the user to purge (permanently delete) trashed records

ADMIN REFERRALS

• Manage Referral Categories: Allow a user to manage referral categories
• View Referral Merge Template Section: Allows the user to access the referral merge template management section.
• Manage Referral Merge Templates: Allows the user to manage referral merge templates

ADMIN TEMPLATE RESOURCES

• View Resources: Allows a user to view the template resources section
• Manage Resources: Allows a user to replace, create and remove resources

ADMIN TRACK TEMPLATES

• View Template Tracks Section: Allows the user to access the track template management section
• Manage Tracks: Allows the user to manage activity tracks

ADMIN TRUST

• Print Trust Reports from Report Center: Allows a user to print trust reports from the trust report center
• View Trust Admin Section: Allows a user to view the trust administration screen - allowing viewing of deposits, reconciliations etc.
• Complete Banking Deposit Slips: Allows performing of banking deposits, creation of banking deposit slips and completion of banking deposit slips
• Perform Reconciliations: Allows performing and finalization of reconciliations
• Manual Adjustments during Reconciliations: Allows the addition of manual adjustments during reconciliations
• Manage Trust Accounts: Allows the user to create, update and close trust accounts
• Create & Update Bank Uploads: Allows the user to create and update bank uploads
• Trash Bank Uploads: Allows the user to trash bank uploads

ADMIN USER VALIDATION

• Manage User Validation Rules: Allows the user to create and modify user validation rules

ADMIN USERS, GROUPS & PRIVILEGES

• View User, User Group and Privilege Set Management Section: Allows the user to access the users, user groups, and privilege set management section
• Manage Users: Allows the user to invite and disable users and manage their permissions.
• Manage User Privileges: Allows the user to assign and revoke user roles, user privileges and privilege sets.
• Manage Permission Groups: Allows the user to manage permission groups.
• Manage Privilege Sets: Allows the user to create and modify custom privilege sets.
• Manage User Groups: Allows the user to manage user groups.

ADMIN VPA

• View VPA Admin Section: Allows the user to access the vpa admin section

• Manage Providers: Allows the user to manage product providers

• Manage Product Packs: Allows the user to manage product packs

ADMIN WEBHOOKS / ZAPIER

• Manage Webhooks / Create Zaps: Allows the user to create and modify webhooks, and create Zaps using our Zapier integration

ADMIN WORKFLOWS

• Manage Workflows: Allows the user to create and modify workflowsDebug: Allows the user to debug workflow instances, providing access to workflow logs and other utilities