- Only users with Office Administrator / Group administrator access can assign roles to a user.
- Once logged on to Base, click on the cogwheel top right of the screen
- Then select Settings
- Select Users on the next screen
- Select User, you want to assign role to
- Select the Role
- Go to the bottom of the Account page then Save
Group administrator/ Franchise Management:
- admin access to all offices in group and administration thereof
Office administrator/ Office Manager / Owner:
- update office settings
- create/update/delete users within branch
- access to audit logs of all users within branch
- customize settings for branch (select theme, contact types, contact tags, property types, property tags etc)
- request activation/deactivation sync (limited to his office only)
- access to all listings and full editing within branch (create/update/delete)
- access to all contacts in branch and full editing function
- library access to the office shared documents and his/her own / can also update document library
Standard User/ Agent:
- listing management (create/delete/edit own listings)
- view users listings (from his/her office only)
- contacts (edit own contacts)
- library access to the office shared documents and his/her own
