As a Network Administrator, you will be tasked with establishing new Logins for a given user, and then establishing their level of access through ‘User Groups’. This will define the sections of the system they can access by hiding various menu items. The following is a list of typical roles you would find within an organization, and the suggested level of access. Many Clients have established multiple fictitious contacts as templates based on the various roles. When they need to add a new user, they simply use the ‘Copy This User’ functionality to quickly establish the new users rights.
The lists contained in this document are all of the modules available. Based on your systems configuration, you may not see all of the options listed.
To see a list of detail definitions for each of the User Groups listed, try this article.
Login Levels | Agent or Assistant | Admin (power user, system support, Research) | Local Office Accounting user | CFO / Controller | Senior Executive | Network Administrator | Client or other External Users |
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User Groups | Agent or Assistant | Admin (Power User, System Support, Research) | Local Office Accounting | CFO/Controller | Senior Executive | Network Administrator | Client or other External Users |
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External |
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Internal |
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Network Administrator |
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Accounting: AccountTransactions |
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Accounting: Admin |
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Accounting: Edit Key Dates |
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API: User |
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Asset: Admin |
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Asset: User |
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Assignment: Edit/Delete |
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Assignment: New |
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Assignment: User |
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Assignment: View |
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Buyer Prospects: New |
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Buyer Prospects: User |
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Comps: Update Selected |
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Contact: Admin |
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Contact: Dedup |
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Contact: Investment Profile |
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Contact: New |
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Contact: Update Selected |
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CTS: Admin |
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CTS: Admin Approval |
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CTS: Annuity Setup |
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CTS: Billing Schedule |
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CTS: Copy Deal |
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CTS: Deal Share |
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CTS: Expense Input |
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CTS: Fee Calc Matrix |
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CTS: Invoices |
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CTS: Link Project |
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CTS: New |
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CTS: Payment |
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CTS: Split Worksheet |
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CTS: User |
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Export: Communications |
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Export: Comps |
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Export: Contact |
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Export: Listing |
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Export: Property |
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Export: Tenant/Lease Expiration |
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Finance: Admin |
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Finance: New |
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Finance: View |
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Group: Admin |
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HR: Admin |
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HR: Compensation |
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Listing: Admin |
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Listing: Edit Delete |
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Listing: New |
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Listing: Update Selected |
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Login: Admin |
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Login: New |
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LoopNet Import: Admin |
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LoopNet Import:User |
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Marketing:Admin |
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Marketing:User |
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Need:New |
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Needs:User |
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Offers:Admin |
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Offers:New |
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Offers:User |
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Offers:View |
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Project:Admin |
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Project:New |
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Projects: User |
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Property: Admin |
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Property: Dedupe |
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Property: New |
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Property: Sustainability |
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Property: Update Selected |
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Prospect Deals: New |
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Prospect Deals: User |
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Sign: Admin |
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Sign: New |
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Sign: View |
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Stacking: Admin |
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Stacking: User |
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Statistics: Admin |
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Statistics: Edit |
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Statistics: View |
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System: Admin |
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Welcome: Admin |
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