Wednesday, October 29, 2014

OMS Quicktips: configure individual agent access

With the OMS you can provide 24/7 online access for all your agents. For each agent profile, you can control access right to listings and contacts.

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When you edit a user account you can choose from various access levels.

This includes read only access where the user can only view listings, contacts etc. A personal (limited) profile allows the agent to only view and edit their own listings, while the personal (full) profile provides access to all office listings although the agent can only edit their own listings. Go up to administrator level and those users will have full control over all listings, contacts and setup functions.

Simply choose the access level for each agent, hover your mouse over the help section for a breakdown of access rights:

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Access levels are further extended to a group admin level for franchise groups, where those users can have group wide setup access including setup of new offices and can draw group wide statistics per office or agent.

Example of group wide access to performance reports for group administrators:

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Example of group wide access to referrals for group administrators:

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Group wide access for group administrator to configure the shared document library for all offices and agents:

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The OMS also features a full audit trail that office administrator can access. It logs everything including who logged on to the OMS, properties added or deleted, contacts added or updated etc.

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