Roles and Permissions
Who on your team can see and do what — Director, Advisor, and Staff, in one table.
Every person on your site has one of three roles. The role decides which menus they see and what they can change. This page is the single map; each guide also says who can use it.
The three roles
- Director — runs the firm's site. Sees every menu, all content, and all settings.
- Advisor — works their own book. Sees their own listings, deals, case studies, profile, and leads.
- Staff — helps the office. Prepares drafts and can read the firm's leads, but does not publish.
A Director sets each person's role on the Team screen under Website Settings.
Content
| Menu | Director | Advisor | Staff |
|---|---|---|---|
| Property Listings | All listings | Own listings | Own drafts only |
| Track Record | All deals | Own deals | — |
| Case Studies | All | Own | Own drafts only |
| Team Directory | All profiles | Own profile | — |
| Blog | Yes | — | Drafts only |
| Market Reports | Yes | — | — |
| Markets Served | Yes | — | — |
| Services | Yes | — | — |
| Asset Types | Yes | — | — |
| CRE Glossary | Yes | — | — |
| FAQs | Yes | — | — |
| Testimonials | Yes | — | — |
Leads
| Action | Director | Advisor | Staff |
|---|---|---|---|
| See leads | Firm-wide | Own leads | Firm-wide, read-only |
| Export leads (CSV) | Firm-wide | Own leads | Firm-wide |
| Run lead research | Yes | — | — |
Settings
| Screen | Director | Advisor | Staff |
|---|---|---|---|
| Website Settings (brand, contact, integrations) | Yes | — | — |
| Website Pages | Yes | — | — |
| Modules | Yes | — | — |
| Custom Domain | Yes | — | — |
| AI Connector | Yes | — | — |
| Team | Full | — | Existing members only |
| Custom Scripts | Yes | — | Yes |
| Confidentiality Agreement | Yes | — | — |
Publishing
- Directors publish anything.
- Advisors publish their own listings, profile, deals, and case studies.
- Staff never publish. Their drafts wait for a Director.
Nothing you make goes live until someone with publish rights presses Publish. Market Voice articles are the one exception — they publish on schedule. See Market Voice.
The AI Assistant Connector
Directors connect the connector. Once connected, the assistant can only do what the connecting account can do. Administrator accounts cannot connect. See The AI Assistant Connector.
Good to know
- There is no Users screen. People are added and changed on the Team screen.
- "Own" means work linked to your profile. A Director sees the whole firm.
- Leads cannot be created by hand. They arrive only from your site's forms.
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