- Creating Roles on Deals
- Adding Default Users to Roles
- How do I make a role deal specific?
Setting Up Roles for Deals
Create roles for any important members of your team to easily assign certain tasks on each transaction or send communication to important parties.
- Visit Settings > Roles
- Add or edit existing roles to include important participants in your process
Default Roles:
Users can be set as the default for a specific job to eliminate the need to assign them to their role on every deal. For example, if the transaction coordinator or client care coordinator is the same on every file, simply assign your team's default user to that role.
Setting Roles by Deal Type
Some roles may only apply to a specific deal type. For example, you may not want to assign a photographer or sign installer to a buying transaction.
To configure the role for specific deal types
- Visit Settings> Rolews
- Click to edit the Role
- Select the Advanced tab
- Uncheck/deselect any deal types the role should not appear on.
