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Agent Manager Permissions
Agent Manager Permissions

See who can do what in the Agent Manager app

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a month ago

Read-Only users can:  

  • View the dashboard

  • View the Agencies list

  • View an agency

  • Add note to an agency

  • Add a new note type

  • View the Agents list

  • View an Agent

  • View the list of available reports

Read-Write users can also: 

  • Add an Agency

  • Edit an Agency

  • Add an Agent

  • Edit an Agent

  • Link an Agent to an Agency

  • Edit a document’s details

  • Delete a document

Note: To add or amend documents, the user must have at least read-write level access to Document Manager

Super Users can also: 

  • View the "Who has Access" tab

  • Delete an Agency

  • Delete an Agent

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