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Valuation Suite: Roles, Permissions, and Workflow Guidelines

Updated over a week ago

User Role Permissions in DAS

This guide outlines the roles and permissions within the DAS Valuation Suite, ensuring users have the appropriate level of access to complete their tasks efficiently. The table below details feature access for each user role, helping streamline workflows across different functions.


Feature Access by User Role

Feature

Company Admin

Real Estate

Banker

Valuer

Filters (right-hand side)

✅

✅

✅

✅

Location Tab

✅

✅

✅

✅

Farm / Report Folder

View Only

✅

✅

✅

Sales Tab

View Only

✅

✅

✅

Add New Sales Analysis

View Only

❌

❌ (Viewable Through Sales Analysis Pins)

✅

Approval / Ignore Sales

❌

✅

✅

✅

Build a Custom Farm

❌

✅

✅

✅

One Click Property Report

❌

✅

✅

✅

Create a Property Report

❌

✅

✅

✅

Create an Appraisal Report

❌

❌

❌ (Viewable Through Appraisal Pins)

✅

💡 Note: Each role is designed to ensure the appropriate level of access, balancing usability and security across different user needs.

How to Check Your Role in DAS

You can easily check your user role in DAS by following these steps:

Go to Your Profile Settings

  • Click on your profile icon in the bottom-left corner of the DAS UI.

  • Select Profile Settings from the menu.

View Your Role

  • In the Edit Profile section, your assigned Role will be displayed.

  • You can also edit your name and upload a profile photo from this page.

💡 Note: If you need to change your role or permissions, contact your Company Admin or reach out to our support team via the Chat Help Window or Email us at: customersuccess@dasintel.io.

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