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User Permissions

User permissions allow Office Administrators to control what team members can see and do within Realhub. These settings can be configured manually for each individual, or managed via Brand User Profiles if your brand has this feature enabled.

How to access User Permissions

  1. Go to Agency Admin > Agents & Users.

  2. Select the specific user you wish to manage.

  3. In the Tools menu on the right-hand side, click User Permissions.


Configuring Permissions

If your brand does not use customer user permission profiles, or if a user requires a unique setup, ensure the Use Brand Profile toggle is set to No. You can then manually switch each permission to On or Off.

Permissions are split into two categories:

  • Property: Controls access for listing and marketing campaigns.

  • Agency: Controls access for the office's own marketing and branding campaigns.

You can toggle the permissions on or off for each of the following as required for the selected user.

If your brand has created permissions user profiles, see below for more information on how to apply.

Section

Setting

Details

Agent Default

Ad Copy

Manage

Allows the user to see and edit ad copy for campaigns

On
​

Artwork

Manage

Allows the user to create and edit artwork for an order
​

On
​

Approve

Allows the user to Approve artwork for an order

Off

Comparables

Manage

Allows the user to add, edit and delete comparable properties for a campaign

On

Contacts

Manage

Allows the user to create, edit and delete vendor contacts for a property campaign. Vendors imported from CRM data should not be edited in Realhub.

On
​

Details

Create

Allows the user to create new property campaigns

On

Manage

Allows the user to edit / update property campaign details

On

Invoices

Manage

Allows the user to edit and adjust vendor invoices

On

Approve

Allows the user to Approve invoices for a vendor

On

Media Selection

Manage

Allows the user to edit / update media selection

On

Orders

Manage

Allows the user to edit and update orders

On

Approve

Allows the user to Confirm orders (sends to Provider)

Off

Unapprove

Allows the user to Unapprove orders

Off

Delete

Allows the user to Delete orders

On

Require Quote

Forces the user to create a Quote in order to create new orders

Off

Override Order Total

Allows the user to Override the total price of orders

Off

Photos & Plans

Manage

Allows the user to upload, edit and delete photos and floorplans for a campaign

On

Publications

Manage

Allows the user access to Publications planner for newspaper and magazine bookings

Off

Tasks

Manage

Allows the user to manage order tasks such as signboard installation, removal, clean, repair requests

On

Quotes

Manage

Allows the user to create, edit and manage vendor quotes for a campaign

On
​
​

Approve

Allows the user to Approve vendor quotes

On

Req Authorization

Forces the user to get authorization from an Office Admin or someone in their Finance team

Off

Req Contributions

Contributions covering the quote total must be added before the user can Approve the quote

Off


Using Brand User Profiles

If your brand has pre-configured user permissions profiles, you can use these to quickly apply a standard set of permissions based on the user's role (e.g., "Sales Agent" or "Marketing Admin").

  1. Switch the Use Brand Profile toggle to Yes.

  2. Select either the Property or Agency tab.

  3. Choose the appropriate profile from the Brand Profile dropdown menu.

  4. Click Save.

Note: If you do not see any profiles in the dropdown and would like to use this feature, please contact your Brand Administrator.

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