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Realync User Roles and Permissions

Realync has three user roles — Agent, Manager, and Corp — and each one controls what you can create, share, approve, and manage.

Agents work hands-on at a single active property, Managers oversee their assigned properties, and Corp users have visibility across every property in the company.

Use the matrix below for a quick answer, then check the details section for the exceptions that matter most, including how Basic and Lite property types limit Agent features.

**Yes means the role has the permission. Limited means the role has it with restrictions, explained in the details below. No means the role does not have it.

Capability

Agent

Manager

Corporate

Create videos

Limited — not on Basic properties

Limited — company level only

Limited — company level only

Conduct live tours

Yes

No

No

Edit videos

Limited — not on Basic; web editing requires cross-device editing

Limited — company-level content, mobile only

Limited — company-level content, mobile only

Approve videos

Limited — if set as approver for their property

Limited — if set as approver for their property

Yes — property or company-wide approver

Set an approver

Yes — property level

Yes — property level

Yes — property or company level

Create and manage users

No

Limited — Agents on assigned properties

Limited — Agents and Managers on all properties

View activity

Limited — hidden on Basic properties

Yes

Yes

Access multiple properties

Limited — one active property at a time

Yes — assigned properties via Media tab

Yes — all company properties via Media tab

View requested Studio videos

Limited — view status only

Yes — view and request for assigned properties

Yes — view and request for all properties

Create share links

Limited — static link only on Basic properties

Yes — assigned properties via Media tab

Yes — all properties via Media tab

Analytics and reporting

Limited — active property only

Yes — assigned properties

Yes — all company properties

Details by capability

Create videos

  • Agent: Can create videos for their property, unless the property is a Basic type.

  • Manager: Can create videos only at the company level.

  • Corp: Can create videos at the company level only.

  • Company-level media can be moved or copied into a property.

Conduct live tours

  • Agent: Can conduct live tours.

  • Manager: Cannot conduct live tours.

  • Corp: Cannot conduct live tours.

Edit videos

  • Agent: Can edit videos, unless the property is a Basic type. Editing on the web requires cross-device video editing to be enabled for the property. If it isn't enabled, editing is available only on mobile.

  • Manager: Can edit company-level content only, and only on mobile. Cross-device video editing on the web is a property-level setting, so it doesn't apply to company-level content.

  • Corp: Same as Manager — company-level content only, on mobile only.

Approve videos

  • Agent: Can approve videos when selected as an approver for their property.

  • Manager: Can approve videos when selected as an approver for their property.

  • Corp: Can approve videos when selected as an approver for a property, or can be set as the approver for the whole company.

Create and manage users and their properties

  • Agent: Cannot create or manage users.

  • Manager: Can create and manage Agents for their assigned properties only. Cannot change a user's role.

  • Corp: Can create and manage Agents and Managers for every property in the company. Cannot edit or manage other Corp accounts.

View Activity:
Every role can see all activity for prospects connected to their own account.

  • Agent: Can view activity, unless the property is a Basic type — then the Activity tab is hidden.

  • Manager: Can view activity.

  • Corp: Can view activity.

Access multiple properties

  • Agent: Can be assigned to multiple properties, but only one property can be active at a time.

  • Manager: Can access multiple properties and view content for all available properties from the Media tab.

  • Corp: Can access every property in the company and view all property content from the Media tab.

View requested Studio videos

  • Agent: Can see on the Unit status that a Studio video was requested, but cannot request Studio videos.

  • Manager: Can see requested Studio videos on the Unit status and request Studio videos for properties they can access.

  • Corp: Can see requested Studio videos on the Unit status and request Studio videos for any property in the company.

Create share links

  • Agent: Can create share links. On Basic properties, prospect links aren't available — Agents can only share an untraceable static link.

  • Manager: Can create share links from the Media tab for properties they can access. Company media can also be shared, but only with an untraceable static link.

  • Corp: Can create share links from the Media tab for every property in the company. Company media can also be shared, but only with an untraceable static link.

Analytics and reporting

  • Agent: Can view analytics for their current active property only. Some options may be hidden on Basic or Lite properties.

  • Manager: Can view analytics for properties they have access to.

  • Corp: Can view analytics for every property in the company.


Basic and Lite property limitations

Property type changes what Agents can do. These limits apply to Agents working at a Basic or Lite property.

Feature

Basic property

Lite property

Create videos

Not available

Available

Edit videos

Not available

Available

Activity tab

Hidden

Available

Share links

Static, untraceable link only — no prospect links

Available

Analytics and reporting

Some options hidden

Some options hidden


Frequently asked questions

Why can't a Manager or Corp user edit videos on the web? Cross-device video editing is a property-level setting. Managers and Corp users edit company-level content, so web editing doesn't apply to them — they can edit on the Realync mobile app.

Can company-level videos be used at a property? Yes. You can move or copy company-level media into any property.

Why can't an Agent see the Activity tab? The Activity tab is hidden when the Agent's active property is Basic.

Why does an Agent only see one property at a time? Agents can be assigned to more than one property, but only one property can be active at a time. Switch the active property to work in another one.

Can a Corp user manage other Corp accounts? No. Corp users can create and manage Agents and Managers, but not other Corp accounts. Contact Realync Support for changes to Corp accounts.

If you have any questions, please visit our Help Center or send us an email at Support@realync.com.

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