How do I create roles for my team?

In this Article

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.

How do I assign Vendors and Team Members to Roles?

Setting up deal stages and checklists for transaction templates