Privileges, permissions and rights

In order to give you complete control over the capabilities of your users within the system, Rex’s fine-grained permissions system works with three basic principles:

  • Privileges define the capacity of a user to read or write records across the system
  • Permissions work at the individual record level to define whether or not a particular user can read or edit a particular record
  • Rights are the end result of a combination of both privileges and permissions. They define a user’s capacity to read, write or edit individual records

For example; a user might have the privilege to read and write records, but no permission to edit a particular contact record. This would mean that user doesn’t have the ‘right’ to edit that contact record, even if they can edit others in the system.

Rex’s permissions system allows for completely tailored control over what all your users can see and do within the CRM.

Suitable for all office types

Rex comes with three defaults settings. These are designed to cover the vast majority of real estate agencies:

  • Open office: designed to suit agencies that share all their appraisal, listing, contact and other information between staff. All staff members have read and write privileges for the agency’s entire record database
  • Closed office: designed to suit agencies where information is not usually shared between staff. User only have access to read or edit their own records
  • Hybrid office: designed to suit agencies that fall somewhere in-between. Staff can view all information, but can only edit records if they have the appropriate privileges

Of course, once you have decided upon your default, Rex’s privilege sets can be customised. You can perfectly tailor them down to any individual user’s rights on any individual record to suit your agency’s own unique way of doing business.

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Permissions groups

Any users that require the same capabilities in the CRM can be categorised into ‘permissions groups’. This makes it easy to allow them the same privileges. Permissions groups remove the burden of ensuring large numbers of staff have access to the right parts of the software by allowing you to set permissions en mass, without having to individually set privileges and permissions for each user.

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User roles

There are also three distinct user roles:

  • User – Open Office: This enables users to view and edit all records (including records made by other users)
  • User – Hybrid Office: This enables users to view all records in the office – however they are unable to edit any other than their own unless when they have been granted permission to by the record owner or an admin user
  • User – Closed Office: Users are unable to view or edit any records except their own without permission from the record owner or an administrator.

Rex also has two different admin roles:

  • System Admin: System admin users have all available system rights (with the exception of trust accounting management
  • Account owner/Super admin: This role grants the user all available privileges in the system. This role should be used sparingly and is usually reserved exclusively for an agency’s principal.
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Basic and Advanced modes

Rex’s permissions system is infinitely customisable. While you can use the ‘Basic Mode’ straight out of the box and simply apply the default user roles and office type – you can switch to ‘Advanced Mode’ at any time to perfectly tailor your permissions to suit your agency. This can be done down to the individual user and record level.

Many real estate agencies have quite complex office structures, which is why we have included 180 different privileges in the CRM. Agency’s can fine-tune these into their own specific sets, to mould Rex perfectly around their office.

Tasks, tracks, templates – all bases covered