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.