🔐 Understanding User Roles

Which User Roles are right for my Team Members and I?

There are 5 different user roles – read below to understand the differences. All company accounts must have one person with administrator privileges.

This role has complete access to your account. They can view all files, financials, and edit company details. They can also be assigned to appraisals. This is also the default role for the person who registered the company.
Administrator roles have access to all files and company details. However, this account won’t show up in appraisal assignment lists or appraiser statistics.
Assistant roles have access to all files and company details, except but cannot access the Analytics section. Appraisals can’t be assigned to Assistants.
Appraiser accounts have access only to the files that were assigned to them, or where they have been assigned as a reviewer. They cannot view other appraiser’s files or company financials.
Restricted appraisers have access only to the files that were assigned to them. They cannot add new appraisals or view pricing, analytics, clients or comparables.

Adding a Team Member

Team members can be added by navigating to My Account, then clicking on the Manage Team tab. Click on the Add User button on the right. Fill out your member info (First Name, Last Name & E-mail), and select their Role from the dropdown list. Click Add Member, and they’ll be sent an e-mail to confirm their account, and be added to your team. That’s all there is to it!

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