Office Administrators can adjust individual user permissions to enable or disable users’ access to certain pages and/or tasks.
To access the permissions for a user, go to Agency Admin > Agents & Users and select the relevant user.
User permission settings can be found in the Tools panel on the Edit User page.
By default, users have full management permissions. By changing the default toggle to Custom, you can turn the following options on or off as required.
| Section | Setting | Details | Agent Default |
|---|---|---|---|
| Ad Copy | Manage | Allows the user to see and edit ad copy for campaigns | On |
| Artwork | Manage | Allows the user to create and edit artwork for an order | On |
| Approve | Allows the user to Approve artwork for an order | Off | |
| Comparables | Manage | Allows the user to add, edit and delete comparable properties for a campaign | On |
| Contacts | Manage | Allows the user to create, edit and delete vendor contacts for a property campaign. Vendors imported from CRM data should not be edited in Realhub. | On |
| Details | Create | Allows the user to create new property campaigns | On |
| Manage | Allows the user to edit / update property campaign details | On | |
| Invoices | Manage | Allows the user to edit and adjust vendor invoices | On |
| Approve | Allows the user to Approve invoices for a vendor | On | |
| Orders | Manage | Allows the user to edit and update orders | On |
| Approve | Allows the user to Confirm orders (sends to Provider) | Off | |
| Delete | Allows the user to Delete orders | On | |
| Require Quote | Forces the user to create a Quote in order to create new orders | Off | |
| Media | Manage | Allows the user to upload, edit and delete photos and floorplans for a campaign | On |
| Publications | Manage | Allows the user access to Publications planner for newspaper and magazine bookings | Off |
| Tasks | Manage | Allows the user to manage order tasks such as signboard installation, removal, clean, repair requests | On |
| Quotes | Manage | Allows the user to create, edit and manage vendor quotes for a campaign | On |
| Approve | Allows the user to Approve vendor quotes | On | |
| Req Authorization | Forces the user to get authorization from an Office Admin or someone in their Finance team | Off | |
| Req Contributions | Contributions covering the quote total must be added before the user can Approve the quote | Off |
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