Effectively managing users and access in RealNex ensures the right team members have appropriate permissions across their RealNex Account. Proper configuration streamlines brokerage collaboration, protects sensitive Commercial Real Estate data, and leverages RealNex’s integrated architecture for efficient workflows throughout your organization. Let’s explore the essentials for setting up and controlling user roles in your RealNex environment.
Understanding RealNex User Roles
RealNex supports role-based access suited to Commercial Real Estate teams. Roles include Admin, Manager, Agent/Broker, and Collaborator. Each role provides a unique set of permissions, from managing organizational settings to restricting access to sensitive CRM data, ensuring flexibility and security whether you’re boutique or an enterprise firm.
How to Add a New User
Navigate to Subscription / User Management
- Log in as an Administrator and use the Apps Nav Menu to navigate to "Account Account".
- Locate your subscription under the "Subscriptions" tab
- Click the 'View Details' Actions button
Add New User to your Subscription
- Click "Assign User" and enter their account Email Address
- Click ‘Add User’ and enter contact details.
- Assign the appropriate user role (Admin, Manager, Agent/Broker, Collaborator).
- Set access levels for MarketEdge, CRM, MarketPlace, and other modules as needed.
Customizing Permissions by Role
Admins can fine-tune access for users, controlling visibility of deals, properties, project data, and marketing collateral. Customization could look like:
- Delegate approval rights for CRM records and deals.
- Enable or restrict data import/export functions.
- Define access for MarketEdge, Transaction Manager, and MarketPlace modules.
Reviewing and Auditing User Access
Regular audits within RealNex are essential for data security and compliance. Admins should schedule periodic reviews to:
- Review current user list and roles for accuracy.
- Adjust access for onboarding or department changes.
- Revoke permissions from former employees immediately.
Guide Me Walk-Thru
From the Guide Me Library, expand "How to Setup your Account" to access the "Subscription Management" walkthrough for in-product guidance.
Conclusion: Empower Your Team While Protecting Data
With tailored roles and thoughtful access management, RealNex lets Commercial Real Estate teams collaborate efficiently while safeguarding firm-sensitive information. Routine access reviews and permission updates support business growth and maintain data integrity, enabling you to maximize the value of your all-in-one solution.