Standard Users are paid users with the ability to log in and change data in the system. You can customize the standard user with multiple roles and/or permissions. The rate is set at a monthly cost per standard user. In this article, we will go over the standard users.

TABLE OF CONTENTS

Features




User Information

You will be able to input the user information for each user. The options include: adding a picture, phone number, email, address, company/team name, time zone, license numbers, profile picture, & agent logo.



Login Settings

You can change or set the username and password used for login. Additional options include: auto-generating a new password, requiring the user to change the password upon the next login attempt, & emailing the login credentials to the user.



Permissions

Admin Permissions

  • Owner - this permission is automatically given to the user who opened the account. This cannot be changed unless a special request is made to AFrame Support.

  • Power User - this permission gives the user access to all parts of the account (similar to "Owner")


Other Permissions

  • Export - May export Contacts & Transactions

  • Delete - May delete Contacts & Transactions

  • Edit Commissions - May view/edit commission for Transactions

  • Edit Templates - May view/edit/delete Task, Email/Letter, & Contact Templates

  • Access Accounts & Billing - Can add/delete users and modify billing information

  • Isolation - Only allows this user to see their owned Contacts and Transactions.


Learn more on isolation mode by watching our explanation video here.



Roles

You can assign roles to each user which essentially tells AFrame which dropdowns each user should appear in when adding a Transaction. You can add one or more roles to a single standard user.


  • Agent - user may be assigned as the "primary agent" or "co-agent" in a Transaction

  • Assistant - user may be assigned as an "assistant" in a Transaction



Portal/Notifications

  • Portal Access - most likely not needed as they can log in to view the same information plus more. Using their portal would be equal to what the managed agents can see.

  • Email Subscriptions - the 2 options for email summaries are: daily & weekly. You can turn on both, none, or a certain choice. Additionally, the contact dates can be included.

  • Reminders - the 3 options for reminders are: email, text, & app. The app option is regulated from the app's settings.



Relationship Ratings

When creating a contact and giving them a relationship rating owned by this user it will use this auto-prospecting schedule settings per the contact given. This is the rate at which the contact will populate in your prospecting contact list, alerting you that it is time to make a contact touch.

Creating A Standard User


  1. Open the Team Members Page (Admin > Team Members) and select Create Team Member under the standard user tab. Access to this page is limited to Owners and Power Users.


  2. Enter all contact information and settings for the user.


Note: Each user will have their own contact in your database. When editing the contact information of the users, it will open the contact detail page.


Removing User

You have two choices for removing a user: deactivate or delete. We recommend that you deactivate users rather than deleting them.


Deactivate: This will place the user inactive without actually deleting them. This also saves all the data attributed to the user so that reports and statistics remain accurate. For standard users, this will remove them from your monthly billing.

Delete: This completely removes the user from your account. You must assign everything to an "active" user so that data will remain available and accessible in AFrame. This may have adverse effects when you want to run reports and statistics in the future. Instead, we recommend marking the user as "inactive".


You can choose either of the options under Admin > Team Members > Standard Users > User Name.


Application Link: Admin > Team Members