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 full access to all parts of the account (same as "Owner")


Note: The Team Stats view on the dashboard's Stats Widget is only visible to users with admin permissions.



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 Attachment, Task, Email, & Field Definition Templates

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

  • Isolation - Only view/edit owned Contacts and Transactions they are assigned to

 

Related Articles: FAQ :: Isolation Mode, Templates



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 both roles to a single standard user.


  • Agent - user may be assigned as the Primary Agent or Co-Agent in a transaction

  • TC/Assistant - user may be assigned as one of the two TC/Assistants 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.


Related Articles: Reminders, Daily/Weekly Summary Emails, Agent Portal



Relationship Ratings

When creating a contact and giving them a relationship rating owned by this user, it will use the 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.


Related Articles: Prospecting

Creating A Standard User


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

    Open in AFrame: Admin > Team Members


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



Tip: Each team member will have their own contact in your database. When editing the contact information of the team member, it will open the contact detail page.

Removing User

You have two choices for removing a team member: deactivate or delete. We recommend that you deactivate team members rather than delete them.


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

Delete: This completely removes the team member from your account. You must assign everything to an "active" team member 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, as it will reassign tasks, transactions, contact ownership, and item completion tracking to the new team member profile. Instead, we recommend marking the team member as "inactive" to keep the data accurate.



Open in AFrame: Admin > Team Members
Need help? We're here for you! Email us at Support@AFrameSoftware.com or use the ? icon in the top right of your AFrame account to submit a help request form.