Using Security Roles

Getting started
From your Home screen, click on the My Account button and select ‘Control Centre’, then ‘Configuration’.
From the Tabs menu, select ‘Security Roles’.

Security Roles
To start using ’Security Roles’ Click on ‘Add Role’ to add a new security role to the CRM. Give the Role a name and click the save icon.

Once the role has been created the settings for the role need to be set. There are numerous settings that can be set. There are 2 main types of permissions;
• Access, which restricts the tabs that users see when they access a screen e.g. Inspections tab in a Property Record.
• Permissions, disables features such as Log Call, Warning, Prospect. Permissions can also remove the ability to produce reports and archive properties. restricts the users ability to edit information, also gives the option to make certain fields a required field.

For this example we will use Lettings Property options. Clicking on Lettings option, then Property. This will show a list of options that can be restricted.

Turning these options to ‘OFF’ removes the option for the users allocated that role to use that feature. Continue working through the lists to disable the options you don’t want users to have access to.

In this example, Checklist, Appraisals and Inspections Tabs are disabled. These tabs are not visible to the user once the Security Role is applied to their account.

Once you have completed setting the options for your ‘Security Roles’ the roles need to be allocated to users individually.

Applying Roles to Users

To apply the Security Roles to user, in the Left Nav, select ‘Control Centre’ then ‘Users’. Ensure ‘Employees’ option is selected.

Once in the Users screen select the User you wish to apply the ‘Security Role’ to by clicking into the box to the left of the name, then click the 3 dot menu.

In the 3 dot menu select ‘View/Edit User’.

In the ‘Edit User’ screen, find the Security Role field and click on the box, choose the ‘Security Role’ to apply from the drop down menu and click ‘Save’.

Removing Roles from Users

To remove a role from a user, set a replacement role or delete the applied role.

User Log in Restrictions

‘User Log In’ restrictions allow user access to iamproperty CRM to be restricted to specific days, hours and from a particular IP address.

To do this, from the My Account option, select ‘Control Centre’ and scroll down to ‘User Log In’ in this screen click on ‘Users’ then View/Edit next to the User you want to apply the restrictions to.

In the ‘Access Restrictions’ screen, set the days you want to allow access to iamproperty CRM by selecting the days in the ‘Weekdays’ field. Then set the hours between which the user can have access and the IP address the User can access iamproperty CRM from.
Once complete click on the + icon to set the restrictions.