# Rollen & Rechte: wer was sieht und tut, einmal entschieden

> Einmal festlegen, wer was sieht und tut: Personen, Gruppen und Rollen auf einer Seite, Makler nur mit eigenen Datensätzen, Provision beim Inhaber.

**Status:** Verfügbar — In jedem Arbeitsbereich, hier dokumentiert, mit seinen Änderungen auf seiner Seite.
**Auf dem Weg des Maklers:** Die Firma

**Welches Problem das löst:** Ein neuer Kollege sieht am ersten Tag jeden Deal der Firma, oder nichts und fragt; wer was löschen darf, ist Vertrauenssache.

**Kurz gesagt:** Zugriff ist eine Seite: Personen, Gruppen und Rollen als Reiter mit einer
Suche. Ein Kollege bekommt mit einem Klick eine fertige Grenze — ein Makler sieht nur
eigene Kontakte und Objekte, ein Assistent sieht keine Provision und löscht nichts, ein
Azubi liest —, und die Wirkung zeigt sich sofort. Geht jemand, gehen seine Kontakte,
Objekte, Anfragen und Deals zuerst an einen Kollegen.

## Was Sie damit tun

- **Grenzen setzen, die halten.** Vorlagen für Makler, Assistenz und Azubi; „nur eigene
  Datensätze“ gilt für Listen, Dashboards, Benachrichtigungen und Live-Updates gleichermaßen.
- **Geld beim Inhaber lassen.** „Provisionen nur für den Inhaber“ mit einem Schalter; was
  der Arbeitsbereich zahlt, sehen Admins und Inhaber.
- **Sauber einladen und entfernen.** Einladungen per Link oder QR-Code, sieben Tage gültig;
  das Entfernen eines Mitglieds zeigt, wofür es zuständig ist, und übergibt es,
  Portalverbindungen eingeschlossen.
- **Wissen, wer was tat.** Der Verlauf nennt ein ehemaliges Mitglied „Ehemaliges Mitglied“
  und automatische Schritte „System“.

## So funktioniert es

Rechte sind Regeln an Datensätzen, geprüft bei jedem Lesen und Schreiben, in der App und auf
dem Server. Ein Mitglied liest seine eigenen Rechte; nur Admins und der Inhaber lesen die
eines anderen.

## Grenzen und Hinweise

- Pets sind auch Mitglieder: ein Pet arbeitet unter den Rechten seiner Rolle, nie darüber
  hinaus.

## Neu in dieser Funktion

- App 0.41.0: Removing a team member now shows what they are responsible for and hands it to a colleague, or back to the team, before they go.
- App 0.41.0: Removing a member now also takes their own portal connections with them, and says first which ones and what becomes of their live listings.
- App 0.41.0: A deal's history names someone who has left the team as "Former member" and automatic steps as "System", instead of showing a code.
- App 0.41.0: A broker limited to their own records now sees only their objects in „Objekte“, and the lists say so instead of looking empty.
- Platform 0.26.0: A broker limited to their own records now sees only the enquiries assigned to them.
- Platform 0.26.0: A broker limited to their own records no longer receives colleagues' contacts and properties as live updates.
- App 0.40.3: Access is one page: people, groups and roles as tabs with one search, and a member sees only their own rights.
- Platform 0.25.4: Only a workspace's admins and owner can read another member's rights; a member reads their own.
- App 0.37.6: When a workspace has no groups yet, the groups page now says where to create one.
- App 0.37.3: Turning "Commissions for the owner only" on or off now shows its effect on everyone's access at once, and Refresh shows the current access.
- App 0.37.3: The members page no longer claims for a moment that the workspace has no members while it loads.
- Platform 0.20.4: Access settings now offer only limits that hold, and flag any older rule that should be removed.
- App 0.33.16: Settings are tidier: each question about access and roles now has one clear place to answer it.
- App 0.25.0: Contacts can be grouped by city or advertising consent, so you see at a glance who may receive your newsletter.
- App 0.25.0: On a phone, a colleague's access panel now has one clear close button, and each button says what it does.
- App 0.25.0: Group changes in access settings either take effect or say plainly that they did not go through.
- App 0.25.0: Listings of units in the same building are easy to tell apart, and the list remembers how many rows you like.
- App 0.25.0: A team member's page opens cleanly the first time, even from a link or a bookmark.
- App 0.25.0: Permission changes are previewed in the same plain words as the permission table, so you see exactly what you grant.
- App 0.25.0: The explanation of team roles opens with a tap, so phone and tablet users can read it too.
- App 0.25.0: Role changes reach the access pages as they happen, and your rights update the moment an admin changes your role.
- App 0.25.0: Teams can be renamed or retired right where you manage their permissions, after a clear check of who is affected.
- App 0.25.0: New personal permissions take effect the moment an admin changes them, and the app tells you, no reload needed.
- App 0.24.4: Access levels hold tighter: "Lesen" and "Schreiben" mean exactly what they say, and taking away a role or team asks first.
- App 0.24.4: Roles can be changed from a phone too, including making a colleague admin or handing the workspace to a new owner.
- App 0.24.4: A colleague's page in team settings now speaks about that person and leads straight to their access.
- App 0.24.4: Creating a person asks for role and department once a company is chosen, so everything you enter is kept.
- App 0.24.4: Changes to boards, workspaces and members tell you when they did not go through, and a removed member leaves every open list.
- Platform 0.15.0: Groups and their permissions always show what is really saved, even when a change does not go through.
- Platform 0.15.0: A member's open app picks up changed permissions at once, so the right buttons appear without reloading.
- Platform 0.15.0: Role and rights changes take effect at once in every open app, with no reload needed.
- Platform 0.14.2: Everyone with access to your workspace shows by name and e-mail, so you can see who still belongs.
- Platform 0.14.2: When an admin changes your role, your new rights show up in your open app at once.
- App 0.13.1: The access page names roles in plain German with a short explanation each, and pet roles are no longer offered for people.
- App 0.11.4: Automatic sign-out is adjustable on your profile, and access checks on view-only colleagues are tighter.
- App 0.11.4: Team members get a smoother day: deals stay in the calendar, and only actions they may use are offered.
- App 0.11.1: Board filters stay the way you set them, and grouping by priority or owner applies right away.
- App 0.11.1: The team list shows when each colleague joined, and removing someone explains that their work stays with the team.
- App 0.11.1: Your contact list reads properly on a laptop again, and grouping by company finally looks grouped.
- App 0.11.1: A colleague's workspace role is now set in the team list, where every change really takes effect.

… und 8 ältere Änderungen.

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HTML version: https://docs.capitality.io/de/features/access/ · Language: de