Roles & permissions: who sees and does what, decided once

AvailableIn every workspace, documented here, with its changes listed on its page.

On the broker’s path

The firm

The problem this solves: A new colleague sees every deal of the firm on day one, or sees nothing and asks; who may delete what is a matter of trust.

In short: Access is one page: people, groups and roles as tabs with one search. A colleague gets a ready-made limit in one click — a broker sees only their own contacts and objects, an assistant sees no commission and deletes nothing, a trainee reads — and the effect shows at once. When someone leaves, their contacts, objects, enquiries and deals go to a colleague first.

What you can do

• Give limits that hold. Presets for broker, assistant and trainee; „own records only“ applies to lists, dashboards, notifications and live updates alike.
• Keep money to the owner. „Commissions for the owner only“ with one switch; what the workspace pays is for admins and the owner.
• Invite and remove cleanly. Invitations by link or QR code, valid seven days; removing a member shows what they are responsible for and hands it over, portal connections included.
• Know who did what. The history names a former member as „Former member“ and automatic steps as „System“.

How it works

Rights are rules on records, checked on every read and write, in the app and on the server. A member reads their own rights; only admins and the owner read another member’s.

Limits and notes

• Pets are members too: a pet works under the permissions of its role, never beyond them.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

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

… and 8 older changes.

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