Mortgage Themes Platform Consultation

Platform Roles

User

Default Role
Frontend Platform Access
Limited To Design Customization

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MANAGER

Frontend Platform Access Only
Manage A Team (Become, Invite & Archive Users)

ADMIN

Front And Backend Access
User/Manager Supervision, Interaction & Management

Notes:

User Organization

User groups

Divide users by GROUPS to have exclusive access to categories of DESIGNS only they should see.

offices

Divide users by the physical (or metaphorical!) OFFICE they are part of. There is also an OFFICE MANAGER ROLE who can become users in their office.

teams

(Use the same video of manager's )Assign a TEAM MANAGER to a group of any users (does not need to be teams of people who actually list together, can be any group of users) A TEAM MANAGER can become anyone on their team.

How do you want to set your platform locks?

Default Setup

Customized Options

Default setup

Used By 99% Of Clients | In Meeting 3, you’ll be given user accounts and access to test templates to confirm your lock setup preferences.