User Roles

Overview

Managing your team with REM is simple and effective. For that You have to create user roles for team members, set up their accounts, assign specific roles to ensure everyone has the right access after creating account set up dedicated teams to improve organization and streamline management.

By creating Team you can fully manage the permission you to set up lead assignment rules insides Lead Category. New leads can be automatically distributed to team members, notifying everyone so the available member can respond quickly.

You can also control permissions for each team member, deciding which clients they can view. For example, some members can be restricted to view only the clients assigned to them, by setting the User Role.

User Role Introduction

You can create and assign roles for each team member, ensuring clear responsibilities and specific access. Assign permissions to streamline workflows, improve collaboration, and maintain full control over your operations.

These roles help your team stay focused on their tasks without any overlap or confusion. Whether it’s an Admin overseeing the entire system or a Sales Agent managing client interactions, REM ensures effective and organized role-based management.

Manage User Roles through REM App

Create User Role

Create User Role allows you to define and assign specific permissions to Users/Agents, ensuring controlled access and management within the system.

1. Tap the menu in the lower-right corner.
2. Go to User Roles
3. Tap on  + button.
4. Enter the Role Name
5. Select the Permissions you want for this role.
6. Tap Done, and you’re all set!

Edit User Role

Edit User Role enables you to modify existing user permissions, updating access levels and responsibilities as needed.

• Use the Edit option to update the Role Name or Select Permissions.
• Tap Done to save your updates.

Assign Team Role

After setting up customized roles for your team, you can now assign each role to the appropriate team member.

1. Tap the menu in the lower-right corner.
2. Navigate to Users/Agents.
3. Select the user you want to assign the role to.
4. From the profile, tap on Edit option to update the role.
5. Tap Update Agent, and you’re all set!

You can easily assign roles to your team members by following these steps. REM feature helps you to create and assign roles and make team management easier than ever.

Manage User Roles REM Web Portal.

Creating a User Role

Create User Role allows you to define and assign specific permissions to users, ensuring controlled access and management within the system.

1. Click on User Roles in the menu.
2. Tap Add New to create a role.
3. Enter the User Role Name.
4. Select the Permissions you want for this role.
5. Click Add—your new role is successfully created.

Edit User Role

Edit User Role enables you to modify existing user permissions, updating access levels and responsibilities as needed.

1. Click on the User Role you want to modify. Click on the Edit option to update the user role.
2. Edit the role name or permissions.
3. Click Update to save changes.

Assigning a User Role

After setting up customized roles for your team, you can now assign each role to the appropriate team member.

1. Click on Users/Agents.
2. Open the User Profile you want to modify. Click on Edit.
3. From the user Profile, Select the Role for this agent.
4. Click Update. The agent now has all assigned permissions.

You can assign roles to your team members while creating their Users/Agents accounts or by editing their profiles.