Roles and permissions

Membership roles, flags, and brokerage scoping.

Scoping

Access comes from activeBrokerageIds(session): the selected activeBrokerage, or the one live membership. A user with two live memberships and no selection sees nothing.

Membership roles

owner, admin, team_lead, agent, coordinator, analyst.

Flags

FlagAllows
canAccessDashboardDashboard sign-in
canManageListingsListings and media
canManageLeadsLeads and routing
canManageShowingsShowings
canManageDealsPipeline, commissions, records
canManagePeopleMembers, teams, all records
canManageRolesRoles
canViewReportsReports
canManageOnboardingSetup
canSeeOtherPeople, canEditOtherPeopleOther users

Edit roles on /dashboard/roles. The first user gets Admin with every flag. Storefront customers have an activeBrokerage and no membership.

On this page