In KW Command, the team rainmaker can now authorize specific permissions to anyone on the team. There are 3 levels of team permissions including one that gives the agent (or admin) full control.
Get Off The Computer and Back In The Field
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To change the permissions for an agent, the rainmaker must be logged into the team account.
- Visit Settings
- choose General Settings
- Team Management
- Find the tab that reads PERMISSIONS
- Use the arrow to drop down to the appropriate settings.
|View Lead Pool||✅||✅||✅|
|Use Team SmartPlans||✅|
|Release a Claimed Lead back to team||✅|
|View All Team Leads and Contacts||✅||✅|
|Mark Any Contact as a Lead||✅||✅|
|Assign Lead/Contact Ownership||✅||✅|
|Edit Contact Info on any lead||✅||✅|
|Add a Team Contact or Lead||✅||✅|
|Message any team contact or lead||✅||✅|
|Archive team leads and contacts||✅||✅|
|View any team members leads||✅||✅|
|Change a team contact to a lead||✅||✅|
|Add team members’ contacts to a smart plan||✅||✅|
|Message members’ contacts||✅||✅|
|Edit Team Smart Plans||✅||✅|
|Delete Team Smart Plans||✅||✅|
|Add Team Contacts to Team Smart Plans||✅||✅|
|Remove Team contacts from Smart plans||✅||✅|
|View Contacts in a SmartPlan||✅||✅|
|Publish a SmartPlan to the KW Library||✅||✅|
|Duplicate a Smartplan||✅||✅|
|Create or Edit a SmartPlan||✅||✅|
|Add a SmartPlan to the Teams List||✅||✅|
|Manage Team Permissions||✅|
|Turn On/Off Command Accounts ⚠️||✅|
|Request Updates to the Team Roster||✅|
|Add/Delete Guest user (Virtual Assistants)||✅|
|Manage Team Tags, Fields, Lead Sources||✅|
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