This video walks you through the different user roles available in the Presence platform and how to choose the right one for each member of your team. You'll learn what Admin, Member, and Guest roles allow, plus how Team Lead and Team Member permissions work if your organization uses the Teams feature. By the end, you'll know how to assign roles that keep your account secure while giving each team member the access they need.
What's Covered
- Overview of the three main roles — Introduces Admin, Member, and Guest as the core user roles in the Presence platform.
- Admin role permissions — Covers full platform control, including creating, editing, and deleting content, managing users and permissions, accessing platform settings, and editing all connected websites.
- Who should be an Admin — Explains why this role should be limited to trusted team members like leadership, office managers, or marketing administrators.
- Member role permissions — Details how individual agents can manage their own listings, view assigned leads, update their agent profile, and work with their property websites.
- Member role limitations — Notes that Members cannot edit brand-level websites, manage other agents' content, or access platform settings, and must be linked to an existing agent profile.
- Guest role permissions — Describes view-only access for reviewing platform content without the ability to make edits, ideal for brokers, stakeholders, or collaborators.
- Team-level permissions — Explains how Team Lead and Team Member roles work for organizations using the Teams feature, including subdomain and branding management.
- Best practices for role assignment — Recommends limiting Admin users, assigning most agents the Member role, and using Guest access for view-only needs.