Business Intelligence Dashboard Updating Role Access

Jenny
Jenny

 

 

  • From your BI Dashboard, go to Owner Panel(gear icon on the left side)

  • Find specific agent and click on Role dropdown


  • Once role is chosen, click confirm

  • Check notification banner at the top right of your screen for action confirmation
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.