Manage who can sign in and which modules each person can open. Management has full access to everything. Admin always has CRM (Private / HDB / Cold), Listings and Lead Tools — grant Dashboard and Commissions as needed. Agent access is granted per-module. Everyone can always open the Enablement Program.
🔔 Notification Settings
Email alerts are OFF by default during testing. Turn on the master switch, then pick which alerts to send. Recipients are configured in the script.
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👥 Team Structure
Mentors and the agents assigned under them. Set a user's mentor when editing them.