Configure User Permissions or Roles, Including cross-brand

  • There are many different departments within a brokerage, and in the same way, different roles within departments.
  • It’s no different within the Decimal 62 CRM solution: a user is assigned a granular level user-role, which controls the data they can see and edit – from the Compliance Officer to Marketing Manager, customer support through to CEO, all users are catered for.