📋 Overview

The Roles Management section is a critical security and administrative module designed specifically for administrative departments and real estate company managers to control user access, permissions, and organizational hierarchy. This comprehensive system enables the creation and management of custom roles with specific permissions and access levels to ensure users only access features relevant to their responsibilities.

The role-based access control system operates on a hierarchical tree structure where each person reports to someone higher in the organization, and each person can only control those below them in the hierarchy, ensuring proper organizational command and data security.

📊 Roles Management Table

When you access the Roles section, you'll find a comprehensive table displaying all existing roles in the system, providing complete visibility of your organizational role structure and hierarchy.

Roles Management Table - Complete Overview of System Roles

➕ Creating New Roles

The ADD NEW button located above the roles table allows you to create new roles with custom permissions and organizational positioning. The role creation interface provides comprehensive configuration options for complete role customization.

Role Creation Interface - Complete Configuration Options

🔒 Permissions Configuration

The permissions section is the core of role configuration, allowing you to grant specific access rights and capabilities to users. Permissions are organized by functional departments, each containing relevant access controls for their respective operations.

📚 Detailed Permissions Reference

This comprehensive reference guide details every permission available in each category. Understanding these permissions is crucial for creating precise role configurations that match your organizational needs and security requirements.

      
👥 Roles & Users Permissions
🔐 Role Management
Select All: Full control to add, delete, and edit any account or role, view all user, SMS, and email logs, and access the dashboard (other permissions required for more features)
Display Role Listing: View all roles in the system, but cannot add, edit, or delete roles
Create Role: View all roles and add new ones, but cannot edit or delete roles
Edit Role: View and edit existing roles, but cannot add or delete roles
Delete Role: View and delete roles, but cannot add or edit roles
👤 User Management
View Users: View all users in the system
Create Users: View all users and add new user accounts
Show User Profile: View user profile details only
Edit User Profile: Edit all user profile information, but cannot delete
Delete Users: Delete user accounts, but cannot edit
Block Users: Block user accounts
📊 System Monitoring
Dashboard: View the dashboard, limited to your access permissions
Display Totals in Units List: View all units and total space for all projects (cannot edit)
Users Logs: View all user activity logs
SMS Logs: View all SMS history in the system
Email Logs: View all email history in the system
⚙️ Settings & Setup Permissions
🛠️ System Configuration
Select All: Full access to all settings and setup options, including all permissions in this tab
Settings: Activate and update all system settings
General Settings: Modify general system settings
Marketing Settings: (Not available now)
Sales Settings: Access and modify the Sales Settings module
Inventory Settings: Access and modify inventory settings
Brokers Settings: Modify broker settings, add contracts, control new broker status
Finance Settings: Access and modify all finance settings
SMS Settings: Access and modify all SMS settings
📋 Data Management
Manage States: Add, edit, and delete lead or unit states
Manage Form Fields: Add custom fields to forms as needed
Manage Fragments: Add and edit button names in the system
Manage Rotation: Add and edit all rotation conditions
Manage Global Contracts: Modify and add company contracts
List Facebook Integration: Control Facebook integration (only one user can edit)
📤 Import/Export Operations
Inventory Uploads: Upload complete projects, resale units, or old data via template
Upload Brokers: Upload a list of brokers to work with
Upload For Assign: Change all brokers’ agent assignments at once
List States Group: View status groups
Create States Group: Create new status categories
Edit States Group: Edit status groups
Delete States Group: Delete status groups
🏢 Projects & Units Permissions
🏗️ Project Management
Select All: Full access to all projects and units, including all permissions in this section
List Projects: View projects assigned to you
Create Projects: View assigned projects, create new projects, and price them
Edit Projects: Edit projects you have access to (for all projects, need Force Inventory List)
Delete Projects: Delete projects you have access to (for all projects, need Force Inventory List)
See Full Projects Info: View all project information
Compare Projects: Compare between projects
Add EOI Project: Create projects including EOI
🏠 Unit Operations
List Units: View all units you have access to
Hold Units: Hold units for clients
Freeze Units: Freeze units you have access to (for all units, need Force Inventory List)
View Non Available Units: View all unavailable units (even if you don't have access)
Units Availability Settings: Configure unit availability and release held units
Un Hold: Unhold units from your clients
Un Hold Limit Management: Set hold time limits for units
Quick Hold Unit: Create client profile and hold unit for them
Quick Reserve Unit: Quick reserve unit for client
Unblock Unit: Unblock units for your clients
💰 Pricing & Analytics
Pricing: Add and edit payment plans in projects
Price Change: Change unit prices by percentage for your projects in bulk
Units Repricing: Update unit prices in bulk
View Delayed Payment: View all delayed payments (cannot edit; need View Payments to take action)
View Extra Delayed Payment: View all extra delayed payments
See Units Payment Details: View payment details for your assigned units only
View Sold Units: View all sold units for all users
Compare Units: Compare between all units
QR Code: View QR code for your units
🏗️ Building Management
List Buildings: View list of buildings in projects
Create Buildings: Add buildings in projects
Edit Buildings: Edit list of buildings in projects
Delete Buildings: Delete from list of buildings in projects
List Building Segments: View building segments in projects
Create Building Segments: Create building segments in projects
Edit Building Segments: Edit building segments in projects
Delete Building Segments: Delete building segments in projects
Change Premium Segment: Change premium percentage at building segments
📋 Contracting & Clients Permissions
👥 Client Management
Select All: Full access to all contracting and client features
List Clients: View your clients list
Create Clients: Create client profiles
Edit Clients: Edit client profiles
Delete Clients: Delete client profiles
Force Client List: View all clients regardless of hierarchy or assignment
Export Clients: Export client data
Client Updates: Add or remove updates requested by the client for their unit
📄 Contract Operations
Units Contract: Handle contract stage and select the project contract
Download Contract Form: Download the contract document from the client file
Download Contract as Word: Download the contract in editable Word format
Contract Log: Download unit contract logs
Change Client Permission: Change unit owner and transfer all liabilities
Client Private Files: View private files on the client account
Client Private Files Edit: Edit any private file in the client file
💰 Payment Processing
Add Reservation Fees: Add reservation fees when clients reserve units
Make Downpayment: Change unit status from reserved to downpayment
Unit Delivery: Change unit status from downpayment to delivered
Un-deliver Unit: Cancel unit delivery
In-Profile Delivery Update: View delivery updates on the client account
Force Refund: Refund any amount for any unit
Payment History In Client Profile: View payment plan on the client file
📞 Client Services
List Client Requests: View all client requests submitted by customer service or the client page
Create Client Requests: Add client requests via customer service or the client page
Edit Client Requests: Edit client requests via customer service
Delete Client Requests: Delete client requests via customer service
Assign Client Requests: Assign client requests via customer service to the responsible employee
Client Requests Seen: View the client requests page
Modify Client User Access: Change the password for the client account
Reset Clients Credentials: Reset all client passwords at once
💰 Financial Permissions
💳 Payment Management
Select All: Full access to all financial features
View Payments: View all client debts
Pay: Execute payment transactions on client debts
Add Payment: Add extra payments to a unit from the client page
Edit Payment: Edit the client's payment plan and add cheque details or select payment method
View Payment Details: View and download all client payment details
Refund: Refund all or part of a payment for a specific unit from the client page
Edit Non-available Unit's Payment: Edit prices for units not available for sale
📊 Financial Reporting
View Wallet: View collection, penalties, and discounts for client payments
Export Payments: Download a sheet with all client payment amounts
Export Wallet: Download a sheet with all wallet data
Export Penalties: Download a sheet with all client penalty amounts
Export Benefits: Download a sheet with all client discount amounts
Export Payment Method Excel: Download Excel for unit payment plan
Export EOI: Download EOI sheet for all clients from EOI Management
📄 Document Management
Download Reservation Form: Download the reservation document for the client unit
Auto Contract: Place the unit in contract status for debt action (if contract module not purchased)
Upload Payment Attachment: Attach PDF or image for due amounts
Download Payment Attachment: Download PDF or image for due amounts
Download EOI Form: Download EOI PDF from client page or EOI Management
Edit Payment Cheque Info: Edit cheque information
🎯 Special Operations
Manage Discounts: Edit the maximum allowed discounts
Add/Edit/Delete Offer: Add, edit, or delete offers (edit/delete only if not used)
List Offers: View the list of offers
Force Offer List: Bypass offer limits
EOI Management: Manage EOI operations in EOI Management
Discard Collection Payment: Refund client after collection from the client page
Set Global Payment Methods: Add extra payment methods for all projects
📈 Leads & Sales Permissions
📋 Lead Management
Select All: Full access to all leads and sales features
Manage Leads: View and manage your leads and their status
Create Leads: Create leads in the system
New Leads: View all new leads not yet assigned to sales
View Lead: View lead details according to your permissions
Upload Leads: Upload leads sheet to the system
Export Leads: Download leads you have permission to access
View Leads History: View lead activity history
👤 Assignment Operations
Assign Leads: Assign leads to your team (except duplicates)
Can Assign Leads To Him: Permission to receive leads
Force Lead Assign: Assign leads to any eligible employee, even outside your team
Manage Returned Leads: Assign duplicate leads to your team
Unassigned Leads: Ability to unassign leads from sales
List Unassigned Leads: View unassigned leads
Manual Withdraw Leads: Withdraw leads from sales manually
List Withdraw Leads: Track withdrawn leads
📊 Analytics & Communication
Send SMS To Leads: Permission to send SMS to clients (requires provider contract)
Leads Actions Filter: View actions on leads according to your permissions
Convert CIL To Lead: Convert CIL to lead
Search FB-LinkedIn-TrueCaller: Show WhatsApp, Facebook, and LinkedIn linked to client number
Lead Tracking: Track lead journey
Check-in: Show check-in field to set lead location
Export Lead Action Filter: Download actions from lead action filter
⚡ Advanced Operations
Force Sales List and Lead View: View all leads available in the system
Force Lead Actions: Take any action on leads according to your permissions
Migrate Leads: Merge leads
Change Lead's Lead_ID: Change lead ID
Move Leads To Trash: Move leads to trash
Change Lead Branch: Change lead branch
Leads Bulk Action: Take bulk actions on leads
Add/Manage Additional Field: Add or manage additional fields in leads
🤝 Brokerage Permissions
🏢 Broker Management
Select All: Full access to all brokerage features
List Brokers: View broker directory
Create Brokers: Add new broker accounts
Edit Broker: Edit broker information
Delete Broker: Delete broker accounts
Force List Brokers: View all brokers regardless of restrictions
Export Brokers: Export broker data
Export Brokers Table: Export broker table
🔐 Broker Operations
Brokers Approval: Approve broker applications
Block/Unblock Broker: Control broker access
Pending Brokers List: Manage broker approval queue
Reset Brokers Credentials: Reset broker passwords
Send Broker Emails: Communicate with brokers
Bulk Operations: Manage brokers in bulk
Force Broker History: View all broker history regardless of restrictions
📋 CIL Management
Create Brokers CIL: Create CIL for brokers
Broker CILs: Access CIL management
View All Brokers CILs: View all CILs for brokers
Delete CIL: Remove CIL
Add Broker Lead: Assign leads to brokers
Change Broker Info on Lead: Update broker info on leads
📊 Activities & Analytics
Manage Activity Type: Categorize activities
Brokers Activities List: Monitor broker activities
Add/Manage New Activity: Manage new activities
Assign/Receive Activity: Assign or receive activities
Force Assign Activity: Override activity assignment rules
Export Activity: Export activity data
Broker Analysis: Analyze broker performance
Force Broker Analysis: Override analysis restrictions
📢 Marketing Permissions
🎯 Campaign Management
Select All: Full access to all marketing features
Manage Sources: Manage lead sources
Manage Campaigns: Control marketing campaigns
Export Campaign: Export campaign data
Change Landing Page Thanks URL: Configure landing page thank you URL
📱 Communication Tools
Compose Emails: Create email campaigns
Compose SMS: Create SMS campaigns
Manage Applinks: Manage mobile app links
📝 Content Management
List Articles: Access content library
Create Articles: Create content
Edit Articles: Edit content
Delete Articles: Remove content
🔗 Lead ID Management
Edit Lead ID: Modify lead ID
Block Lead ID: Restrict lead ID
Duplicate Lead ID: Duplicate lead ID
Force Show All Lead IDs: View all lead IDs regardless of restrictions
📞 Call Center & Customer Service Permissions
📱 Call Center Operations
Select All: Full access to all call center and customer service features
Call Center: Access call center interface
Create Ticket Call Center: Create call center tickets
Export Call Center: Export call center data
Filter Call Center: Filter call center data
CallCenter Recall: Use callback functionality
CallCenter Add New Lead: Create new lead from call
🎫 Ticket Management
Manage Tickets: Manage support tickets
Ticket Show: View tickets
Show New Tickets: Get new ticket notifications
See All Tickets: View all tickets
Show Client Tickets: View client-specific tickets
Edit Tickets: Edit tickets
Delete Ticket: Remove tickets
Export Tickets: Export ticket data
📝 Customer Service
Customer Service: Access customer service interface
Delivery Updates: Manage delivery status
Ticket Note: Add notes to tickets
Delete Note: Remove notes
Client Action Filter: Filter client activities
Force Ticket Assign: Override ticket assignment
Convert Just-Asking To Lead: Convert inquiry to lead
⚡ General Permissions
🔍 System Utilities
Select All: Full access to all general features
Notes: Manage system notes
Public Search: Use global search
View Trash: Access deleted items
Restore From Trash: Restore deleted items
Permanent Delete: Permanently remove items
💾 Backup Operations
Database Backup: Create database backup
Files Backup: Backup file system
Restore Database Backup: Restore database backup
Delete Backups: Manage backup files
Download Backup: Download backup file
📝 Tasks Permissions
📋 Task Management
Select All: Full access to all tasks features
Manage Tasks: Manage tasks
Create Tasks: Create new tasks
Edit Tasks: Edit tasks
Delete Tasks: Remove tasks
Assign Tasks: Assign tasks
Tasks Calendar: View calendar
📊 Reports Permissions
📈 Sales Reports
Select All: Full access to all reports features
Force Report: Override report restrictions
View Salesmen Summations Reports: View sales team performance
View Branches Summations Reports: View branch performance
View Projects Summations Reports: View project analytics
Salesman Performance Report: View individual performance
View Sold Units Report: Track sales
📊 Analytics Reports
View Lead Rates Report: View lead conversion analytics
View Marketing Analysis Report: View marketing performance
EOI Analysis Report: View EOI analytics
View Projects Rates Report: View project performance metrics
Brokers Per Leads Report: Track broker performance
Account Manager to Brokers Report: View management analytics
📋 Specialized Reports
States Group Report: View status group analytics
View Sources Per States Chart Report: View source performance
View Total Number Of Leads Reports: Track lead volume
View Salesmen According To States/Classes/Unit Steps: View detailed sales analytics
Various Graph and Chart Reports: Access visual analytics
      
    

⚡ General Permissions

📝 Tasks Permissions

• Select All: Complete tasks access
• Manage Tasks: Task administration
• Create Tasks: Task creation
• Edit Tasks: Task modification
• Delete Tasks: Task removal
• Assign Tasks: Task assignment
• Tasks Calendar: Calendar view access

📊 Reports Permissions

• Select All: Complete reports access
• Force Report: Override report restrictions
• View Salesmen Summations Reports: Sales team performance
• View Branches Summations Reports: Branch performance
• View Projects Summations Reports: Project analytics
• Salesman Performance Report: Individual performance
• View Sold Units Report: Sales tracking
• View Lead Rates Report: Lead conversion analytics
• View Marketing Analysis Report: Marketing performance
• EOI Analysis Report: Expression of Interest analytics
• View Projects Rates Report: Project performance metrics
• Brokers Per Leads Report: Broker performance tracking
• Account Manager to Brokers Report: Management analytics
• States Group Report: Status group analytics
• View Sources Per States Chart Report: Source performance
• View Total Number Of Leads Reports: Lead volume tracking
• View Salesmen According To States/Classes/Unit Steps: Detailed sales analytics
• Various Graph and Chart Reports: Visual analytics access