Internal Users
Adding a New User
⚠️ Note: Ensure roles are configured before adding users.
Required Information:
First Name
Last Name
Email/User Code
Role
Optional Information:
Designation
Phone / Mobile Phone
Country
Description / Notes
Default Market for Leads
Recommended Toggles:
Is Verified: Confirms the user is verified.
Deal Manager: Grants access to Deal Manager.
Access to All Properties: Enables access to all properties in the environment.
Additional User Toggles
Deal Manager SPOC: Marks the user as a Deal Manager point of contact (suggested max: 3).
Edge Marketing SPOC: Marks the user as an Edge Marketing point of contact (suggested max: 3).
Edge LM Contract: Identifies users under contract.
View Jira: CC-25072Allow to Switch Companies: Grants admin-like access to switch between companies.
Edge (Listing Manager): Grants Listing Manager access.
Marketing Manager: Grants Marketing Manager access.
Site Manager: Grants Site Manager access.
Coworking Manager: Grants Coworking Manager access.
Floorplan Manager: Grants Floorplan Manager access.
Disable User: Deactivates the user without deleting them.
Newsletter Subscriptions
General Announcements: Receive general updates via email.
Product Announcements: Receive product update notifications.
Daily Digest: Daily summary of created or updated deals.
Weekly Digest: Weekly summary of deal activity.
Monthly Digest: Monthly summary of deal activity.
User Status
Last Login: Displays the user's most recent login date.
Date Registered: Shows when the user was created in the system.
Delete User: Permanently removes the user from Deal Manager.
External Deal Manager Users
External users (typically brokers) must be invited and linked to a company.
Steps to Add an External User
Confirm Company Exists: Ensure the user’s company is already added in Deal Manager.
Access Client Environment: Navigate to the environment where the user will be invited.
Invite User:
Enter the user’s email.
Assign a role.
Set property access permissions.
Once invited, the user will appear with their name, email, role, phone number (if provided), and associated company.
External ILS Users
These users are associated with marketing products.
Note: Deal Manager admins do not need to manage this section.
Roles Management
Roles define user permissions and access levels.
Role Configuration
Default Roles: “Admin” and “Broker” are system defaults and should not be renamed or deleted.
Voyager Role Mapping:
Deal Role: Maps Voyager Deal Role to Deal Manager Role.
Lead Role: Maps Voyager Lead Role to Deal Manager Role.
Customer Role: Maps Voyager Customer Role to Deal Manager Role.
Default Deal Filter Options
All Deals: Access to all deals.
My Deals: Access only to the user’s own deals.
My Team’s Deals: Access to deals created by team members.
Recent Deals: (Clarification needed — 3 months or 30 days?)
Role Toggles
Deals Restricted: Limits access based on the selected default deal filter.
Is Admin: Grants full access to all security permissions.
Is Active: Indicates whether the role is currently in use.
Role Actions
Edit Role: Use the pencil icon to:
Rename the role
Map Voyager roles
Set default deal filters
Toggle restrictions and admin access
Security Settings
Page Security: Grants or restricts access to specific pages.
Element, Contact, and Other Tabs: Configure detailed access controls.
Teams Management
Teams allow grouping of users for streamlined access and deal sharing.
Team Configuration
Team Status: Indicates whether the team is active.
Edit Team: Add, remove, or rename users within the team.
Team Member Details
Name
Email
Role (e.g., Manager or Agent)
Date Added
Disable/Delete Options