Users Management

What is covered?

1. Different user roles in PF Expert
2. Creating New Users
3. Private and Public Profiles
4. Deleting Users

Different user roles

In PF Expert, there are 3 levels of access:

	Admin Role: Has the highest access to the PF Expert platform
	Manager Role: Limited access compared to Admin (Admin can customize access)
	Agent Role: Given to agents by default (Admin can customize access)

Tip: The Admin user has access to customize and limit the access level for "Manager" and "Agent" roles from Access Control

Creating New Users

To create an account for a new user, please follow the below steps:

1. Visit the PF Expert > Users page.
2. Click on the red + sign.  
3. Fill in the mandatory details (*) in the Private and Public Profile.
4. Save all the user details by clicking over the green check mark.

Private and Public Profiles

The difference between Private and Public Profiles.

Note: If you wish to update the Mobile number that is showing on your listings, you will need to make the update in the "Public Number" field.

Tip: If the WhatsApp number you are using is different that the number you are using for calls, make sure to update it in the "WhatsApp" field in the Public Profile.

Deleting Users

Only the Admin user has access to delete the Manager and Agent.

To delete a user, please follow the below steps:

1. Visit the PF Expert > Users page.
2. Right-click on the User you wish to delete.
3. If the user had any content assigned to them, reassign all the user's content (listings, leads, etc.) to a different user.
4. Confirm and Delete.

Tip: If you wish to delete an Admin user, change the user's role to Agent or Manager first, then proceed to delete