User management is the process of controlling who can access a system and what they can do. It involves creating user accounts, assigning roles (like admin or Agent), and setting permissions to control access to different features. The goal is to ensure that each user has the right level of access based on their role, keeping the system secure and organized.
What is covered?
- What are the different user roles in PF Expert?
- How to create a new User?
- What is the difference between Private and Public Profiles?
- How to deactivate and reactivate Users?
- What is Multi-Factor Authentication (MFA)?
- Frequently Asked Questions
What are the different user roles in PF Expert?
In PF Expert, there are 6 levels of access that include Decision Makers, Advisors, Admins, Agents, and more.
You can also create custom roles based on your specific structure.
To learn more about Roles and Custom Roles, review the What are the different user roles in PF Expert 2.0? article.
How to create new users?
To create an account for a new user, please follow the below steps:
- Visit the PF Expert > Users & Roles > Users page
- Click on Create a new user
- Fill in the mandatory details (*)
- Send invitation to the user via email.
What is the difference between Private and Public Profiles?
Private Profile |
Public Profile |
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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 on the public profile. |
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Tip: If the WhatsApp number you are using is different than the number you are using for calls, make sure to update it in the WhatsApp field in the Public Profile. |
If you want to learn more about editing the Public Profile, please check this article.
How to deactivate and reactivate users?
You can deactivate or reactivate a user if you wish to disable their access to PF Expert, but not delete their profile completely.
- Visit the PF Expert > Users & Roles > Users page
- Click on the 3 dots for the User you wish to deactivate or activate
- Change the status to the one you wish
What is Multi-Factor Authentication (MFA)?
Multi-factor Authentication (MFA) is a security feature that requires users to confirm their identity with two different methods when logging in.
This adds extra protection by making it harder for unauthorized users to access accounts.
To learn more about MFA, please review this article.
Frequently Asked Questions
Default roles i.e. Decision Maker, Advisor, Admin, Agent, Member, and Finance have default permissions assigned to them.
These permissions cannot be modified.
However, if there is a specific need for the user you want to give some agents access to publish their own listings, this can be achieved by creating a new Custom Role and assigning those agents to the newly created role.
Creating new users is a permission of its own.
Decision Makers, Advisor, and Admins can create new users and assign them default or Custom Roles.
Similar to creating new users, modifying users is also a permission of its own.
Decision Makers, Advisor, and Admins can modify current user details however no other role can change the Decision Maker’s role.
For eg. an Admin cannot downgrade a Decision Maker to a role with less access.
PF Expert ‘Users’ menu has an option to create a new Custom Role.
A Custom Role is always built on a default role.
For eg. If you want to create a new role ‘Head of Admin’, you can create a new Custom Role derived from Admin and decide to give this role additional permissions to make them more privileged than the default Admin role.
If you want to enhance the capabilities of an existing default role, this is when Custom Roles should be used.
The following example explains the need for a Custom Role: you want to give some agents access to publish their own listings, this can be achieved by creating a new Custom Role and assign those agents to the newly created role.