Ready for an easier way to control permissions for your Teammates?
Now you can set up Wheelhouse to automatically set permissions for your teammates, whenever a new listing appears on your account.
Example: Auto-Assign listings, via a “Market” Segment
As an example, let’s set up Wheelhouse to automatically assign any new listings in Destin to a teammate.
Auto-Assigning, for an existing Segment:
- Simple visit your Teams Setting Page, and assign them to 1+ Segments.
- Now, whenever a new listing is created in that market, it will automatically appearon your teammate's account.
Auto-Assigning, for a new Segment:
- Filter your portfolio view, via the market filter(e.g Destin)
- Create a Segmentto save this view
- Visit your Teams Setting page, toassign a teammateto that Segment
Updating a Segment/Permissions
If you
update a segment
(e.g., change the filters), listings that meet the new criteria will automatically appear on your teammate’s accounts.Therefore, please use caution when adjust segments use are leveraging for Listing Permissions!
Permission Levels (Reminder!)
As a reminder, Wheelhouse has 4 permissions levels:
Admin
- Owns the account
- Can invite teammates
- Can set billing
- And, all the below
Manager
- Can add/remove teammates
- Can edit any rate/setting
- And, all the below
Editor
- Can edit any rate/setting
- And, all the below
Viewer
- Can view data for all assigned listing
- Can preview - but not change - settings & rates
- Can add notes and reminders
Permissions are set at the Listing Level
Most importantly, remember that all permissions are tied to specific listings.
By default, managers, editors and viewers only access listings they are assigned to.