Your Broker Brain website is configured with the following default groups:

• Admin Team
• Property Preservation Team
• Property Open/Close Team
• MLS Team
• HOA Team
• BPO Team
• Closing Team
• Offer Negotiation Team
• Contract Team

New groups can be created and existing groups can be modified to meet the needs of your company.

Creating a New Group

1. Click on the Groups tab on the left hand side of your screen. The following options will appear:




2. Click on the + next to Add New Group. The following screen will appear:



3. Choose a name for the group

4. Select the market for that group. (Each group can belong to only one market)

5. Choose the Users that you would like to belong to that group. (If you haven’t created users at this point, you can also add users to a Group during the User setup process.)

6. Select all of the privileges that will be allowed for this group by placing a check mark next to the privilege

7. Click on ADD to complete the update. The new group will appear in the appropriate location


Updating an Existing Group

Updating groups is essentially the same process as adding a new group. Click on the + sign
next to the group name that you want to update and follow the steps as outlined in Creating a New Group.

Important:

• When creating or updating groups the first privilege in each column serves as a trigger for those below. Example: If all of the Admin privileges in the column are checked, except the first one, this group will not have access to the Admin Tab. This applies to the Reports and Properties as well.
• If a user is in more than one group with different privileges, they will have the combined privileges of each of the groups.
• If you have created new Markets, you will need to create new groups for those markets. You may want to duplicate those created for the original market. It is recommended that you include the name of the selected Market in the new group. Example: HOA Team – Phoenix Market. This will become important when creating Auto Tasks.
• If the Web Sites box is unchecked, users in that group will not see the Web Sites Tab at the top of your Broker Brain site.
• If you have restricted property access to only the Agents assigned to a property (This is discussed in the Site Settings section lower on this help page), you may at some point want to give one agent access to another’s properties. To do this you will want to create a new group, using the steps indicated on the previous pages. In addition, select the name of the agent, whose properties you want to share, from the Type drop down menu. Be sure to give the appropriate privileges to the group. Any users that you select to be in this group will now have access to all properties of this agent
• If you have globally allowed public offers on your properties, you can check the Public Offer Notifications box when creating a group. All members of that group will receive an email notification when an offer is submitted via a public setting. (Allowing public offers, and the process involved, is discussed in the Site Settings section of this help page and in the Allowing Public Offers section under Properties Tab)

Power Users

When creating groups you have the ability to select privileges that make the users in those groups Power Users. There are 10 types of Power Users that can be selected when creating a group. They are listed below, along with the specific capabilities that each has.

• Property Repair Power User –the user can delete repairs.
• Property Offer Power User - the user can delete offers from the system.
  
• Property Expense Power User - the user can delete expenses.
• Property HOA Power User –  the user can delete an HOA
• Property BPO Power User – the user can delete a BPO and change submitted BPO’s to pending.
• Property MMR Power User -- the user can change a completed MMR to pending status as well delete an MMR from the system.
• Property Forms Power User –  the user can delete forms.
• Property Utilities Power User - the user can delete a utility from a property once it is added to it
  
• Property Owners Power User – the user can view the property owner rep in the Property > Main tab or in the Property reports.
• Property Agents Power User –  the user can access all properties whether they are assigned to an agent or not. This is only necessary if the system is set to restrict property access. (This is discussed in the Site Settings section in this document)
• Property Assign Agents Power User – the user has the same privileges as the Property Agents Power User. In addition, only this power user has the ability to assign an agent to a property whether or not the system is set to restrict property access.
• Notes Power User – the user can delete notes or delete attachments.
• Notes Edit Power User - the user can edit notes once they have been added to a property
  
• Tasks Power User – the user can delete tasks, complete tasks for any user, reassign due dates, and assign tasks to specific users.
• Flags Power User - the user can delete flags other than those that they add to a property.
  
• Property Count Power User - the user can see the Active Property count in the Bottom Navigation Bar.