Why can't I access certain tabs or menu items, like the Data screen, in my Brokerkit account? The visibility of certain tabs and menu items in Brokerkit depends on your user role. Here's a breakdown of what each role can access
The visibility of certain tabs and menu items in Brokerkit depends on your user role. Here's a breakdown of what each role can access:
Admin Role: Full access to all features
Staff Role: Includes nearly all the privileges of an Admin, except access to access these screens:
- Data
- Billing
- User Management
- Landing Page Customization
- Account Settings
Agent Role: Limited access, primarily for making referrals and viewing referred agents' progress. Agents can also mention (@) admin/staff users in notes to log updates as described here.
Affiliate Role: Similar to the Agent role, it is used for external partners like vendors or agents from other offices. Affiliates can also mention (@) admin/staff users in notes as described here
If you're missing access to a screen like Data, it’s likely because you have a Staff or Agent role, which restricts certain permissions.
Solution: To access these restricted areas:
- Contact your account's admin and ask them to act (like an upload) for you.
- Request that the Admin upgrade your role to Admin if you need long-term access to these features.
For more information on user roles, see this helpful article: Understanding Admin, Staff, Agent, and Affiliate Roles.