Tuesday, March 26, 2013

How do I manage who can view, edit, or delete content on my website?

Managing your content on your website is fast and easy when you are using the Cymbo Complete system. Our real estate software system is completely customizable so you can make it what you need it to be and fit your needs. To change permissions on a page, simply click on the "Edit Page" at the top of the page you wish to edit. You will then see a list of permission roles. Click the box next to the corresponding role so it has a green check mark which will give that user access. Click the same box again to make it a red "x" which will restrict access to that role, and click it again to make it neutral.

Changing the permissions of each user/agent is easy as well. Click on "Agents" from the home page, then click on the name of the agent you wish to modify. Click on the "Permissions" tab in their profile and you will be able to view, edit and remove permissions as you deem necessary.

If you want to change permissions of multiple users quickly without accessing each individual profile, or if you want to audit "what users are there in a Administrator role" or something like that, you can just click on Admin>Security Roles and easily view, edit, remove users and/or roles from users as necessary.

As with all Cymbo software, help videos on each page show you a detailed visual demonstration making it easy to do things on each page. If you still have questions on managing your Cymbo account, please contact Cymbo at www.Cymbo.com

Wednesday, March 6, 2013

Client Login/Access

Did you know that clients can log in to your Cymbo account and see their listings/transactions they have with you? www.Cymbo.com