Master/Admin Staff Defaults Configuration
*Note: Permissions may apply
Master users can set default options for which staff member Admin & Master users will enter contacts, properties, tasks and meetings on behalf of as well as which staff member they will communicate on behalf of (Email/Enews/SMS). If defaults are not assigned, the user will need to select a Sender manually everytime they complete the tasks.
1. Click My Office from the main menu.
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2. Type the Master or Admin staff member's name on the Left Panel and the staff member will appear on the staff results panel.
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3. Click the Staff member's name to open their staff card.
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4. Click the Access Tab and scroll to the Defaults section.
5. Select the staff member you would like the Master/Admin staff member to Send/Reply From for each option.
*Note: You do not have to assign a default if no default is assigned when the user goes to complete the specified tasks e.g. Send an Email they will need to select the sender from the drop-down.
6. Click Save.
