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.

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.

3. Click the Staff member's name to open their staff card.

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.