Sales Trust Issue Staff Access

In order to allocate a staff member's access to the Agentbox Sales Trust Accounting Module, you must follow the steps below:

1. Click on My Office from the Main Menu

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel
 

3. Click on the staff members name to open their staff card

4. Select the Access tab

5. Tick the relevant access permission checkbox under the Module permissions heading. If you would like them to add/edit contact and supplier bank account information they will also need access to Access Contact Financial Information under the Contact permissions heading.

Trust Module Permissions

• Access Sales Trust - Allows User to access the Sales Trust module (Sales Trust subscribers only).
• Trust - Edit Bank Accounts - Allows Users who can access the Sales Trust module to edit the options under the Settings: Bank Accounts tab. Without this permission, Sales Trust Users will not be able to access this tab.
• Trust - Edit Global Configuration - Allows Users who can access the Sales Trust module to edit any of the options under the Settings: General, Transaction Reasons, Email Templates tabs. Without this permission, Sales Trust Users will not be able to access any of these options.
• Trust – Access All Listings  - Allows User to view/manage all Listings within the Trust Module. Users with this permission can view/manage IBD transactions for all listings, and view/manage Listing transactions for Trust Accounts they have access to. Without this permission, Users can only access Listings that belong to one of their associated Offices.
• Trust – Access all Trust Accounts - Allows User to view/manage transactions for all Trust Accounts. Without this permission, Users can only access Trust Accounts that belong to one of their associated Offices..

*Note: If you DO NOT SEE the Access Sales Trust checkbox, you, yourself do not have access to the Sales Trust module. Check with another MASTER user that has this ticked in their staff card, as they can provide you with access.
 

6. Click Save to finish