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User Roles & Permissions
In This Article:
Overview of User Roles
DepositLink offers multiple user roles and permissions to effectively manage your teams.
Client Admin: Oversees transactions for all companies, offices, teams, and agents.
Company Admin: Oversees transactions for all offices, teams, and agents in a company.
Office Admin: Oversees transactions for teams and agents in an office.
Team Admin: Oversees transactions for an agent team.
Agent: Oversees and manages transactions for an individual agent account.
Admin-level users can have additional permissions. Those are as follows:
Manage Bank Accounts: Has access to see/manage the Businesses & Bank Accounts page on their offices tab.
Refund: Can initiate refunds in DepositLink using the Refund Payer button on Cleared transactions that were sent to the company’s bank account.
Edit Property Address: Can edit the property address of a deal at any time. (An Agent or Admin can only edit a property address before an associated payment is submitted.)
Send Payment: Has access to the Send Payment button on their Deals tab if the payment type is configured in their account.
Accept Payment: Can accept payments on behalf of their company if a payment is sent to them from another DepositLink user.
Tip: You can configure additional permissions for any user role if necessary (excluding Agents and Team Admins). However, we recommend sticking with the default roles and permissions provided.
User Roles and Permissions Matrix
Role |
Scope of Access |
Special Permissions Available |
|
Client Admin |
All companies, offices, teams, and agents | Can be granted: Manage Accounts, Refund, Edit Address, Send Payment, Accept Payment |
| Company Admin | All offices, teams, and agents in a company | Same as above |
| Office Admin | Teams and agents in an office | Same as above |
| Team Admin | Assigned agent team only | N/A |
| Agent | Individual account only | Edit property address (before payment submitted) only |
Tip: DepositLink offers read-only permissions, which are ideal for larger teams with specific roles that do not need to manage the business.