The Agent role is designed for individual production and deal management.
Agent access includes
- Their own listings
- Their own contracts
- Their own production and sales data
- Buyer needs, properties, open houses, tasks, and notes assigned to them
Agent restrictions
- No access to Commission Allocation
- No access to Sales Allocation
- No access to My Agent Earnings
- No access to business-level financial widgets or reporting
- No access to team-wide financial data
Agents only see information directly related to their own transactions and performance.
