Sales & Customer Relationships
Marketing & Engagement
Communication & Call Center
Operations & Business Management
HR, Workforce & Learning
Forms, Utilities & Digital
Intelligence, Insights & Automation
Automate & Analyze Solution
Deal Management Solution
Deliver & Support Solution
Engage & Nurture Solution
Lead Generation Solution
Team & Operations Solution
Right Access.
Right Role.
Zero Data Leakage.
Profile Settings define role-based access to leads, inventory, bookings, finances, and reports, ensuring each real estate user sees only what’s relevant. This enforces data security, accountability, and clean execution across every stage of the property lifecycle.
Role-Based CRM Access Built for
Real Estate Operations
Profile Settings ensure each real estate team accesses only relevant data, protecting sensitive information and enabling faster execution.
About This Feature
Profile Settings embed role-based permissions into R2, allowing administrators to define precise access for real estate teams across all core operational modules.
What Makes Profile Settings
Essential for Real Estate
Function-Based Profiles
Assign access based on real estate roles like Sales, Channel, Accounts, or Post-Sales.
Module-Level Access Control
Restrict visibility for leads, inventory, pricing, bookings, payments, and documents.
Record Ownership Rules
Limit users to own leads, assigned projects, or team level data.
Action Permissions
Control who can edit pricing, approve discounts, delete records, or export data.
Function-Based Profiles
Assign access based on real estate roles like Sales, Channel, Accounts, or Post-Sales.
Function-Based Profiles
Assign access based on real estate roles like Sales, Channel, Accounts, or Post-Sales.
Module-Level Access Control
Restrict visibility for leads, inventory, pricing, bookings, payments, and documents.
Record Ownership Rules
Limit users to own leads, assigned projects, or team level data.
Action Permissions
Control who can edit pricing, approve discounts, delete records, or export data.
Real-Life Scenario for a
Real Estate Operation Team
A real estate developer manages multiple projects, sales teams, and departments in one CRM.
With Profile Settings:
Sales teams access only assigned leads and inventory
Accounts teams view collections, invoices, and tax data
Post-sales teams manage documentation and handovers
Leadership accesses reports without transactional control
Result:
Secure data access, clear accountability, and controlled execution across projects without data overlap or risk.
Proven Business Impact
Protected Pricing & Financial Data
Clear Role Accountability
Reduced Internal Data Misuse
Faster Team Onboarding
Scalable Access Control Across Projects
Protected Pricing & Financial Data
Clear Role Accountability
Reduced Internal Data Misuse
Faster Team Onboarding
Scalable Access Control Across Projects
Enforce Secure R2 Access
With Profile Settings
Ensure every real estate team member operates within defined permissions and
executes responsibly inside your R2.