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 Responsibility.
Zero Data Exposure.
Role Settings are built for real estate teams operating on a shared R2, with access defined strictly by user roles. This ensures data security, clear accountability, and controlled execution across the property lifecycle.
Role-Based Access Control Built
for Real Estate Teams
Role Settings ensure each user accesses only the leads, inventory, deals, and reports relevant to their role, protecting sensitive data and enabling faster execution.
About This Feature
Role Settings embeds a real estate ready engine into R2, allowing administrators to define functional roles and assign precise permissions across all core R2 modules.
What Makes Role Settings
Essential for Real Estate
Sales-Level Access Control
Sales executives see only assigned enquiries, site visits, and negotiations-no cross-team data exposure.
Project & Team Oversight
Managers and project heads gain full visibility into team pipelines, conversions, and inventory status.
Finance & Post-Sales Security
Collections, invoices, agreements, and possession data remain restricted to authorized roles only
Granular Module Permissions
Control view, create, edit, delete, and export rights separately for leads, inventory, bookings, and reports.
Sales-Level Access Control
Sales executives see only assigned enquiries, site visits, and negotiations-no cross-team data exposure.
Sales-Level Access Control
Sales executives see only assigned enquiries, site visits, and negotiations-no cross-team data exposure.
Project & Team Oversight
Managers and project heads gain full visibility into team pipelines, conversions, and inventory status.
Finance & Post-Sales Security
Collections, invoices, agreements, and possession data remain restricted to authorized roles only
Granular Module Permissions
Control view, create, edit, delete, and export rights separately for leads, inventory, bookings, and reports.
Real-Life Scenario
for a Real Estate Sales Team
A real estate developer operates multiple residential and commercial projects across regions. Without Role Settings, sensitive booking and pricing data is visible across teams.
With Role Settings:
Sales teams access only assigned leads and inventory
Project heads monitor bookings and performance
Accounts teams manage collec ons and invoices
Result:
Secure data control, clear accountability, and disciplined real estate CRM operations.
Proven Business Impact
Protected Pricing & Inventory Data
Clear Sales & Management Accountability
Reduced Data Misuse & Errors
Compliance-Ready Access Control
Scalable Governance for Growing Portfolios
Protected Pricing & Inventory Data
Clear Sales & Management Accountability
Reduced Data Misuse & Errors
Compliance-Ready Access Control
Scalable Governance for Growing Portfolios
Enforce Control With Role Settings
Secure your real estate CRM, protect critical data, and enable every team to operate within defined boundaries without slowing execution.