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Listings Permissions

Updated over a year ago

The permissions below apply to all Listings in Zenu.

'Manage Contracts' if checked, allows the user to move the listing to Sold/Leased to enter Contract details. This permission will allow for the user to modify sold prices, sold dates, settled dates, commissions etc.

'Clearing Sales' if checked, allows the user to create Clearing Sales in the CMS.

'See all listings' if checked, allows the user to see all listings in the CRM.

'Create listings' if checked, allows the user to create new listings and move existing prospects and appraisals along the property timeline to any status above Pre-Listing.

'Update listings' if checked, allows the user to modify details of a listing, including (but not limited to):

  • Listing address

  • Listing agents

  • Heading & description

  • Property type

  • Sale type

  • Statement of information details

  • Dates (including date listed and expiry)

  • Features of the property

  • Vendor details

  • Edit Portals

  • Upload/edit images and video links

  • Update the listing status
    Please note if the user does not have permission to 'manage contracts' they will be unable to update the status to Under Offer/Under Contract and above

'Update quoting price' if checked, allows the user to edit the pricing details of a listing including quoting price.

'Push to Portals' if checked, allows the user to press "Send Now" which will manually push the listing to the chosen portals. (This action is documented in portal logs)

'Upload Documents for listing' if checked, the user will have permission to upload shared and internal documents to a listing.

'Download source images' if checked allows the user to click on any image uploaded to the property and download.

'Merge duplicate listings & delete prospects' if checked, allows the user to fix duplicate properties in Settings.
Prospects: Will be archived
Appraisals: Will be set to 'Not Proceeding' and an e-mail will be sent to the listing Team Member/s
Current Listings: Will be marked as 'Withdrawn'

For this permission to be effective the office setting found in listings 'Allow merging of listings' will need to be enabled.


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