With BoldTrail BackOffice, you have a centralized place to manage all personnel from different sub-accounts.

Managing Custom Fields

Custom fields allow you to add specific attributes to an agent's profile, tailoring it to your organizational workflows. However, limiting who can modify these fields may be necessary to maintain data integrity. To prevent agents from editing custom fields on their profiles:

Ensure agents do not have access to the Settings > Users page.
Access to modify user fields requires permissions such as "Can manage company settings" and "Can manage users."
By default, only office admins or the account owner retain these permissions. This setup ensures that only authorized personnel can manage sensitive user field data.

Automating Document Population with User Fields

You can streamline document management by enabling user fields to autopopulate specific information into forms or documents filled out by agents. To achieve this:

Go to the User Fields section in BoldTrail BackOffice.
Add or modify custom fields as required.
Map these fields to the relevant forms or templates. Once mapped, all corresponding fields in the documents will populate automatically, saving time and reducing manual errors.

Tips for Setting Permissions Wisely

Regularly review and update permissions to ensure compliance with your organization’s access policies.
Limit settings management permissions to essential staff members, such as admin-level users.
Clearly communicate access guidelines to users to avoid accidental data modifications.

Who can manage users?

Everyone who has a Users section available on the menu. If this option is not available please contact your account administrator and request they enable this permission for you.

To manage custom fields effectively, ensure agents without the required permissions are restricted from accessing the Settings > Users page. Only account owners or office admins with permissions such as "Can manage company settings" and "Can manage users" should modify sensitive data fields.

The role of the user doesn't determine any permissions.

How to manage users?

Go to Users > Needed user > Account access tab, select the required sub-account, and click the edit link. Then, select Manage connection and select whether you want to:

Edit user
Adjust permissions
Update commission plans

When you are done with editing the information just hit the Save button. If you want a user to be connected to an additional sub-account, click the give access to more accounts link.

How to manage user permissions?

Additionally, review permissions periodically and limit access to critical settings to admin-level users only. This ensures compliance with organizational policies and prevents accidental modifications.

To adjust the user permission level in a specific sub-account, go to Users > Needed user > Permissions tab and click the adjust permissions link. Set the required level of permissions and click Save.