Can see individual pipeline – user can access their individual sales pipeline

Can access company reports (previously "Can see company reports") – user can access the Reports menu (including Personal Reports and Company Reports) and create custom reports.

Can access personal reports – can access the Reports menu, but only the Personal Reports section. Unable to create custom reports.

Can access private contacts – user can access contacts available only to the person who has added this contact

Can manage private contacts – user can edit private contact's info

Can create transactions – allows the user to create transactions

Can edit transactions – allows the user to edit transactions

Can delete transactions – allows the user to delete transactions

Can cancel transactions – allows the user to cancel transactions

Can access all company transactions – allows the user access all transactions within the company

Can change transaction checklists – allows the user to edit or remove items from a checklist assigned to a transaction

Can close transactions – allows the user to close completed transactions (all items have to be submitted and approved)

Can close not approved transactions – allows the user to set transaction status as 'closed' for transactions with incomplete items

Can re-open transactions – allows the user to re-open closed transactions

Can move transactions – allows the user to move transactions between multiple locations (sub-accounts) if several offices have been set up within the BoldTrail BackOffice account

Can access transaction commissions – allows the user to access the commissions section on the transaction level

Can access account activity – allows the user to access the company's activity log

Can access library – allows the user to use forms and e-signature templates

Can manage library – allows the user to create, edit or delete e-signature templates

Can approve documents – allows the user to access the "Approve Docs" section where admins can review submitted documents

Can submit transactions for approval – allows users to submit transactions for review (all documents have to be uploaded and/or set as exemptions)

Can submit individual documents – allows the user to submit individual documents for review

Can manage company settings – allows the user to access the Settings section

Can edit company info – allows the user to change company information

Can manage users – allows the user to invite other users to the system

Can manage checklist templates – allows the user to setup checklist templates

Can manage fields – allows the user to set up fields

Can manage commission plans – allows the user to set up commission plans

Can manage dashboard – allows the user to work with the dashboard

Can share transactions – allows the user to share the transaction details with the clients

Can access accounting – allows the user to work with the Accounting section

Can manage agent billing – allows the user to manage payment methods and charges on behalf of the agency

Can manage recurring charges – allows user to create, manage, and delete recurring billing charges

Can access buyer offers – allows the user to fully access and manage buyer offers and their content

Can access all company offers - allows the user to see all buyer offers within their organization

Can create offer – allows the user to create buyer offers from scratch or from MLS

Can edit offer – allows the user to modify buyer offer data

Can delete offer – allows user to delete buyer offer