Contact-Level Access Control for Multi-User Teams
under review
B
Bill Jackman
For businesses with multiple users (e.g., real estate brokerages), CRM AI currently lacks the ability to restrict contact visibility by user.
We need role-based or user-level permissions that allow each agent to:
Access and manage only their own contacts
Not view or interact with contacts belonging to other agents
At the same time, the system must support:
Organization-wide campaigns (brokerage-level emails to all contacts)
Segmented campaigns (targeting contacts owned by specific agents)
This would allow brokerages to maintain privacy and data ownership at the agent level, while still enabling centralized marketing and communication from head office.
Log In
B
Brice Wheeler
The lack of this feature causes me to keep 90% of my clients out of the platform.
Also while at it - please add ability to limit amount of users the client can add at the account level. E.G when We are adding the account I want to say - XYZ Brokerage can have up to 10 users.
Gabriel Tsoi
updated the status to
under review
Hey Bill, this makes sense. Currently, we have this level of permission control in the Partner Center's CRM, we will be looking into bringing the same permission control into Business App, now that we have a dedicated user management page in Business App.
B
Bill Jackman
Gabriel Tsoi When can we expect this to happen? I need to advise my client.
A
Anthony "Tony" Romeo
This is highly needed. Please consider this feature. Very helpful for multi-user teams in the insurance industry as well.