Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

Permissions

See what your role can do, what is restricted, and request access without technical language.

Settings loaded from local prototype data.

Role Summary

Role

Team Lead

active

Team

NYC Brokerage

active

Manager

Brokerage Manager

active

Allowed Actions

View team leads

Assign leads

Send email

Make calls

Request SMS bulk approval

Create campaigns

View team reporting

Restricted Actions

Manage provider credentials

Enforce SSO

Override opt-outs

Export audit logs

View restricted Data Hub fields

Visible Hubs

Command CenterCommunications HubMarketing HubDeal HubData Hub

Data Access Notes

Data Hub-sensitive fields are permission-gated.

Recordings and transcripts follow Calling policy.

Bulk SMS approval is admin-controlled.

Hub Access Control

This matrix defines mock hub access for testing and planning. Production still needs authenticated route/API guards before these settings enforce real access.

Hub	Agent	Team Lead	Brokerage Manager	Marketing	Admin	IT Security	Compliance	Leadership	Restricted	Status
Command Center Daily command surface, alerts, nudges, and cross-hub priorities.										ready for wiring
Communications Hub Leads, contacts, email, SMS, calling, WhatsApp readiness, and communication workflows.										auth required
Marketing Hub Campaigns, assets, brand kit, calendar, approvals, and marketing production.										ready for wiring
Deal Hub Deals, documents, signatures, compliance, commissions, and work queues.										auth required
Data Hub Sensitive portfolio, resident, household, renewal, and source-data access.										auth required
Community Hub Community relationships, resident engagement, events, and neighborhood activity.										mock preview
Charney Academy Training, onboarding, courses, certifications, and internal enablement.										mock preview