Overview
The account owner can manage the permissions of each team member in Aryeo. The owner can control each team member’s access to orders, listings, customers, reports, and more!
Why Use Team Permissions?
Control who can view, edit, or manage each part of your Aryeo account.
Simplify access for large teams with customizable roles.
Keep sensitive business data secure and organized.
How to Access Team Permissions
Navigate to the Team page, under the More section, using the left-hand side menu.
Note: Only the owner of the account can edit team member permissions.
Find the team member you want to update and click Edit.
Scroll down and click on the Permissions section.
List of Available Permissions
Below is a breakdown of each permission setting that can be given to team members
Listing Permissions
View All: Allows the team member to view all listings within the account. If disabled, the user will only see listings they’ve been assigned to the appointment for.
Create: Allows the team member to create new listings.
Delete: Allows the team member to delete undelivered listings.
Manage Media Requests: Allows the team member to view, accept, and manage media requests received from the Zillow Showcase agent experience.
Order Permissions
View All: Allows the team member to have visibility into all orders in the account.
View Pricing: Allows the team member to see order totals and line item price.
Manage Orders: Allows the team member to create, edit, or delete orders.
Manage Notes: Allows the team member to edit notes on orders.
Calendar Permissions
View All: Allows the team member to see all team members’ calendars within Aryeo. If disabled, the user will only see their own events.
Storefront Permissions
View Order Forms: Allows the team member to access order forms, order form settings, and embed instructions.
View Products: Allows the team member to manage products, categories, and add-ons.
View Taxes: Allows the team member to manage tax settings.
View Fees: Allows the team member to adjust travel fees.
View Availability: Allows the team member to manage default and team availability and default calendars. If disabled, they will only see their own availability settings.
Manage Appointments: Allows the team member to manage appointments and settings.
View Territories: Allows the team member to view and manage service areas.
Customer Permissions
View All: Grants a team member access to all customers and their portal settings.
Create/Delete: Allows a team member to add or remove customers.
Import/Export: Allows a team member to import or export customer lists.
Manage Payment Methods: Allows a team member to update payment methods on behalf of customers.
Report Permissions
View All: Grants access to all account reports.
View Activity Log: Allows the team member to review system activity within the order and listing page.
Zillow Media Exclusive Permissions
Manage: Allows the team member to enable and manage apps within the Zillow Media Exclusives page.
App Store Permissions
View All: Grants access to all apps within the Aryeo App Store and manage API tokens.
Settings Permissions
Settings: Allows the team member to edit admin-level settings.
Payroll Permissions
Manage Company Payroll: Allows the team member to manage payroll and payrun items on behalf of all team members.
Manage Personal Payroll: Allows a team member to edit their own pay items.
View Personal Payroll: Allows a team member to have visibility into their own pay items.
If you have any additional questions, reach out to Aryeo Support at [email protected] and we'll assist you!