Seeded roles
Role-based access CRM defaults — agent, team-manager, cashier, accounts-admin, HR manager, general-manager, leads-admin, and super-admin — provide a starting point.
Admin & Security
Real estate CRM permissions and tenant control.
Real estate CRM permissions and security: IRM365 administration combines role bundles, fine-grained permissions, user overrides, tenant settings, regional defaults, numbering, feature toggles, and auditability for controlled operations.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
Roles workspace
Permission bundles with assigned users and auditable changes.
Admins can create roles by job function, assign users, manage permissions through the matrix, and keep Super Admin reserved for exceptional access.
RolesUsersPermissionsDirect grantsCacheAudit
app.irm365.com/settings/roles
01Roles
Bundle permissions by job function, not by person.
Roles are named permission bundles such as agent, team manager, cashier, accounts admin, HR manager, general manager, leads admin, and super-admin. Users can hold multiple roles; their effective permissions are the union.
- Seeded roles give new tenants a safe starting structure
- Users can have multiple roles and optional direct permissions
- Super Admin should not be reused for everyday users
- Role creation, assignments, and permission changes are audited
app.irm365.com/settings/roles
02Permissions
Gate every action with module-level permission checks.
Permissions follow a module.action pattern such as leads.create, mous.activate, receipts.update, contracts.terminate, or offers.create. The UI hides unavailable actions and the API rejects unauthorized attempts.
- Manage role permissions through a grouped permission matrix
- Use direct user permissions only for true exceptions
- Effective access equals role permissions plus direct user grants
- Permission caches refresh automatically after changes
Role permission matrixUnion model
Modulelistshowcreateupdate
leads.*—✓✓—
mous.*✓✓—✓
contracts.*✓—✓✓
receipts.*—✓✓—
reports.*✓✓—✓
03Company Settings
Configure tenant-wide identity, regional defaults, and controls.
Company settings define the tenant’s identity and operating defaults: company information, logo, timezone, currency, default language, numbering schemes, customer verification, approval workflows, tax defaults, bank defaults, and document-template defaults.
- Company identity appears on PDFs, cards, contracts, invoices, and the topbar
- Regional settings control tenant timezone, language, currency, date, and number formats
- Numbering prefixes and sequences apply to new records only
- Feature toggles can control customer verification and approval workflows
Identity
Company name, legal name, license, address, logo
Regional
Timezone, currency, language, date and number format
Toggles
Customer verification, approval workflows, feature flags
Numbering
Prefixes and starting sequences for business records
Capabilities
Administration controls
These CRM security controls define who can act, what defaults the tenant uses, and how those changes are traced.
Fine-grained permissions
Actions are gated by module.action permissions like leads.create, mous.activate, or receipts.update.
Direct user grants
Exceptional permissions can be added directly to a user while roles remain the primary model.
System settings
Configure company identity, regional defaults, toggles, numbering, bank, tax, and document-template defaults.
Billing visibility
Subscription and billing operations stay with authorized administrative roles.
Scoped reporting
Roles and hierarchy govern which records appear in dashboards, reports, and operational pages.
Installable app (PWA)
Install IRM365 as a Progressive Web App from Chrome, Edge, Android, or Safari, with browser push notifications for alerts where enabled.
FAQ
Frequently asked questions
Access is governed by roles with fine-grained permissions, optionally combined with direct user grants. Role and hierarchy scope determine which records and actions each user can reach.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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