Roles & permissions
Who can do what in PropDrop, the owner, managers and sales agents.
Every teammate has one role that decides what they see and what they can do. There are three roles: Owner, Manager and Sales agent. You see and change roles on the Team page.
Open the Team pageThe roles at a glance
Owner
Everything. There's exactly one owner per company, and nobody can remove or demote them.
Manager
Same as the owner, except they can't remove or demote the owner, delete the company or transfer ownership.
Sales agent
Works qualified leads only and follows them up to viewings and the sale. Can view contacts, without editing.
Permissions table
| Permission | Owner | Manager | Sales agent |
|---|---|---|---|
| Conversations: reply, take over from the AI agent, notes and assignment | ✓ | ✓ | — |
| Every lead in CRM (including ones still being qualified) | ✓ | ✓ | — |
| Add a lead manually or delete one | ✓ | ✓ | — |
| Qualified leads: move the stage, edit the property request, notes and tasks | ✓ | ✓ | ✓ |
| Viewings and their outcomes for qualified leads | ✓ | ✓ | ✓ |
| View contacts | ✓ | ✓ | ✓ |
| Add, edit, merge and delete contacts | ✓ | ✓ | — |
| Catalog: Listings, Projects, Services and FAQs | ✓ | ✓ | — |
| Deals, commissions, payments and expenses | ✓ | ✓ | — |
| AI agent settings and the test playground | ✓ | ✓ | — |
| Your public page and its analytics | ✓ | ✓ | — |
| Team: invite members, change roles, remove people | ✓ | ✓ | — |
| Company settings: profile, logo, hours, channels and Plan & billing | ✓ | ✓ | — |
| Their own notifications and installing the app on their device | ✓ | ✓ | ✓ |
| Remove or demote the owner | — | — | — |
| Transfer ownership | ✓ | — | — |
| Delete company from the Danger zone | ✓ | — | — |
What's a qualified lead?
A qualified lead is one where the AI agent (or your team) finished the qualification questions and the lead reached the Qualified stage. Sales agents keep seeing it as it moves on to viewing, negotiation, won or lost. Read more about qualification and lead stages.
Who gets which notification?
| Notification | Owner & managers | Sales agent |
|---|---|---|
| New qualified lead | ✓ | ✓ |
| New viewing request from the AI agent | ✓ | ✓ |
| Reminder before a viewing | If nobody is assigned to it | If they're assigned to it |
| Needs you: the AI handed a chat to the team | ✓ | — |
| The AI agent couldn't reply | ✓ | — |
| AI conversation usage alerts | ✓ | — |
Everyone turns notifications on for their own devices. See Notifications.
When to use each role
- Manager: your partner, your sales manager, or anyone who needs to manage listings, projects, deals and settings.
- Sales agent: salespeople whose job is to call ready buyers and tenants, set viewings and close. They don't see conversations, deals or commissions.
Managers have almost full access, including deals, commissions, channel connections and your plan. Only give it to people you trust.
One company per account
An email can belong to one company only. If a teammate's account already belongs to another company, they need to accept your invite with a different email.