You need to set up a user account for each member of your company who will be using BDP.
User Access Level
There are three user access levels available to users in BDP:
| User Access | Description |
|---|---|
| Administrator | Administrators have access to all areas of your BDP account including adding and removing properties, Applicants, other system users and all areas of account configuration. We advise restricting Administrator privileges to a few trusted individuals in your organisation. |
| Regular User | Regular Users have limited access to your BDP account, with their permissions determined by the roles assigned to them. |
| Non User | Non Users have no log-in privileges to your BDP account but appears in the calendar and applicable lists. You often need to use the names and other details of staff members in email communication, documents, etc., however they aren’t required to use BDP. Independent viewing agents often fall into this category. Non-user staff will not receive a confirmation email when added to the system and are available immediately. |
User Roles
There are several roles available to users in BDP with different privileges which are as follows:
| Role | Description |
|---|---|
| Technical administrator | You will likely want to grant access to BDP to your web developer or in-house technical team, however you probably don’t want them gaining access to your applicant or property database for confidentiality reasons. Technical administration rights grant the user full access to the configuration settings of your account, including the ability to upload custom templates, email templates, set business rules, etc. |
| Property edit | This is the setting for your property team who use the system from day to day. It allows access to the full set of property and Applicant management tools, but not to any of the configuration settings. |
| Valuer | Grants restricted access to property controls but not to Applicants. Individuals who are marked as Valuers will appear in the Valuer drop-down box in the property details page, Management widget. This role is available to Non-Users, who will still have no access to BDP |
| Negotiator | Appears in the Negotiator drop down. This role is available to Non-Users, who will still have no access to BDP |
| Property Advisor | Appears in the Property Advisor drop down |
| Property Admin | Appears in the Administrator drop down |
| Viewing Agent | Restricted access to property controls but not to Applicants. Individuals who are marked as Viewing Agents will appear in the Viewing Agent drop-down box in the property details page, Management widget. This role is available to Non-Users, who will still have no access to BDP |
| Fee Earner | Appears in the Fee Earner drop down |
| Solicitor | Job title tag. | Conveyancer | Non-edit access to property reports. Appears in Conveyancer drop-down. If you wish to grant access to a conveyancing solicitor they can see all activity related to a property, but they can’t edit or otherwise change the record. This is a view-only privilege. This role is available to Non-Users, who will still have no access to BDP |
| Client Care | Appears in the Client Care drop down |
Example of the Users widget
NOTE: After you have added a new user, return to their record and edit to ensure that the correct details, roles and privileges are recorded as required. Not all parameters are available when initially adding a new user record.
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