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Access to CRM

Sarah H
Nov 21, 2021 2:51 PM
Joined Jul, 2019 106 posts

Hello, I have an assistant and I would like them to access the CRM in OR to work with guests. How can I grant that access?

Ken T
Nov 22, 2021 11:47 AM
OR Team Member Joined Aug, 2019 783 posts

You can grant them a Portal Access account:

https://www.ownerreservations.com/support/articles/portal-access

However, you'll likely have to grant them Admin access in order to fully communicate with all guests.

Urban Islands Va
Feb 22, 2022 3:41 PM
Joined Mar, 2021 3 posts

Is there plans in the future to have the ability to grant access to the CRM without having to give full admin privileges?

It would be an amazingly useful tool to allow an assistant to communicate with guests, but in order to do that, the person would then have the ability to do almost anything in the OwnerRez account. 

Paul W
Mar 10, 2022 8:50 AM
OR Team Member Joined Jun, 2009 710 posts

Is there plans in the future to have the ability to grant access to the CRM without having to give full admin privileges?

Yes, and it is actively being tasked and scheduled.  "Tiered Access" is what we call it.