In Linear’s Users section, the responsible persons of the real estate agency can manage the company’s Linear users and their permissions.
Viewing and managing users requires that the person has sufficient permissions in Linear for this purpose.
Creating a new user
1. Adding a user
A user with User creation permission can create new Linear users for the company by selecting New user in the Users section.
2. Required information
When creating a new user, at minimum the following must be filled in:
- Name
- Email address
Other details can be added during creation, but the user can also complete their own profile information later in their settings after registering.
3. Sending the registration link
When creating a new user, you can choose whether to send the registration link immediately or deliver it to the user later.
Note: The user must have an active email address in order to receive the registration link.
4. Setting permissions
You can assign the necessary permissions to the user based on their Profile settings during the creation phase. If preferred, permissions can also be set later by editing the user’s details.
Editing a user
A user with the Editing user information permission can edit the details and permissions of other company users in the Users section.
1. Requirements for editing rights
To modify another person’s details, the user must have:
- Editing user information permission
- A higher role than the user being edited
2. Role hierarchy
In Linear, user roles are arranged in the following hierarchy:
- Administrator
- Main user
- Realtor
Edit permissions by role:
- Administrator can edit Main users and Realtors, but not other Administrators.
- Main user can edit Realtors, but not Administrators or other Main users.
- A Realtor does not have permission to edit other users' information.
3. Where do you edit user information?
User details can be edited by selecting either of the following next to the user:
- The Pencil icon
- The Edit button
The displayed option depends on whether the user list is viewed in the Compact view or the Table view.
Archiving a user
A user can be archived when they no longer need their Linear credentials (for example, if they leave the industry or move to another brokerage). Archiving is essentially the same as deactivating a user, but note that an archived user can be restored at any time, and none of the listings, contacts, etc. they have created will be deleted or hidden.
1. Who can archive a user?
A user with the User deletion permission can archive other users in the Users section. Archiving is done by clicking the Trash icon next to the user and confirming by selecting Yes.
2. What happens after archiving?
Once a user has been archived:
- They can no longer log in to Linear and therefore cannot manage, for example, their own listings or contacts.
- All listings and contacts created by them will remain available in Linear for other users.
Please note that an archived user will also no longer send any message automations to clients if your company has automations enabled.
3. Transferring published listings before archiving
Before archiving a user, we recommend checking whether they have any published listings in Linear and, if needed, transferring those listings to another realtor. This ensures, for example, that contact information displayed on listing pages stays up to date.
4. Restoring an archived user
An archived user can be reactivated in the Users section by first selecting the Archive view and then clicking the Arrow button next to the user you want to restore.
Once the user’s account has been restored, they can log in to Linear normally. If they have forgotten their password, they can use the Forgot your password feature to create a new one.