Linear user permissions are defined when a new user is created, but they can also be modified later in the Users section. Viewing users and managing permissions requires that the person has sufficient access rights in Linear to do so.
Roles
A user can be assigned one of the following roles:
- Administrator (can only be assigned by Linear)
- Main user
- Realtor
Each role comes with its own default permissions, but these can be customized as needed.
User roles affect the following in Linear:
- Reporting – users with the Administrator or Main user role can view not only their own figures and data in reports, but also those of other users in the same agency.
- Editing users and permissions – an Administrator can edit Main users and Agents, but not other Administrators. A Main user can edit Agents, but not Administrators or other Main users. An Agent does not have permission to edit other users’ information.
User permissions and how to edit them
User permissions can be edited by selecting either:
- The Pen icon
- The Edit button
The available action depends on whether the user list is viewed in Compact mode or Table mode.
User permissions can be managed under Profile settings in Companies and user rights. By selecting Restore role default permissions for user, the default permissions associated with that role are applied. If needed, you can also allow or deny individual permissions separately by selecting the checkbox in front of the permission in the permissions list.
Below you’ll find each permission listed, along with an explanation of what it allows:
- Listings (selecting this allows you to enable all listing-related permissions at once)
- Creating listings - The user can create listings in Linear
- Editing listings - The user can edit listings where they have been assigned as the listing’s agent
- Viewing listing list - The user can see the Listings section and all created listings
- Buying additional visibility - The user can purchase search result highlights for a listing from Oikotie
- Managing company's listings - The user has full access to all of the company’s listings and can manage them as if they were their own
- Billing (selecting this allows you to enable all invoice-related permissions at once)
- Viewing company's invoices - The user can view all invoices created within the company
- Managing company's billing - The user can manage all invoices created within the company, i.e., mark them as approved or rejected. This does not grant permission to approve their own invoices or to mark invoices as paid
- Approval of own invoices - The user can approve invoices they have created themselves
- Marking invoices as paid - The user can mark invoices as paid or unpaid
- Message automations (selecting this allows you to enable all message automation-related permissions at once)
- Viewing all company's sent surveys - In the Messages and surveys section, the user can see all message automations sent by the company. If the company has the Typeform integration enabled, the user can also view all responses given to the surveys
- Sending manual surveys - If the company has the Typeform integration enabled, the user can manually send surveys to selected customers
- Hiding survey responses from interface - If the company has the Typeform integration enabled and collected feedback is displayed, for example, on the brokerage’s website, the user can hide a feedback entry from the public view if needed. This is useful, for example, if consent to publish the feedback has not been obtained or the feedback is inappropriate.
- User settings (selecting this allows you to enable all user-related permissions at once)
- Edit your own profile and invoicing - The user can edit their own settings on the Profile and Billing tabs, excluding user permissions. If this permission is not active, the user can still update information on the My marketing, General, Integrations and Security tabs
- Viewing user list - The user can see the Users tab, which displays all users in the company
- User creation - The user can create new users for the company
- Editing user information - The user can edit information for users whose role is lower than their own
- User deletion - The user can delete (archive) other company users
- Other (selecting this allows you to enable all permissions under Other at once)
- Reporting - The user can access the Reporting section in Linear. With the Realtor role, the user can view their own reports. With the Main user or Administrator role, the user can view reporting for the entire company
- Orders - The user can order services such as floor plans and photography. Disabling this permission affects services ordered from the listing card as well as services ordered from the separate ordering section
- View company customers - In addition to their own customers, the user can also view all other customers saved for the company
- Downloading listing agreement diary - The user can download the company’s listing agreement diary. If this permission is not active, the user can still download listing-specific diaries
- Company leads - In the Leads section, the user can see, in addition to their own leads, all other open and in-progress leads within the company
- Downloading Excel files - The user can export the customer register as an Excel file from Linear
- Setting goals - The user can create, edit, and delete goals
- Editing company's information - The user can edit the company’s settings
- Editing the Cloud - The user can add, edit, and delete files and folders in Cloud