What do the roles in Kenekt actually mean?

Referral Partners

• Can only access your portal
• Can only see the base data from builders, including floorplan and facade
• Cannot see the builder’s name
• Cannot enquire with the builder
• Cannot have access to the builder’s property pack

Example Persona: the channel partners you work with, the mortgage brokers, etc., will likely be assigned a Referral Partner role.

Agent

• Can do everything a Referral Partner can do
• Can see the builder’s property pack in the portal
• Can enquire directly with the builder through the portal
• Basically, have access to all the data that you have access to on the portal
• Does not have access to the backend software (app.kenekt.com.au ) by default. Cannot change anything in the backend software.
• Does not get sent emails to access the backend software

Example Persona: An in-house agent you are working with or someone employed with you.

Staff

• Everything that an agent can do, plus has full access to the backend system (app.kenekt.com.au) 
• Can manage the library of floorplans, facades, inclusions, etc.
• Can add Projects, Lots and Packages
• Can add new users 
• Cannot add document templates

Example Persona: your office admin staff

Admin

• Complete access to the backend and your portal. 

Example Persona: yourself, the owner of the business