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Limits narrow what one staff member can see and do in stock management. A staff member with no limits ticked has full staff access, as before. Use them for someone who shows your stock and prepares marketing for a team of agents, but shouldn’t edit packages or see your margins. The Limits card on a staff member's Access tab

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Setting limits

1

Open the staff member

Go to Team, open the Staff tab and click the staff member.
2

Open Access

Click the Access tab. The Limits card is at the bottom.
3

Tick the limits

Tick the limits you want and click Update Limits. Untick them all to give back full staff access.
Only administrators can set limits, and only on staff members. You can’t set limits on yourself or on an administrator.

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The limits

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Read only stock

The staff member browses projects, lots and packages but can’t change them. Pages open without edit buttons, and a package opens on its Summary, with Inclusions, Distribution & Docs and Newsletters. They can still, for your agents:
  • Generate brochures and merged packs, and download them
  • Create and send newsletters
Deals, the Library, Insights and agency settings aren’t available to them.

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Hide cost breakdown

The staff member sees the land value, the build price and the total of a package, and nothing that makes them up:
  • No site costs, design or facade prices
  • No inclusion prices or inclusion totals: inclusions show as a list
  • No commission split, margin or agent commission
  • No Download Price Breakdown (Excel)
  • No commission rates on agents
Brochures and packs they generate still show the price for the agent they’re made for.

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Own group only

The staff member sees and works with only the agents in their own group: the groups they own, and the group they belong to. This applies to the Team list, Distribution & Docs, agent pickers and newsletter recipients. Other staff and partner agencies don’t appear. A staff member with no group sees no agents. Set their group on the Access tab, under Group Membership, or make them the owner of a group under Team, Groups.

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What every limit does

Any limit, on its own, also:
  • Makes stock read-only, as above
  • Turns off the API, the Kenekt CLI and the Kenekt connector for that staff member. Their API keys work again once you clear their limits.
  • Turns off the portal for them: limited staff work in stock management only
For someone who shows stock to their own team without seeing margins, tick all three.