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Clix CRM

Teams & permissions

Branches, roles, BRN records and portal mapping.

Structure the workspace the way the company is actually structured, and let permissions follow from that rather than from a spreadsheet of exceptions.

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app.clix-crm.com/settings/users
Users & teams
Search
+ Invite user
OH
All usersAgentsManagersAdministrators12 users · 3 branches · 4 teams
UserRoleBranchBRNLanguagesPortal mappingStatus
OHOmar HaddadAdministratorBusiness Bay HQBRN 41000EN, ARPFBYDZActive
FAFatima Al MarriSales managerMarina branchBRN 41137ENPFBYActive
DODaniel OkoroAgentJVC branchBRN 41274EN, HIPFBYActive
PNPriya NairListing adminBusiness Bay HQBRN 41411EN, AR, FRPFBYDZInvited
YRYusuf RahmanFinanceMarina branchBRN 41548EN, ARPFBYActive
LHLina HaddadAdministratorJVC branchBRN 41685ENPFBYActive
OHOmar HaddadSales managerBusiness Bay HQBRN 41822EN, HIPFBYDZActive
FAFatima Al MarriAgentMarina branchBRN 41959EN, AR, FRPFBYActive
DODaniel OkoroListing adminJVC branchBRN 42096EN, ARPFBYActive
PNPriya NairFinanceBusiness Bay HQBRN 42233ENPFBYDZActive
YRYusuf RahmanAdministratorMarina branchBRN 42370EN, HIPFBYInvited
LHLina HaddadSales managerJVC branchBRN 42507EN, AR, FRPFBYActive

Clix supports users organised into teams and branches, each with a role that carries its own permissions. Agent records hold BRN and RERA details, languages, and the portal profiles a listing publishes under.

01

The company, as it is

Branches hold teams, teams hold agents, and reporting and visibility follow that shape.

  • Multiple branches
  • Teams within branches
  • Manager visibility over their own people
  • Administrator visibility across everything
app.clix-crm.com/settings/users
Users & teams
Search
+ Invite user
OH
All usersAgentsManagersAdministrators12 users · 3 branches · 4 teams
UserRoleBranchBRNLanguagesPortal mappingStatus
OHOmar HaddadAdministratorBusiness Bay HQBRN 41000EN, ARPFBYDZActive
FAFatima Al MarriSales managerMarina branchBRN 41137ENPFBYActive
DODaniel OkoroAgentJVC branchBRN 41274EN, HIPFBYActive
PNPriya NairListing adminBusiness Bay HQBRN 41411EN, AR, FRPFBYDZInvited
YRYusuf RahmanFinanceMarina branchBRN 41548EN, ARPFBYActive
LHLina HaddadAdministratorJVC branchBRN 41685ENPFBYActive
OHOmar HaddadSales managerBusiness Bay HQBRN 41822EN, HIPFBYDZActive
FAFatima Al MarriAgentMarina branchBRN 41959EN, AR, FRPFBYActive
DODaniel OkoroListing adminJVC branchBRN 42096EN, ARPFBYActive
PNPriya NairFinanceBusiness Bay HQBRN 42233ENPFBYDZActive
YRYusuf RahmanAdministratorMarina branchBRN 42370EN, HIPFBYInvited
LHLina HaddadSales managerJVC branchBRN 42507EN, AR, FRPFBYActive

Clix interface shown with sample workspace data

02

Agent records that portals accept

BRN, RERA details, languages and the portal profile a listing publishes under all live on the user, which is what makes publishing work rather than fail.

  • BRN and RERA fields
  • Languages spoken
  • Portal profile mapping per destination
  • Active, invited and disabled states
Company
Branch
Branch
Branch

Frequently asked questions

Yes. Users hold roles with their own permissions, and can be organised into teams and branches so managers see their own people and administrators see everything.

Yes. Branches are a first class structure, with users, teams and reporting scoped to them.

More of the platform

Further reading

Your brokerage. One operating system.

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