Skip to main content

Hello,

We run a residential real estate sales business and have our office lead interface set up with the “current user” permission level. We’re encountering an issue where users in teams (e.g., lead agents, co-agents, and admins) can’t view and manage leads assigned to other team members, even though it's relevant to all parties involved.

For example, we assign leads to the main sales agent, but if the agent is out of the office, we want to allow their co-agent or admin to view and accept the lead on their behalf. The team members currently get notified of new leads via and automation where they are cc’d into an email, but they currently can’t access, accept or manage the lead in the agent's interface as its only visible to the lead agent.

Is there a way to set up team-based user permissions, or link team members one another so they can access each other’s data without creating separate interfaces for each agent or team? For reference, we are on the Enterprise Scale plan, so we should have access to all Airtable features.

Thanks in advance for any advice & more than happy to take suggestions if there is a more efficient set up!

There’s no built-in ability to allow permissions to teams, so you would need to attach all the team members (or their email addresses) to the records that you want them to see.

But this is pretty easy to do with lookup fields. You would need a table of Teams, and then a table of Team Members.

In your Teams table, you would add a linked record field that links to your Team Members table. Add all the team members that you want to each team.

Then, back in your main table of Leads, add a linked record field that links to your Teams table. Add all the teams that you want to attach to each Lead.

Then, add a lookup field that looks up the team members from the Teams table.

After you’ve finished all of that setup, you can then filter your interface records based on that lookup field.

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Reply


Terms & Conditions