Document Permission Categories control who can view each document in a transaction. They’re essential for keeping sensitive files secure while still allowing the right people access.
Only agents added to a transaction and admins can see documents on a transaction. That’s the first layer of document visibility.
The second layer is Document Permission Categories. Permission Categories decide which documents an agent can view on a transaction. Admins always have full access to documents, but agents only see the Permission Categories their role allows.
Choose a Permission Category based on who needs to see the document. This way, sensitive documents stays protected, and agents still have what they need to work.
Transaction Access Comes First
Transactions can be viewed by admins and by agents who are assigned to them.
This is the first access checkpoint — if someone isn’t in one of these groups, they can’t view the transaction or any of its docs.
Document Permission Categories
Once on a transaction, Document Permission Categories control which specific documents each person can see.
Categories & Who Can View Them
| Category | Office Staff | Listing Agent | Buying Agent | Uploader |
|---|---|---|---|---|
| Office | ✔︎ | — | — | — |
| Listing | ✔︎ | ✔︎ | — | — |
| Buyer | ✔︎ | — | ✔︎ | — |
| Sale | ✔︎ | ✔︎ | ✔︎ | — |
| Public | ✔︎ | ✔︎ | ✔︎ | — |
| Private | ✔︎ | — | — | ✔︎ |
Who Sees What
Roles & What Categories They Can View
| Role | What They Can See |
|---|---|
| Listing Agents | Listing docs, Sale docs, Public docs, their own Private docs |
| Buying Agents | Buyer docs, Sale docs, Public docs, their own Private docs |
| Admins | Everything, including all Private docs |
Create a predefined list of commonly used document names for your office, and optionally link each name to a specific document label and permission category. This helps streamline naming, sorting, and permissioning across all transactions.
Learn more about Standardized Document Names