How to Manage Accounts & Settings in Retail | User Roles, Permissions & Firm Controls
Configure users, security settings, and firm-level controls for RiskREport and LeaseDOK
The Accounts & Settings section allows brokerage firms to control how Retail functions across their organization. Proper configuration ensures that RiskREport and LeaseDOK align with your internal structure, protect sensitive information, and maintain workflow efficiency. Whether you are a single-office brokerage or a multi-market firm, structured account management is foundational.
Firm administrators can add or remove users directly from the User Management panel. Each user can be assigned a role-based permission level, such as Administrator, Broker, or Viewer. These roles determine who can generate landlord risk reports, upload leases, export documents, or adjust firm-wide configurations. This structure ensures sensitive data remains controlled while allowing brokers to operate efficiently.
Security settings include password management, multi-user access controls, and session monitoring. Administrators can enforce strong password policies and review account activity logs when necessary. These safeguards help protect landlord financial data and confidential lease documents from unauthorized access.
Notification preferences can also be configured at both the user and firm level. Brokers can customize alerts related to report generation, lease processing updates, or system announcements. Proper notification management prevents unnecessary interruptions while ensuring critical updates are not missed.
As your brokerage grows, consistent account configuration becomes increasingly important. A well-structured Accounts & Settings setup ensures that Retail scales with your team while maintaining compliance, transparency, and operational clarity across RiskREport and LeaseDOK.