Canopy MLS Assistant Access Levels

This is a quick reference guide for the differences and similarities between the three different types of assistant accounts available.

A1 - Individual Assistant

  • No ability to add or edit listings from this account directly 
  • “Identity Sharing” permission must be granted by each licensed member this user will be assisting
  • No ability to add contacts, saved searches, auto-emails, or CMAs from within this user’s account
  • An A1 assistant “Identity Sharing” with the MP of their office is functionally equivalent to an A2 assistant using their own account

A2 – Office Assistant

  • Allows the user to add a listing for any active member of their office from within their own account
  • Allows the user to edit any listing associated with their office from within their own account
  • Can create contacts, saved searches, auto-emails, or CMAs from within their own account
  • Can only access user-specific information (such as contacts and auto-emails) for other members of their office through the use of identity sharing
  • An A2 assistant in the main office of a firm “Identity Sharing” with the MP of their office is functionally equivalent to an A3 assistant using their own account

A3 – Firm Assistant

  • Must be associated with the main office of a firm
  • Can add or edit any listing associated with the main office or any branch office connected to it
  • Can create contacts, saved searches, auto-emails, or CMAs from within their own account
  • Can only access user-specific information (such as contacts and auto-emails) for other members of their office through the use of identity sharing

Identity Sharing

Any type of user above an A1 assistant can grant other active members of their office permission to access that user’s account.  Think of this like asking someone to house-sit – the “homeowner” (MLS user) lends their house keys (account access) to another member.  In the same way that lending house keys means the house-sitter has full access to a home, Identity Sharing allows full and complete access to the user’s account.  Everything the user sharing their account can do, the person getting shared access can do as well.  

Further reading:

Full Identity Sharing instructions

Full explanation of assistant access

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  • 26-Sep-2019
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