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You are here: Home / Additional modules / Property tracking / Settings
Property tracking
Settings
An e-mail template is required to send the access data for property tracking. In this template, you can use the macros (_ObjecttrackingUsername and _ObjecttrackingUserpassword) to send the username and password to the owner.
Instructions for e-mail templates can be found here.
Which user is allowed to activate property tracking for whom is controlled by the permissions.
In the basic settings you can store the template for sending the access data in the category “Property tracking”.
For Preview URL please enter the contact of the property tracking login page, you can also send this page to the client by outputting the URL via the _ObjecttrackingUrl macro in your template. This can be used to call up a preview of the agent’s log entries released for the owner.
For this, the user also needs the “Call up preview link property tracking” right.
Please note, the preview on the website shows all the property tracking properties configured for the owner. This may allow the user to view data on properties to which they otherwise do not have read access.
The user rights can be used to define which user is allowed to create / manage the property tracking for which contacts and who gets access to the preview function.
Several permissions must be fulfilled for the property tracking.
- Contacts:
In general, only contact records for which the user has “write” permission can have property tracking activated.
If the user also has “property tracking” permission, the “write property tracking” permission must also be available for the desired contact record. - Properties:
Only properties to which the user has at least read permission can be released for property tracking.
Manage property tracking rights
In the user rights there is a category “Property tracking”. All users who have checked the checkbox in the tab can manage the property tracking.
For which contacts the property tracking can be activated or deactivated is assigned via “Write property tracking”.
Property tracking preview right
With the right “Call preview link property tracking” the user can see a preview of the entries released for property tracking via the website. For this purpose, the contact of the property tracking site must be specified in the basic settings.
This right is not located in the “Property tracking” category, but in the “Administrative rights” category.
The reason is, with the “Call preview link property tracking” right, the user can view the entries for all the shared properties in the contact record – even for properties to which he does NOT have read permission.
Please grant this right only after careful consideration.
Administration property tracking
The “Administration property tracking” right also belongs to the “Administrative rights”. This right can be used to manage the accesses of all contacts for property tracking.
The property tracking administration is accessed via the menu Tracking.
