👑 1. Top Admin

System owner - full control over entire platform

🏢 2. Agent

Agency editor (Editor level) - manages agency zone

📢 3. Promoter

Contributor level - connects with clients

👥 4. Client

Contributor level with restrictions - property owner or service user

👤 5. Guest

Subscriber - basic access

✅ Capabilities:

• Saving favorites (temporary, before registration)
• Sending contact forms

✅ After verified registration:

Guest gets Subscriber status and can permanently save search favorites

📋 Capabilities (includes all Guest features):

• View their properties – catalog only, no editing
• No CRM access
• Send direct inquiry to agent for specific property
• Save search parameters for future needs
• View messages sent by agent or staff (email or WhatsApp, via CRM)

📌 How does a user become a Client?

Automatically, after first property or service registration – system changes status to Client.

⭐ Client importance differentiation:

By default, importance level = 1. Agent or staff later change status and record in CRM.

🔄 Can a Client become a Subscriber again?

Yes, but only by agent or staff – based on CRM records.

⚠️ Can someone be both Subscriber and Client at the same time?

Yes, but then they cannot see their properties / services.

✅ Capabilities:

• Registers their clients (key – tracking connections)
• Can register (but not publish) new properties – optional, but desirable
• Has CRM access and can add records
• Sees only their clients
• Can communicate with their clients via CRM form
• Can add CRM records, but cannot delete them
• In CRM can only edit description and request deletion
• Views property catalog connected to their clients
• Can communicate with their agent

🔧 Management:

• Promoter is managed by their agent (only one agent per Promoter)
• Has their own parent agency – cannot change it
• Cannot change their agent
• Can change only their own data

👁️ Visibility:

• Promoter data is not displayed in catalog or on Single Property Page
• System does not allow direct communication with Promoter by potential clients

❓ Can Promoter display their contact information next to a property?

Answer: Yes, but only if their agent activates this option when publishing the property.

The publishing form has a "Property Contact Info" field with options:

1. Agency (default) – agency contact forms only
2. Agency & Agent – agency + Agent contact info
3. Agency & Promoter – agency + Promoter contact info
4. Owner & Agency – agency + owner contact info
5. Single Contact - Client only – client contact info only (special service package)

🏢 Hierarchical organization:

1. Top administrator registers companies / agencies
2. Assigns Top Agent for each agency
3. Top Agent can change user roles to Promoter

📝 Structure notes:

• One agency can have multiple agents, but only one Agent editor
• Each agent has their own zone of activity (properties, clients, promoters, CRM)

✅ Agent capabilities (within their zone):

👥 User Management

• Can register their clients:
  • Directly
  • Via Promoter (first selects Promoter, then adds client)
• Can change role client → promoter
• To return Promoter to client, must first detach all active posts from them
• Can register Promoter for their agency

🏠 Properties

• Publishes properties by procedure: select client → add property (mandatory)
• Can edit properties

📊 CRM

• CRM access for their company/agency
• Can add, edit and change status of CRM records within their zone
• Can communicate with members of their zone

🔧 Limitations and special rights

• Cannot delete users
• Can change roles of members in their zone
• Can exclude members from zone (recommendation: reduce role to Client or Subscriber, without deleting references)

🖼️ Contact display on Single Property Page

Agent can choose which contact information to display next to the property – according to options described in Promoter section (Property Contact Info field).

╔═════════════════╗
║   TOP ADMIN     ║
║  (system owner) ║
╚════════════╤════╝
             │
             ▼
╔═════════════════╗
║  AGENT (Editor) ║
║   per agency    ║
╚════════════╤════╝
             │
      ┌──────┼──────┐
      ▼      ▼      ▼
╔════════╗ ╔════════╗ ╔════════╗
║PROMOTER║ ║PROMOTER║ ║PROMOTER║
╚════╤═══╝ ╚════╤═══╝ ╚════╤═══╝
     │          │          │
     └─────┬────┴─────┬────┘
           ▼          ▼
      ╔═══════╗   ╔═══════╗
      ║ CLIENT ║   ║ CLIENT ║
      ╚═══╤═══╝   ╚═══╤═══╝
          │           │
          └─────┬─────┘
                ▼
           ╔═══════╗
           ║ GUEST  ║
           ╚═══════╝
                

🎭 Guest (Subscriber) → 🏠 Client → 📢 Promoter

⬅️ Agent returns them (if no active posts) → Client (again)