lone wolf account · before you can log into lone wolf account and begin using the portal’s...

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Lone Wolf Account: Working with Lone Wolf Account

Working with Lone Wolf Account

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Contents Introduction to Lone Wolf Account ........................................................................................................................... 3

Create or Link Your Lone Wolf Account Profile ......................................................................................................... 5

Log In or Out of Lone Wolf Account ......................................................................................................................... 16

Access the Lone Wolf Idea Portal ............................................................................................................................ 21

Access the Lone Wolf Community ........................................................................................................................... 23

Access a Lone Wolf Product from Lone Wolf Account ............................................................................................ 29

About Security Groups ............................................................................................................................................. 31

Add a Security Group ............................................................................................................................................... 34

Add a User to a Security Group................................................................................................................................ 36

Edit a Security Group ............................................................................................................................................... 39

Copy a Security Group ............................................................................................................................................. 42

Delete a Security Group ........................................................................................................................................... 44

About Access Permissions ........................................................................................................................................ 45

Set Lone Wolf Analytics Access Permissions for a Security Group .......................................................................... 48


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Introduction to Lone Wolf Account Summary Provides a conceptual overview of Lone Wolf Account.

Content Lone Wolf Account is web-based single sign-on (SSO) portal that enables you to access your Lone Wolf products, such as Lone Wolf Analytics, set access permissions for your agents and staff across those products, and access additional services such as the Lone Wolf Community and Idea Portal.

The purpose of Lone Wolf Account is to improve your product experience and increase your productivity by providing you with the means to seamlessly move between your different Lone Wolf products without having to remember different login credentials for each one, and without having to constantly log in and out of our products. Everything you need is available in one central, convenient location.

The Lone Wolf Account home page serves as the landing page when you log into the portal. From the home page, you can access the Lone Wolf Community and Idea portals with a single click, or use the app launcher to access your Lone Wolf products such as Analytics.

The Permissions menu enables you to set access permissions for your Lone Wolf products, providing you with centralized control over what your agents and staff are able to see and do in your applications.


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Related Articles

• Log In or Out of Lone Wolf Account

• Access the Lone Wolf Idea Portal

• Access the Lone Wolf Community

• Access a Lone Wolf Product from Lone Wolf Account

• About Security Groups

• Add a Security Group

• Add a User to a Security Group

• Edit a Security Group

• Copy a Security Group

• Delete a Security Group

• About Access Permissions

• Set Lone Wolf Analytics Access Permissions


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Create or Link Your Lone Wolf Account Profile Summary Describes how create your Lone Wolf Account profile to obtain your login credentials, or link an existing Lone Wolf Account profile to another Lone Wolf product.

Context Before you can log into Lone Wolf Account and begin using the portal’s functionality, you must first create your Lone Wolf Account profile and set up your login credentials. When you log into any of your Lone Wolf products, you are automatically prompted to create your Lone Wolf Account profile, and then log into the profile.

After creating your Lone Wolf Account credentials, if you log into another Lone Wolf product, such as WOLFconnect, you are prompted to create a Lone Wolf Account profile, even if you already created one in a different product, such as brokerWOLF. Instead of creating two sets of credentials, you can link your brokerWOLF credentials to your WOLFconnect ones.

The next time you log into brokerWOLF, or WOLFconnect, you are no longer prompted to create a profile, and use your single set of credentials for both products.

When creating or linking to Lone Wolf Account thru WOLFconnect, you also have an option to skip the process. However, this is only for a short period of time. After this period, you will need to sign up for Lone Wolf Account.

Before You Begin Required: Internet connection, valid login credentials for any Lone Wolf product

Note: Ensure you have the latest version of brokerWOLF installed before proceeding.

Steps Create a Lone Wolf Account Profile from brokerWOLF 1. Log in to brokerWOLF, using your existing login credentials.


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The Lone Wolf Account Signup window opens.

2. Click CREATE ACCOUNT.

The Create Lone Wolf Account window opens.


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3. Type your information in the available fields, and click Create Account.

Required Fields: Email, Re-enter Email, First Name, Last Name, Password, Re-enter Password.

Note: Your password must include the following:

• At least 10 characters

• At least 3 of the following:

• Lower case letter (a-z)

• Upper case letter (A-Z)

• Number (0-9)

• Special character, such as !@#$%^&*

• No more than 2 identical characters in a row (11 but not 111)

The Success window opens.


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4. Click OK.

Your Lone Wolf Account profile is created.

Note: When logging in WOLFconnect, use your Lone Wolf Account credentials from this point forward. See “Log In or Out of Lone Wolf Account” for more information.

Link an Existing Lone Wolf Account Profile from brokerWOLF 1. Log in to brokerWOLF using your existing login credentials.


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The Lone Wolf Account Signup window opens.

2. Click LINK ACCOUNT.

The Link Lone Wolf Account window opens.


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3. Type your Lone Wolf Account login email address and password in the Email and Password fields, and click

LINK ACCOUNT.


4. Click OK.


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Your Lone Wolf Account profile is linked to the new product.


Related Articles

• Introduction to Lone Wolf Account

• Log In or Out of Lone Wolf Account

Create Lone Wolf Account profile from WOLFconnect 1. Log in to WOLFconnect using your user credentials.

The Lone Wolf Account modal window appears.

2. Click Create or Link Wolf Account.


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The Lone Wolf Account sign up page opens.

3. Click CREATE ACCOUNT.

The Create Lone Wolf Account page opens.

4. Type your information in the available fields, and click Create Account.

Required Fields: Email, Re-enter Email, First Name, Last Name, Password, Re-enter Password.


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Note: Your password must include the following:

• At least 10 characters

• At least 3 of the following:

• Lower case letter (a-z)

• Upper case letter (A-Z)

• Number (0-9)

• Special character, such as !@#$%^&*

• No more than 2 identical characters in a row (11 but not 111)


5. Click OK.

Your Lone Wolf Account profile is created.


Link an Existing Lone Wolf Account Profile from WOLFconnect 1. Log in to WOLFconnect using your existing log in credentials.

The Lone Wolf Account modal window appears.

2. Click Create or Link Lone Wolf Account.


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The Link Lone Wolf Account Signup window opens.

3. Click LINK ACCOUNT.

The Link Lone Wolf Account window opens.

4. Type your Lone Wolf Account login email address and password in the Email and Password fields, and click LINK ACCOUNT.


5. Click OK.

Your Lone Wolf Account profile is linked to the new product.


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If the WOLFconnect account linked is synced to a brokerWOLF account, it is automatically linked to the same Lone Wolf Account profile.


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Log In or Out of Lone Wolf Account Summary Describes how to log in or out of Lone Wolf Account.

Context Log into Lone Wolf Account to gain single sign-on access to all your Lone Wolf products from one central location, as well, as access the Lone Wolf Community, Ideas, and more. When you are finished using Lone Wolf Account, log out to keep your products and information secure.

Before You Begin Required: Internet connection, Lone Wolf Account login credentials

Steps Log In to Lone Wolf Account 1. Navigate to home.lwolf.com.

2. Type your Lone Wolf Account email address in the Email Address field.

3. Type your Lone Wolf Account password in the Password field.

Notes:

For more information on obtaining your Lone Wolf Account login credentials, see “Create or Link Your Lone Wolf Account Profile”.

If you lose or need to change your password, click the Lost Your Password, or Change Password links.

4. Click LOGIN.

Lone Wolf Account opens on the home page.

http://home.lwolf.com/


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Log in to Lone Wolf Account for Users with Multiple Instances of brokerWOLF 1. Navigate to home.lwolf.com.

2. Type your Lone Wolf Account email address in the Email Address field.

http://home.lwolf.com/


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3. Type your Lone Wolf Account password in the Password field.

Notes:

For more information on obtaining your Lone Wolf Account login credentials, see “Create or Link Your Lone Wolf Account Profile”.

If you lose or need to change your password, click the Lost Your Password, or Change Password links.

4. Click LOGIN.

The Choose Brokerage page opens.

5. Locate the brokerage you need to log in as, and click LOGIN.

Lone Wolf Account opens on the home page.


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Log Out of Lone Wolf Account

1. Click ACCOUNT in the top right corner of the navigation window.

2. Click SIGN OUT from the dropdown.

The Login page opens.


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You are logged out of Lone Wolf Account.

Related Articles


• Create or Link Your Lone Wolf Account Profile


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Access the Lone Wolf Idea Portal Summary Describes how to access the Lone Wolf Idea Portal from Lone Wolf Account.

Context Use the Idea Portal to view, submit, and vote on ideas for improving Lone Wolf products and services. Using Lone Wolf Account’s single sign-on capabilities, you can log into the Idea Portal without having to re-enter your Idea Portal login credentials.

Before You Begin Required: Internet connection, Lone Wolf Account login credentials, linked Lone Wolf Community account

Note: See Access the Lone Wolf Community to know how to link your Lone Wolf Community to Lone Wolf Account profile.

See Create Community Profile in Lone Wolf Account to know how to create Community profile in Lone Wolf Account.

Steps 1. In Lone Wolf Account, on the home page, click Idea Portal.

The Idea Portal opens on the home page.

Related Articles


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• Access the Lone Wolf Community


• Create Community Profile in Lone Wolf Account


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Access the Lone Wolf Community Summary Describes how to access the Lone Wolf Community from Lone Wolf Account.

Context Use the Lone Wolf Community to search the knowledge base of suggested solutions, or submit a case to our support team electronically. Using Lone Wolf Account’s single sign-on capabilities, you can log into the Community without having to re-enter your Idea Portal login credentials.

Before You Begin Required: Internet connection, Lone Wolf Account login credentials, Lone Wolf Community login credentials, existing Lone Wolf Community account for office

Notes

• If you have a Lone Wolf Account and an existing Community Account, link the two accounts by logging in Community through Lone Wolf Account.

• If you have a Lone Wolf Account but no Community account, you can create one using Lone Wolf Account. However, your office should have an existing Community account.

Log in to Lone Wolf Community from Lone Wolf Account Steps 1. In Lone Wolf Account, on the home page, click The Community.

The Lone Wolf Community login page opens.


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2. Enter your Lone Wolf Community login credentials in the available fields and click LOG IN.

The Lone Wolf Community home page opens.

Your Lone Wolf Account profile is now linked to your Community account. The next time you click The Community in Lone Wolf Account, you will be directed to The Community homepage.


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Related Articles


• Access the Lone Wolf Idea Portal


Create Lone Wolf Community Account 1. In Lone Wolf Account, on the home page, click The Community.

The Lone Wolf Community login page opens.

2. Click Register.

The Lone Wolf Community New User Registration page opens.

3. Enter your information in the fields.


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Required fields: First Name, Last Name, Email Address, Phone, Registration Company Name, Client ID (pre-filled), Company Address, Country, State, City, Zip/ Postal Code.

4. Click Submit.

If registration is successful, the page shows a confirmation message that an email is sent to your inbox. Click Confirm.

5. Open your inbox and look for the said email.

6. Click the link in the email.


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The Community Reset Password page opens.

7. Enter your preferred password. Click Submit.

You have now created your Lone Wolf Community password.

8. Click Visit The Community Now.

You are now in the Lone Wolf Community home page. The next time you click The Community in Lone Wolf Account, you will be directed to The Community homepage.

Reset Lone Wolf Community Password Note: This reset can be done before linking your Lone Wolf Account profile and Community account and you do not remember your Community password.

1. In Lone Wolf Account, on the home page, click The Community.


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The Lone Wolf Community login page opens;.

2. Click Forget Password.

The Community Forgot Password page opens up.

3. Enter your email address for Community. Click Send.

4. Open your email account and search for the email. Click the link in the email.


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The Community Research Password page opens up.

5. Enter your preferred password. Click Submit.

You now have a new password.

6. Click Visit The Community Now. This opens up the Lone Wolf Community home page.

You are now in the Lone Wolf Community home page. The next time you click The Community in Lone Wolf Account, you will be directed to The Community homepage.

Access a Lone Wolf Product from Lone Wolf Account Summary Describes how to log in to Lone Wolf Analytics, or WOLFconnect from Lone Wolf Account.

Context

Use Lone Wolf Account to access all your Lone Wolf products, such as Lone Wolf Analytics, all from one convenient, central location. Lone Wolf Account’s single sign-on capabilities mean that you only log in once to


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Lone Wolf Account, and then switch between your Lone Wolf products at will without having to re-enter your product login credentials each time.

Before You Begin

Required: Internet connection, Lone Wolf Account login credentials

Steps Access Lone Wolf Analytics from Lone Wolf Account 1. On the home page, click Analytics.

Lone Wolf Analytics opens on the home page.

For more information on Lone Wolf Analytics, see “Introduction to Lone Wolf Analytics”.

Access WOLFconnect from Lone Wolf Account 1. On the home page, click WOLFconnect.


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WOLFconnect opens on the home page dashboard.

Related Articles


• Introduction to Lone Wolf Analytics

About Security Groups Summary Provides a conceptual overview of security groups in Lone Wolf Account. Content Use security groups in Lone Wolf Account to identify which type of team member a Lone Wolf product user is. You can organize team members, such as admins, and agents, into product user roles that have similar access


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permission needs. Often, your admins and staff may have greater product access needs than your agents. For example, your admins may need permission to access Lone Wolf Analytics, while your agents do not.

Security groups enable you to quickly assign access permissions to the majority of your workforce, saving your valuable time, and providing you with peace of mind that your team members are only able to see and interact with the products and functions you need them to.

By default, Lone Wolf includes two pre-made security groups for you in Lone Wolf Account: Admin and User. The Admin security group is meant for brokers, system administrators, IT professionals, and certain admin staff. The Users security group is meant for all other staff and agents.

You can add and modify as many security groups as you need for your Lone Wolf products.


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This flexibility enables you to create generalized categories that capture most of your workforce, while allowing you to create specialized permissions for your team members that fall outside of those categories. For example, if you work with a third-party accountant that needs access to your Lone Wolf product information, you can create a specialized security group for that individual that ensures they only have access to the specific products you need them to have.

Related Articles









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Add a Security Group Summary Describes how to add a security group in Lone Wolf Account.

Context Add a security group when you have a new type of user that you need to define in your Lone Wolf products that has their own distinct set of product access permissions. For example, you can add a security group that contains all your agent users.

Before You Begin Required: Internet connection, valid Lone Wolf Account login credentials, Lone Wolf Account company admin/super user permissions

Steps 1. Do one of the following:

• On the home page, click Permissions.

• Click SECURITY GROUPS .

The Security Groups page opens.

2. Click ADD SECURITY GROUP.

The New Security Group page opens.

3. Type the name of the security group, such as Super User, Admin, Agent, or Broker in the Security Group

Name field.

4. Optional: Type a brief explanation of the role that the security group encompasses in the Security Group Description field.

5. Click SAVE.


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The Add Users window opens.

Note: Any users that you add to the new security group are removed from any other groups they may be currently in. See “Add a User to a Security Group” for more information.

6. Click CONTINUE.

The Security Group page opens.

The security group is added to the list of security groups.

Related Articles









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Add a User to a Security Group Summary Describes how to add a user to a security group in Lone Wolf Account.

Context Add a user to a security group in order to apply the group’s access permissions to that user. For example, if you hire a new agent at your brokerage, and need to grant them access to the Lone Wolf products that you normally grant agents access to, you add the user to the agent security group.

Notes:

a. Users are available to be added to security groups as soon as they receive their Lone Wolf Account credentials.

b. You must add users to a security group if you need them to access Lone Wolf products and services through Lone Wolf Account.






2. Click the name of the security group you need to add the user to.

The Edit Security Group page opens.


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3. In the Users area, ADD USERS.


4. Do one of the following:

• Check any users that you need to add to the security group.

• Type the name of a user in the Search field, then check any users in the resulting list that you need to add to the security group.


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5. When you are finished selecting users, click ADD SELECTED.

The users are added to the security group.

6. Click SAVE.


Note: Any users that you add to the new security group are removed from any other groups they may be currently in.

7. Click CONTINUE.


The security group is updated.

Related Articles









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Edit a Security Group Summary Describes how to edit a security group in Lone Wolf Account.

Context Edit a security group when the name, purpose, or users in the group need to be updated. For example, if you hire a new agent, you can edit the agent security group and add a new agent user to the group.






2. Click the name of the security group you need to add the user to.



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3. Make any updates to the security group you need.

4. Click SAVE.



5. Click CONTINUE.


The security group is updated.

Related Articles



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Copy a Security Group Summary Describes how to copy a security group in Lone Wolf Account.

Context Copy a security group when there is a security group that is similar to one that you need to create, but requires a small number of updates to fit the new role. Copying and modifying and existing security group can help you save time in setting up the new user role. For example, if you hire a transaction coordinator, and discover that their needs are similar, but not identical to those of your front desk admin, you can copy the admin security group, rename it to transaction coordinator, and edit the security group to meet the exact needs of the transaction coordinator role.






2. Locate the security group that you need to copy and click copy next to the security group name. The New Security Group page opens.


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3. Type the name of the security group, such as Super User, Admin, Agent, or Broker in the Security Group Name field.

4. Optional: Type a brief explanation of the role that the security group encompasses in the Security Group Description field.

5. Click SAVE.



6. Click CONTINUE.


The security group is copied to the list of security groups.

Related Articles









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Delete a Security Group Summary Describes how to delete a security group in Lone Wolf Account.

Context Delete a security group when you are no longer using it to keep your list of security groups organized and easy to use. For example, if your company no longer employs a transaction coordinator, you can delete the transaction coordinator security group from Lone Wolf Account.


Content 1. Do one of the following:




2. Locate the security group that you need to delete and click delete next to the security group name. A popup appears at the top of the browser.

3. Click OK. The security group is removed from the list. Note: This action is permanent and cannot be undone.

Related Articles









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About Access Permissions Summary Provides a conceptual overview of access permissions in Lone Wolf Account.

Content Once your team is organized into the various security groups that define the most common work roles at your brokerage, the next step is to assign access permissions to those security groups, and by extension, the users assigned to those security groups.

Use access permissions to control what products and functions within those products the users in your different security groups are able to see, interact with, and edit. For example, your administrative staff might need read and write access to Lone Wolf Analytics, while your agent users might not need access to the product at all.

By default, Lone Wolf includes two main security groups: Admin and User.

The Admin security group tends to contain a small number of users with system administration, or super user permissions, usually restricted to the business owners and senior leadership, but can include certain high level office staff. This highest level tends to have full read and write access to all of the company’s Lone Wolf products.

Any users that fall outside of the Admin security group are considered to be part of the User security group by default. This group has the most users and is typically composed of junior office staff, agents, licensed assistants, and sales teams. The User security group usually only allows read and write access to users’ own data, or in some cases, read access to their team data.

There are three main categories of access permissions:

• Role management access

• Product access


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• Function access

Role management access is typically restricted to Admin users only, and refers to the ability of a member of a security group to assign other users to that security group. This type of permission exists to prevent other types of users, such as agents from adding themselves as system administrators and giving themselves permissions they should not have. If you do not have role management access, the Security Groups menu is not available in Lone Wolf Account.

Note: If you have role management permissions in brokerWOLF, these permissions carry over to Lone Wolf Account when you first create your Lone Wolf Account profile, but do not sync after that point, regardless of whether they change in brokerWOLF.

Product access refers to which security groups have the ability to access which Lone Wolf products, such as Lone Wolf Analytics. For example, you may need full access to Lone Wolf Analytics, but may not need to grant your agents access to the product.

Function access is only available if product access is enabled. This level of access refers to which security groups have the ability to see and do what within a particular function in a Lone Wolf product. For example, in Lone Wolf Analytics, you might give your User security group the ability to access the built-in reports in the 1 Property Listings folder, but not give them the ability to access the custom reports contained in the 1 Property Listings Data folder.

Notes:

a. By default, the Admin security group has pre-set product and function access permissions, but, in most cases, you can customize the permissions to meet your buisness’ needs.

b. The User security group, and any other custom groups you create have no default settings, and must be configured manually.


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c. The extent to which you can customize permissions for default and custom security groups varies by Lone Wolf product.

Setting access permissions on their own is insufficient to control which users can see and interact with which products and functions. The access permissions must have scope applied to them in order to take effect. Scope permissions determine the extent to which an access permission applies within the security group.

For example, you can create a security group with a set of access permissions for Lone Wolf Analytics, with a scope setting that dictates that the permissions only apply to a certain office. You can then create a separate security group for a different office with a different set of permissions that only applies to the scope of that office.

Permission scope is what truly allows you to customize your permissions for your business’ needs.

There are two types of scope permissions:

• Role management scope

• Product access scope

Role management scope permissions determine the extent to which a member of a security group has the ability to manage permissions. For example, you might have an admin user that only has the ability to manage permissions for their office, but not other offices.

Product access scope permissions determine the extent to which a member of a security group has the ability to access the different functions in a Lone Wolf product. For example, you can set up a security role for Lone Wolf Analytics that allows users to only view the 8 Agent Management folder in the repository. You can then use the scope settings to apply the permissions to all offices, the user’s own office, or several specific offices.

Related Articles



• Set Lone Wolf Analytics Access Permissions


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Set Lone Wolf Analytics Access Permissions for a Security Group Summary Describes how to enable and set up access scope and permissions for Lone Wolf Analytics in Lone Wolf Account.

Context Set up your access permissions to control which Lone Wolf Account users are able to access Lone Wolf Analytics, and what they are able to see and do in the product after they access it. The set up process has several steps that must be completed in sequence:

1. Enable users in the security group to access Lone Wolf Analytics.

2. (Optional) If you have not already done so, enable and set the role management scope level for the security group.

3. Set the function access scope level for Lone Wolf Analytics.

4. Enable individual function access for Lone Wolf Analytics.

The individual function access permissions for Lone Wolf Analytics act solely upon both the default and custom made repository folders in the product. For more information on the repository, see “About the Repository”.

Before You Begin Required: Internet connection, valid Lone Wolf Account login credentials, admin role management permissions and scope

Steps Enable Product Access to Lone Wolf Analytics 1. Do one of the following:




2. Click the name of the security group you need to set up the access permissions to.



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3. In the Permissions area, click ALL PRODUCTS.

The list of available products opens.

Note: The contents of the list varies, based on which Lone Wolf products you have purchased.

4. Click access next to Analytics.

The Analytics Permissions area opens beneath the Permissions area.


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Access to Lone Wolf Analytics is enabled for this security group.

(Optional) Enable and Set Role Management Access Scope for the Security Group Note: You only need to complete this step if you need to allow Lone Wolf Account admin users to edit the access permissions for this security group. If you have already completed this step, or do not need to complete this step, skip to “Set Function Access Scope for Lone Wolf Analytics”.

1. In the Permissions area, click SECURITY.

The SECURITY tab opens.

2. Use the Access switch to enable role management for this security group.

Set Function Access Scope for Lone Wolf Analytics 1. In the Analytics Permissions area, click SCOPES.

The SCOPES tab opens.

2. Use the Scope dropdown to do one of the following:


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• Select My Office if you need to apply the access permissions to each user’s own office data.

• Select Selected Offices if you need to apply the access permissions to multiple, or only a specific office.

Check each office in the list that you need to apply the access permissions to.

• Select All Offices if you need to apply the access permissions to all the offices in your brokerage.

Note: By default the Scope dropdown is set to All Offices.

The function access scope is set for all users in this security group.

Enable Function Access to Lone Wolf Analytics 1. In the Analytics Permissions area, click PERMISSIONS.

The PERMISSIONS tab opens.

2. For each function in the list, do one of the following:

• If you need to enable users in the security group to make changes to the information contained in the function, check Edit.

• If you need to enable users to view the information contained in the function, but not make changes to it, check Read Only.

• If you need to prevent users from viewing or making changes to the information contained in the function, check No Access.

Use the table below as a reference when determining what level of access permissions to select for each function.


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Permission Name Description Repository Items Affected

Organization Permissions

Ad Hoc Components A pre-made custom folder included with every instance of Lone Wolf Analytics. It is used to contain your custom report elements, such as reports, and ad hoc views.

Any report elements contained within the folder.

Public Resource Permissions

1 Property Listings Contains reports related to brokerWOLF property listings.

Built-in reports

1 Property Listings Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF property listings.

Ad hoc views, domains (data sources), dashboards

2 Deal Records Contains reports related to brokerWOLF deals.

Built-in reports

2 Deal Records Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF deals.


3 Trust Account Contains reports related to brokerWOLF trust/escrow information.

Built-in reports

3 Trust Account Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF trust/escrow information.


4 Accounts Receivable Contains reports related to brokerWOLF accounts receivable (A/R) accounting information.

Built-in reports

4 Accounts Receivable Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF accounts receivable (A/R) accounting information.


5 Accounts Payable Contains reports related to brokerWOLF accounts payable (A/P) accounting information.

Built-in reports

5 Accounts Payable Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF accounts payable (A/P) accounting information.


8 Agent Management Contains reports related to brokerWOLF agent performance and production.

Built-in reports


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8 Agent Management Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF agent performance and production.


9 Staff Payroll Contains reports related to brokerWOLF staff payroll information.

Built-in reports

9 Staff Payroll Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF staff payroll information.


F Financial Contains reports related to brokerWOLF financial accounting statements.

Built-in reports

F Financial Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF financial accounting statements.


I Information Contains reports related to brokerWOLF system use.

Built-in reports

I Information Data Contains ad hoc views, domains (data sources), and dashboards related to brokerWOLF system use.


Notes:

a. You are unable to grant edit permissions to any of the default repository folders in the list above, only custom folders you have created in the repository.

b. If you add a custom folder to the repository, the new folder’s permissions appear in the list of permissions, and are handled identically to a default permission item. For example, if you create a custom folder named “My Folder” in the repository, a permission item for “My Folder” appears in the list of permission. See “Use the Repository to Organize Your Folders” for more information on custom folders in Lone Wolf Analytics.

c. See “About the Repository” for more information on the Lone Wolf Analytics repository default folder structure.

d. By default, all functions are set to No Access.

3. When you are finished setting your permissions, click SAVE.



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7. Click CONTINUE.


Your permissions are saved and applied to all users in the security group.

Related Articles




• Introduction to Lone Wolf Analytics

• About the Repository

• Use the Repository to Organize Your Folders

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