BrokerChamp
Official Documentation
Official Documentation
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Not a CRM. BrokerChamp runs the brokerage back office.

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Understanding Admin Permissions

How admin access works in BrokerChamp: a flag on the profile, then thirteen capability checkboxes. There are no named roles.

Updated August 18, 2026

Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Admin Roles under People & Roles. That page is headed with a prompt to select an administrator.

Who can change permissions: admins with the Staff and Administrator Profiles capability, and Primary Admins. Anyone with it can grant capabilities, including to themselves, so it is the one to hand out most carefully.

Two Steps, Not One

Step 1, the profile: open the person in Company Directory and set "Is an administrator?" to Yes under Administrator Information, then Submit Changes. Until that is done they do not appear in Admin Roles at all.
Step 2, the capabilities: open Admin Roles, select them, click Go, tick the capabilities they should have, and click Update.
Warning: Flagging someone as an administrator already grants most capabilities on its own. The second step is usually about taking things away rather than adding them, so do not skip it on the assumption they start with nothing.

There Are No Roles

BrokerChamp has no Super Admin, Transaction Manager or Communication Manager role. There are thirteen independent checkboxes and a person's access is exactly the set that is ticked. See What Each Admin Capability Unlocks for what each one does.

Note: Primary Admin is the exception worth knowing: it carries every capability, and it is the only one that unlocks Compensation Plans.
Tip: There is no permissions report and no audit viewer inside the dashboard, so the only way to see who has what is to open each person in Admin Roles. Worth a review once a year.

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