Each user is assigned deal access at a level of the hierarchy which gives them access to that hierarchy level and all levels below. In addition, the user is given deal access rights, which determine if they can view and edit a deal, or just view a deal. The deal access level and rights are defaulted based on user type; however these are configurable to meet individual requirements.
Example of different types of deal access and rights:
User Type: Broker
Deal Rights: View and Edit (V/E)
Access Level: All Deals For Firm
User Type: Assistant
Deal Rights: View and Edit (V/E)
Access Level: Own Deals
User Type: Regional Manager
Deal Rights: View
Access Level: Regions Deals