Settings

Choose a settings area, make the change, then move on without digging through one long page.

Settings Menu

OverviewProvider status and local simulation state Source Of TruthFloor plans, FAQs, fees, specials, policies Market SurveyOff-campus competitor pricing pulls Lead SourcesActive intake and attribution channels TemplatesText and email templates AutomationsFollow-up sequences and steps Availability & Handoff3Office booking windows and call tree AI Safeguards3Admin AI controls and review inbox Users And RolesTeam access and permissions API KeysEncrypted service credentials

Users

Local development users and role assignments.

Admin User

admin@bulldogcrossing.local

Admin

Leasing Agent

agent@bulldogcrossing.local

Leasing Agent

Property Manager

manager@bulldogcrossing.local

Property Manager

Role Permissions

Admin controls what each role can see and do.

Admin

Full system owner

Navigation

View dashboardView calendarView reportsView leadsView pipelineView settings

Lead Work

Create leadsAdd and correct lead source touchesAdd notesCreate and complete calendar tasksMove lead stagesManage calls and toursMark Do Not ContactToggle AI and human takeover

Communication

Send manual textsSend manual emails

Configuration

Edit pipelineManage property facts and sourcesManage templatesManage automationsManage users and role permissions

Property Manager

Leasing operations lead

Navigation

View dashboardView calendarView reportsView leadsView pipelineView settings

Lead Work

Create leadsAdd and correct lead source touchesAdd notesCreate and complete calendar tasksMove lead stagesManage calls and toursMark Do Not ContactToggle AI and human takeover

Communication

Send manual textsSend manual emails

Configuration

Edit pipelineManage property facts and sourcesManage templatesManage automationsManage users and role permissions

Leasing Agent

Daily prospect follow-up

Navigation

View dashboardView calendarView reportsView leadsView pipelineView settings

Lead Work

Create leadsAdd and correct lead source touchesAdd notesCreate and complete calendar tasksMove lead stagesManage calls and toursMark Do Not ContactToggle AI and human takeover

Communication

Send manual textsSend manual emails

Configuration

Edit pipelineManage property facts and sourcesManage templatesManage automationsManage users and role permissions