Understanding Access Levels for CRM Marketplace Developers

The CRM Marketplace provides developers with two distinct access levels to integrate their applications: Location Level Access and Agency Level Access. These access types determine the scope of data and operations your application can perform within the CRM ecosystem.

Location Level Access (Sub-Account)

Location Level Access, also referred to as Sub-Account access, allows your application to interact with data and perform operations specific to an individual location within an agency. This is ideal for applications that need to manage resources or automate processes for a single business unit or location.

Agency Level Access (Company)

Agency Level Access, sometimes called Company access, grants your application permissions to manage data and operations across all locations within an agency account. This broader access level is suitable for applications that need to coordinate activities or aggregate data from multiple locations under a single agency.

Choosing the Right Access Level

When building your application, consider which access level aligns with your functionality needs. Location Level Access provides targeted control for specific sub-accounts, while Agency Level Access enables comprehensive management across the entire organization. The CRM's API v2.0 supports both access types to ensure efficient data handling and interoperability with marketplace applications.

Getting Developer Support

If you need assistance with API integration or have questions about access levels, you can contact developer support through the CRM's dedicated support portal. When submitting a support request, include detailed information about your application and the specific issue you're encountering. Providing screen recordings or detailed examples can help the support team resolve your inquiry more efficiently.