User Roles

There are 2 options to use the Marketspace listing portal: as a registered or a non-registered user.

Non-registered users are called Anonymous. They can use only limited functionality of the product in Guest view without the ability to store data and settings between sessions. Anonymous users have access to Anonymous Listing Portal and can filter listings, review them, and save them to Favorites.

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Registered users include 2 sub-roles.

After registration users automatically receive Guest user security role. Guests - external users (for ex., Investors, Investor brokers, attorneys, etc.) who have access to the app in Guest view mode only. They require just a registered guest license, which will be free for this user (either free at all or paid by the Organization), yet the guest user must accept the license agreement, which will be a trigger for the creation of a License record.  Guest users can be transferred to the Internal by providing an Internal user license and assigning Broker security role. 

Admin users can turn Guest user into Internal User - full-fledged user with the fullest set of opportunities on the portal.