Settings - Johnson CRM

Google connection

Connected (sample state)Uses the firm's own Google Cloud project.

1
Create a Google Cloud project
Done by the firm. We provide a step-by-step guide.
2
Enable Sheets, Forms, Drive APIs
3
Paste OAuth client ID
Client ID (sample)
Secrets are stored encrypted on the server, never in the browser.
4
Sign in and grant access

Sheets: listings master sheet (two-way)

Forms: deal forms, answers collected per deal

Drive: auto-create a folder per deal

Website: import listings from johnsoncommercialgroup.com

The owner turns each permission on or off per role. By default agents see only their own clients and deals.

Agents see only their own clients and deals

Permission	Owner	Broker	Agent	Assistant	Marketing
View all listings
Edit listings
See ALL clients and deals (off = only their own) Owner decision. Default for Agents: off, so agents see only their own clients and deals.
See firm-wide financials
Manage users and roles
Connect Google
Request and approve marketing

The Owner role always has every permission. Changes here are not saved in this sample.

The CRM installs to a phone or computer like a native app.

Your browser will offer to install this app when it is ready. On iPhone, tap Share, then Add to Home Screen.

Loading sample (spinner state)

Error state: Google sign-in expired. Reconnect.