How do I set and manage user permissions?

Note: You must have the appropriate permissions to view the Users overview and manage user permissions. 

Understanding User Permissions

User permissions in Nines consist of two separate layers:

  1. Permissions Role – What the user can see and do

  2. Property Permissions – Where the user can see and do it

Together, these settings shape the user's experience. At one end, a user may have full access to everything across all properties; at the other, a user might only see the Property and Tasks tabs in the app for just one property, with access limited to their own tasks.

1. Permissions Role

Each user is assigned a permissions role, which defines their level of access across the account.
You can choose from preset roles like Admin, Manager, and Viewer, or create your own Custom Roles for greater flexibility.

To assign or edit roles:

  • Go to the HouseholdUsers page in the left-hand menu

  • Select a user and choose or update their role

Custom roles are especially useful for setting consistent access levels across multiple users. For example:

  • Create a Housekeeper role for staff with basic access to housekeeping tasks

  • Set up a Renovation Project role for contractors who only need access to specific renovation-related tasks and documents

When creating a custom role, you can define exactly what users with that role can view, create, edit, or delete.

Note: The more roles you create, the more complex permissions management becomes, which can increase administrative overhead.

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2. Property Permissions

While the permissions role determines what a user can do, property permissions control where they can do it.

Even users with an Admin role must be granted access to specific properties.

To manage property permissions:

  • Go to the HouseholdUsers page in the left-hand menu
  • Select the user
  • Choose which household(s) and property(ies) they should have access to

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