How do I set and manage permission roles?

User permissions have two separate aspects to set and manage: permissions role and property permission. Permissions role is set and managed on the Permissions and Users page, the Property permissions are set and managed on the Resident or Staff profile page.

Based on these settings, every user has a different account experience. A user could see everything on the one end or on the other extreme end a user could log in and only see the Property and Tasks in the navigation bar to see their own tasks in the app.

Permissions role: Every account user has a permissions role. You can use the pre-set roles (Admin, Manager, Viewer) or, if you have advanced permissions to manage roles, add new custom roles. Click "Users" in the lefthand pane to edit your account's users and assign roles. You can have a different role for every user, or use the same role for certain users.

Custom Roles can give you more flexibility and help you save time when you're granting permissions to different users. For example, you could create a "Housekeeper" role to easily give all of your housekeepers the same (or similar) permissions, or you could create a "Renovation Project" role for any contractors who need specific access to information pertaining to a renovation project.

You can get as granular as you'd like when you create a custom Role. You can choose exactly what users with this Role can see, create, edit and delete. Keep in mind, the more Roles you add, the more complex your permissions settings become (which may lead to more work for you as the Admin).

Note: Permissions for the Properties and Zones are still in further development to set more granular permission.