How do I set and manage permission roles?

User permissions in Nines have two distinct components: Permissions Roles and Property Permissions.

Permissions Roles are managed on the Permissions & Users page.
Property Permissions are managed on each individual Resident or Staff profile (when not yet a user) and on the Users page (once they are a user).

Together, these settings determine each user’s experience in the platform. One user may have full visibility across the entire account, while another may log in and see only limited navigation options — such as a specific Property and their assigned Tasks.

Permissions Roles

Every user must be assigned a permissions role. You can choose from the default roles (Admin, Manager, Viewer) or, if your account allows advanced role management, create custom roles tailored to your needs.

To manage roles:

Navigate to Users in the left-hand menu.
Select a user.
Assign or update their role.

Each user can have a unique role, or multiple users can share the same role.

Custom Roles

Custom roles provide flexibility and efficiency, especially when managing multiple staff members or vendors with similar responsibilities.

For example:

Create a Housekeeper role to quickly apply consistent permissions to all housekeeping staff.
Create a Renovation Project role for contractors who need access only to renovation-related information.

When creating a custom role, you can define exactly what users can:

View
Create
Edit
Delete

You can also control whether the role allows access to sensitive fields across the account.

Keep in mind: the more roles you create, the more complex your permissions structure becomes. While granular control can be powerful, simplicity often makes long-term management easier for account administrators.