Help Centre

What does each permission do?

ForProperty managers

Who can do this

Concept for Organization admins.

Where to find it

Settings → Roles & Permissions → a role → permission groups.

Steps

  1. Expand a group to see its permissions. The groups and permissions are:
    • Properties: View Properties, Create Properties, Edit Properties, Delete Properties.
    • Leases: View Leases, Create Leases, Edit Leases (also unlocks Settings → Leases), Delete Leases, Terminate Leases, Force-Terminate Leases.
    • Tenants: View Tenants, Create Tenants, Edit Tenants, Remove Tenants.
    • Maintenance Requests: View, Create, Edit, Delete and Assign Maintenance Requests.
    • Inspections: View, Create, Edit and Delete Inspections.
    • Tasks: View, Create, Edit and Delete Tasks.
    • Notices: View Notices, Prepare Notices, Serve Notices, Delete Notices.
    • Vendors: View, Create, Edit and Delete Vendors.
    • Owners: View, Create, Edit and Delete Owners.
    • Invoices: View, Create, Edit, Delete and Send Invoices.
    • Documents: View Documents, Upload Documents, Edit Documents, Delete Documents.
    • Accounting: View Accounting, Create Transactions, Edit Transactions, Delete Transactions, Generate Financial Reports, Manage Bank Connections, Approve & Post Transactions, Owner Disbursements & Statements.
    • Applications: View Applications, Process Applications, Delete Applications.
    • Screening: View Screening Results, Request Screening.
    • Users & Organization: View Organization Users (Members tab), Invite Users, Edit User Roles (also the Organization tab), Remove Users, Manage Roles & Permissions (Roles & Permissions tab).
    • Wallet: View Wallet (Wallet tab), Request Payouts, View Wallet Transactions.
    • Settings: Manage Subscription (Billing tab), Manage Knowledge Base, Configure Accounting Settings, Manage Notification Settings, Manage Integrations, Manage Tags.
    • Integrations: Connect DocuSign, Connect QuickBooks, Connect Google Calendar, Connect Outlook Calendar.
    • Inbox: View Inbox, Send Messages.
    • Announcements & Groups: View, Send and Delete Announcements; View, Create, Edit, Archive and Delete Groups.
    • AI Assistant: Use AI Assistant, Create Entities via AI (also data imports and the Migrate data tab), AI Access to Financial Data, Edit Entities via AI, Delete Entities via AI.
    • Reports: View Reports, Export Reports, Generate P&L Reports.
    • Data Access: View Assigned Properties Only, View All Organization Data.

What happens next

A member gets exactly the ticked permissions. View Assigned Properties Only limits the member to the properties they are assigned to.

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