Help Centre

What does each type of user see in the side nav?

ForLandlordsProperty managers

Who can do this

Everyone.

Where to find it

The side nav on the left (desktop) or Open Menu in the top bar (phone).

Steps

  1. Landlord (solo): Dashboard, Properties, Leases, Tenants, Announcements, Maintenance Request, Inspections, Tasks, Vendors, Documents, Accounting, Applications, then below a divider Inbox and Wallet. There is no Owners item for a solo landlord.
  2. Organization: the same list with Owners between Properties and Leases. Each item needs its view permission (for example View Properties, View Owners). Announcements shows if the role has View Announcements or View Groups. Inbox needs View Inbox and Wallet needs the wallet view permission.
  3. Tenant: Dashboard, Leases, Payments, Maintenance Request, Announcements, Inspections, Signed documents, then Inbox. Tenants have no Documents page.
  4. Owner: Dashboard, Properties, Leases, Maintenance Request, Inspections, Financials, Documents, Signed documents, then Inbox and Wallet.
  5. Landlords and Organization users also get a Search... field (with a ⌘ K hint) at the top of the side nav and a floating Kai button. Tenants and owners don't.

Good to know

An Organization member on the default Employee role sees every operational item but not Wallet. A Guest sees view-only items with no Accounting or Wallet. While permissions load after sign-in, only Dashboard shows; the other items appear once loaded.

Limits

The side nav can't be collapsed to icons.

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