Who can do what with money in an organization?
ForProperty managers
Who can do this
Organization admins have every permission below. Members get what their role grants (Settings → Roles & Permissions, chapter 02).
Where to find it
Settings → Roles & Permissions
Steps
- Wallet permissions: View Wallet (shows Wallet in the side nav), Request Payouts (the Payout button), View Wallet Transactions.
- Accounting permissions used in this chapter: View Accounting, Create Transactions (record rent payments, deposits, credits, transfers), Approve & Post Transactions (approve disbursements, refunds, voids of payments, closed-period changes), Owner Disbursements & Statements (Distributions, record disbursements and settlements, owner bank setup links).
- Invoices permissions: Edit Invoices lets a role use Mark As Paid on online rent invoices.
- Only an admin can change Hold owners' money in Wallet.
Limits
Landlord accounts are one person and have every permission.
Did this answer your question?