User roles in Re-Leased are predefined sets of access permissions that control what areas of the system a user can view or edit. Setting up roles before inviting users ensures consistent access across your team.
See Section 2 of the self-guided demo: Managing Users
How to Create and Assign User Roles
Navigate to Settings.
Select Company & Users.
Choose Maintain User Roles.
How to Customise User Roles
Within Maintain User Roles, select the role to customise.
Review the permissions list and toggle each permission on or off as required.
Click Save to apply changes.
Default Permission Reference
Section | Permission | Administrator | Account Manager | Property Manager | Read Only |
Dashboard | Global calendar | Y | Y | Y | Y |
Dashboard | Can view event details | Y | Y | Y | N |
Dashboard | Can access analytics | Y | Y | Y | Y |
Dashboard | Can access maintenance hub | Y | Y | Y | N |
Dashboard | Can create/edit maintenance tasks | Y | Y | Y | N |
Dashboard | Can manage maintenance quotes & work orders | Y | Y | Y | N |
Dashboard | Can complete maintenance tasks | Y | Y | Y | N |
Dashboard | Can access inspection hub | Y | Y | Y | N |
Dashboard | Can create/edit inspection tasks | Y | Y | Y | N |
Dashboard | Can complete inspection tasks | Y | Y | Y | N |
Dashboard | Can access arrears | Y | Y | Y | Y |
Properties | Has access to properties | Y | Y | Y | Y |
Properties | Can create a new property | Y | Y | Y | N |
Properties | Can edit property details | Y | Y | Y | N |
Properties | Can archive property | Y | Y | Y | N |
Properties | Can restore property | Y | Y | Y | N |
Properties | Can import new properties | Y | Y | Y | N |
Properties | Can approve budget by area | Y | Y | Y | Y |
Properties | Can reconcile budget by area | Y | Y | Y | Y |
Leases/Tenancies | Has access to tenancies | Y | Y | Y | Y |
Leases/Tenancies | Can create a new tenancy | Y | Y | Y | N |
Leases/Tenancies | Can edit tenancy details | Y | Y | Y | N |
Leases/Tenancies | Can archive tenancy | Y | Y | Y | N |
Leases/Tenancies | Can restore tenancy | Y | Y | Y | N |
Leases/Tenancies | Can import tenancies | Y | Y | Y | N |
Income & Expenses | Has access to income and expenses | Y | Y | Y | N |
Income & Expenses | Can create invoice/credit note | Y | Y | Y | N |
Income & Expenses | Can approve invoice/credit note | Y | Y | Y | N |
Income & Expenses | Can edit invoice/credit note | Y | Y | Y | N |
Income & Expenses | Can delete invoice/credit note | Y | Y | Y | N |
Income & Expenses | Can void invoice/credit note | Y | Y | Y | N |
Income & Expenses | Can process payments | Y | Y | Y | N |
Income & Expenses | Has access to invoices without property/tenancy | Y | Y | Y | N |
Income & Expenses | Can create tax returns | Y | N | N | N |
Client/Trust Accounting | Has access to trust accounting | Y | Y | N | N |
Client/Trust Accounting | Can disburse funds | Y | Y | N | N |
Client/Trust Accounting | Can close a period | Y | Y | N | N |
Client/Trust Accounting | Has access to bank statements | Y | Y | N | N |
Client/Trust Accounting | Has access to bank deposits | Y | Y | N | N |
Client/Trust Accounting | Can modify ledgers | Y | Y | N | N |
Client/Trust Accounting | Can access trust accounting reports | Y | Y | N | N |
Client/Trust Accounting | Has access to bonds | Y | Y | N | N |
Client/Trust Accounting | Can raise manual fees | Y | Y | N | N |
Client/Trust Accounting | Has access to non-resident tax | N | N | N | N |
Contacts | Has access to contacts | Y | Y | Y | Y |
Contacts | Can create a new contact | Y | Y | Y | N |
Contacts | Can edit contact details | Y | Y | Y | N |
Contacts | Can archive contact | Y | Y | Y | N |
Contacts | Can restore contact | Y | Y | Y | N |
Contacts | Can export contacts | N | N | N | N |
Documents | Has access to documents | Y | Y | Y | N |
Documents | Can create a new document | Y | Y | Y | N |
Documents | Can edit document details | Y | Y | Y | N |
Documents | Can archive documents | Y | Y | Y | N |
Documents | Can restore documents | Y | Y | Y | N |
Documents | Can download documents | Y | Y | Y | N |
Documents | Can manage bank accounts | Y | N | N | N |
Reports | Has access to reports | Y | Y | Y | Y |
Settings | Has access to settings | Y | Y | Y | N |
Settings | Company & User settings visible | Y | N | N | N |
Settings | General settings visible | Y | Y | Y | N |
Settings | Accounting settings visible | Y | Y | Y | N |
Settings | Add-on and Integration settings visible | Y | N | N | N |
Settings | Communication settings visible | Y | Y | Y | N |
Settings | Can import data | Y | Y | Y | N |
Settings | User can manage other users | Y | N | N | N |
Settings | User can manage subscriptions | Y | N | N | N |