Overview of User Roles and Permissions
User roles in Re-Leased determine what actions a user can perform and what information they can access. Roles can be customized to meet specific needs, such as allowing view-only access or enabling specific actions like adding notes.
Managing Property and Tenancy Permissions
To allow a user to view all properties and tenancies while restricting their ability to make changes, follow these steps:
Assign the user the Read Only role. This role allows users to view property and tenancy details without edit rights.
Note that the default Read Only role typically does not permit adding notes, as it restricts all editing actions.
If you need to allow note-taking while keeping other edit permissions disabled, you will need to customize the permissions. Review the permissions associated with the Read Only role and create a custom role that enables note-entry specifically while keeping all other edit permissions off.
Granting Access to Additional Companies
To grant a user access to additional companies in Re-Leased:
Navigate to Settings > Users.
Click on the user’s name to open their profile.
Go to the Companies tab.
Under the "Companies without access" section, select the company or companies the user needs access to.
Click Confirm to save the changes.
Customizing Roles and Permissions for Specific Needs
Re-Leased allows administrators to create custom roles to meet unique requirements. For example, if a user needs to view all properties and tenancies but also add notes, you can:
Start with the Read Only role as a base.
Enable the specific permission for adding notes.
Ensure all other edit permissions remain disabled.
This flexibility ensures that users have the access they need without compromising data security or integrity.
FAQs and Troubleshooting Tips
What if a user cannot see a property or tenancy they should have access to? Double-check their assigned role and permissions, and ensure they have access to the relevant company.
Can I modify default roles? Default roles cannot be modified, but you can create custom roles based on them.
By following these steps and guidelines, you can effectively manage user roles, permissions, and access in Re-Leased, ensuring that users have the appropriate level of access for their responsibilities.