Introduction to User Roles

  • Updated

User Roles are a critical functionality that empowers administrators to manage and restrict access to specific areas of the application for different users. Whether you’re looking to ensure that staff members only see what they need or you're aiming to protect sensitive data, adjusting User Roles is an essential task.

Creating & Assigning User Roles

If the default roles don’t perfectly fit the needs of your organization, you have the ability to create custom roles:

  1. Navigate to the Settings menu and select Maintain User Roles.
  2. Click on Create New User Role.
  3. Enter a name for the role and specify the permissions by selecting the relevant areas of the application.

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Default User Roles

Every user within Re-Leased needs to be assigned a role to access the system. By default, there are four predefined roles:

  • Administrator
  • Account Manager
  • Property Manager
  • Read Only

An Administrator plays a crucial role and should be assigned selectively, as they have unrestricted access to the application. Your account must include at least one Administrator, who will act as our designated point of contact at Re-Leased.

Understanding User Roles

The predefined roles come with their own set of permissions. For a detailed breakdown of what each role can do, please use the provided link to view Default User Roles & Associated Permissions.

 

Customizing user roles not only enhances security but also streamlines the user experience by limiting distractions and potential errors caused by unauthorized access to certain features.

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