SectionPermissionAdministratorAccount ManagerProperty ManagerRead Only
Dashboard PermissionsGlobal calendarYYYY

Can view event detailsYYYN

Can access analyticsYYYY

Can access maintenance hubYYYN

Can create/edit maintenance tasksYYYN

Can manage maintenance quotes & work ordersYYYN

Can complete maintenance tasksYYYN

Can access inspection hubYYYN

Can create/edit inspection tasksYYYN

Can complete inspection tasksYYYN

Can access arrears
YYYY






Property PermissionsHas access to propertiesYYYY

Can create new propertyYYYN

Can edit property detailsYYYN

Can archive propertyYYYN

Can restore propertyYYYN

Can import new propertiesYYYN






Tenancy Permissions

Has access to tenancies


YYYY

 Can create new tenancy  YYYN

 Can edit tenancy details  YYYN

 Can archive tenancy  YYYN

 Can restore tenancy  YYYN

 Can import tenancies  YYYN






Income and Expenses PermissionsHas access to income and expensesYYYN

Can create invoice/credit noteYYYN

Can approve invoice/credit noteYYYN

Can edit invoice/credit noteYYYN

Can delete invoice/credit noteYYYN

Can void invoice/credit noteYYYN

Can process paymentsYYYN

Has access to invoices without property/tenancyYYYN






Trust Accounting PermissionsHas access to trust accountingYYNN

Can disburse fundsYYNN

Can close a periodYYNN

Has access to bank statementsYYNN

Has access to bank depositsYYNN

Can modify ledgersYYNN

Can access trust accounting reportsYYNN

Has access to bondsYYNN

Can raise manual feesYYNN






Contact PermissionsHas access to contactsYYYY

Can create new contactYYYN

Can edit contact detailsYYYN

Can archive contactYYYN

Can restore contactYYYN






Document PermissionsHas access to documentsYYYN

Can create new documentYYYN

Can edit document detailsYYYN

Can archive documentsYYYN

Can restore documentsYYYN

Can download documentsYYYN






Report PermissionsHas access to reportsYYYY






Settings PermissionsHas access to settingsYYYN

Company & User settings visibleYNNN

General settings visibleYYYN

Accounting settings visibleYYYN

Add-on and Integration settings visibleYNNN

Communication settings visibleYYYN

Can import dataYYYN

User can manage other users
YNNN

User can manage subscriptions
YNNN