This article will teach you how to manage property staff user features and permissions.
- From the Property & Facility menu, click Properties.
- From the Properties page, click the name of the applicable property.
- From the [Property Name] page, click the Team tab.
- Click the name of the applicable staff user.
- Note: If you are unable to locate the staff user, see Adding a Staff User to a Property.
- Once the Update Staff Member window has opened, navigate to the Features field in the form presented and select the checkboxes that you desire to apply to the staff user:
| Feature | Definition |
|---|---|
| Broadcasts | Create, send, and view historical email broadcasts to tenant contacts. |
| Certificates of Insurance (COI) | Add and edit tenant and vendor COI information and attachments. |
| Clients [BETA] | (Currently in development) |
| Contracts | Add and edit vendor contract information and attachments. |
| Incidents | Add and edit property incidents and attachments. |
| Inspections [BETA] | Add and edit property inspections (currently in development). |
| Leases | Add and edit lease information and attachments (see also Tenant Manager). |
| Preventive Maintenance (PM) | Edit PM Work Orders assigned to the user and add unscheduled PM Work Orders. |
| Property Management | Grants access to the Property & Facility App (must remain selected). |
| Property Management: Portfolios | Add and edit portfolio information; organize properties by portfolio. |
| Property Profile | View property information (property details, buildings, spaces, and staff users). |
| Service Request Dispatcher [BETA] | (Currently in development) |
| Service Requests | View and edit Service Requests assigned to the user and add new Service Requests. |
| Settings |
View and edit settings for Property & Facility features. Note: Some features may require Admin access. |
| Shared Resources | Add and edit Shared Resource Reservations. |
| Tasks [BETA] | Add and edit Tasks assigned to the user and add new Tasks (currently in development). |
| Tenant Manager | Add and edit tenant information, leases, and tenant contacts. |
| Vendor Manager | Add and edit vendor information and vendor contacts. |
| Visitor Security | View and edit visitors added by the user. |
| Visitor Security: Loading Dock | Check-in/check-out visitors for properties with visitor security at loading docks. |
| Administrator Features | |
| Broadcasts Admin |
Add, modify, and define templates for broadcasts. Note: The user must have Settings access. |
| Charge Types Admin |
Add and edit tenant billing charge types for Service Requests. Note: The user must have Settings access. |
| Clients Admin [BETA] | (Currently in development) |
| COI Admin | Review and approve pending COIs. |
| Inspections Admin [BETA] | (Currently in development) |
| Preventive Maintenance: Property Administrator |
Access to all PM Work Orders for the property and the ability to add and edit PM equipment, tasks, and schedules. Note: The user must have Settings access. |
| Property Profile: Admin | View and edit property information and the ability to add staff users. |
| Resources Admin | Approve Resource Reservations. |
| Service Request Charges | Approve Service Request billable charges. |
| Service Requests Admin | Access to all Service Requests for the property. |
| Tasks: Admin [BETA] | Access to all Tasks for the property (currently in development). |
| Vendor Management Admin | Approve vendors added to the property. |
| Visitor Security Admin | View all visitors registered at the property and review/approve vendor visitors. |
- Click the Save button.
- The features and permissions of the staff user have now been updated.