Step 5: Create your User Roles

User Roles allow you to give different permissions to various staff members within your property management team. For example, property managers can have access to all the services, your super independent to some specific services that he or she may use, while your security guards/doormen/concierge can only have access to the services that are relevant for them.

To add a new user role from the Menu go to Administration > User Roles.

Hit the New User Role button on the right of the data set. Create a name for your role, assign the corporation and click save!

Once the role has been created you will see it pop up in the table. Click the new role that you have just created to load the Detailed View Pane on the right.

Now you can edit the permissions for this role. This is where you get to customize this role to fit your property's needs! You can choose to give the access of Read, Write/Update, Delete, Approve and Settings. Once finished selecting the permissions you would like this role to have, click save and you are all set!

Repeat the process as necessary for each user role that you would like to setup, and repeat again if you need to setup for your other properties/corporations.

• Now that your user role is set up. Its time to invite your staff!