User Permissions

Author: Krasto Milchev

Last Updated: March 15, 2023 15:47

Users have different abilities depending on the teammate role they have in OfficeRnD.

A role is given in the Settings/My Account/Teammates tab. The process is described here.

The Role can be changed at any time by clicking on the cogwheel next to a teammate and selecting Edit.

User Permission Levels

The following table depicts the various user permission levels in a project:

Modules / Actions	Viewer	Reception	Center Manager	Owner
Dashboard	View	View	View	View
Community	View	View	View / Add / Edit / Delete	View / Add / Edit / Delete
Collaboration	View	Tickets - Full Benefits - Add Others - View	Full Access	Full Access
Space	View	View	View / Add / Edit	View / Add / Edit / Delete
Calendar	View	View / Add / Edit / Delete	View / Add / Edit / Delete	View / Add / Edit / Delete
Billing - Plans, Resource rates, Amenities, Discounts	View	View	View / Add / Edit / Delete	View / Add / Edit / Delete
One-off Fees	View	View / Add / Edit / Delete	View / Add / Edit / Delete/	View / Add / Edit / Delete/Approve
Contracts	View	View	View / Add as Draft	View / Approve / Add / Edit / Delete
Edit, Delete, Void Invoices			✓	✓
Manage Billing Settings				✓
Settings / Manage account				✓
Orders	View	View	View / Add / Change Status	View / Add / Change Status
Goods	View	View	View / Add / Edit	View / Add / Edit / Delete
Stores	View	View	View / Add / Edit	View / Add / Edit / Delete
Order Settings	-	-	-	View/Edit
Reports	View	View	View	View
Analytics	View	View	View	View

You can choose to disable access to different modules for each of the permission levels when adding the teammate, or by editing their role.

A Teammate can be removed by going to Settings/My Account/Teammates tab, clicking on the cogwheel on the right side of their Role, and selecting Delete. This will remove the teammate's admin permissions, but their Member's profile will remain in the system and will not be changed in any other way.

Custom admin roles can be set up from Settings/My Account in the Permissions tab. More information about custom roles can be found here.