User Permissions

Summary

Users have different permissions depending on the role they have in OfficeRnD.

A role is given in Settings/Account Details/Admin Users. The process is described here.

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

Custom Roles can be created as well, with granular control over permissions. Click here to learn more.

User Permission Levels

The following table depicts the various user permission levels in a project. You can choose to disable access to different modules for each of the permission levels when adding the teammate, or by editing their role.

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


Note: Only the "Owner" permission can detach the invoices

Was this article helpful?
15 out of 19 found this helpful
Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.