User Permissions

Last Updated: May 15, 2024 15:52

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