User Permissions

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.

edit_tm.png

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.

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