Admin permissions in OfficeRnD are based on a role system, which includes a few default roles that cover the most common management roles. To learn more about these roles and the permissions they grant, you can read on here.
Custom Roles
OfficeRnD allows you to create custom roles too. Custom permission roles can grant only specific permissions, enabling strongly specific roles as well as minor tweaks, such as limiting access to certain modules.
Note: Whenever an entity of a module is set to "None", this means that the user, who's assigned the role in question will be able to view that entity, but not perform any actions.
For example, if a user has "None" permissions for "Messages" in "Collaboration", they'll still be able to see the section.
The only to hide a section entirely is to set the whole module to be based on role "No access".
When defining a new role, there is a vast set of actions that can be enabled/disabled for the organization's admins. Below is a full list of all permissions that we currently support in the system. Each one can be enabled or disabled on its own:
| Module | Entity | Permissions | Center Manager | Owner |
|---|---|---|---|---|
| Community | Check-ins | Create, Edit | YES | YES |
| Community | One-off Fees | Create, Edit, Delete, Export | YES | YES |
| Community | One-off Fees | Approve | NO | YES |
| Community | Company | Create, Edit, Delete, Export | YES | YES |
| Community | Company | Merge | NO | YES |
| Community | Members | Create, Edit, Delete, Export | YES | YES |
| Community | Members | Merge | NO | YES |
| Community | Attachments | Create, Delete | YES | YES |
| Community | Contracts | Create, Edit, Send For eSign, Mark As Signed, Serve Notice, Terminate, Generate PDF, Preview PDF, Export | YES | YES |
| Community | Contracts | Add & Approve | NO | YES |
| Community | Memberships | Create, Edit, Delete, Assign | YES | YES |
| Community | Memberships | Approve | YES | YES |
| Community | Memberships | Lock | NO | YES |
| Community | Opportunities | Create, Edit, Delete, Export | YES | YES |
| Community | Day Passes | Create, Edit, Delete | YES | YES |
| Community | Credits | Create, Edit, Delete | YES | YES |
| Community | Payment Details | Create, Delete | YES | YES |
| Collaboration | Events | Create, Edit, Delete | YES | YES |
| Collaboration | Messages | Create, Edit, Delete | YES | YES |
| Collaboration | Issues | Edit, Delete | YES | YES |
| Collaboration | Posts | Create, Edit, Delete | YES | YES |
| Collaboration | Contacts | Export | YES | YES |
| Collaboration | Benefits | Create, Edit, Delete | YES | YES |
| Collaboration | Articles | Create, Edit, Delete | YES | YES |
| Billing | Invoices | Create, Edit, Delete, Sync, Export, Void, Send | YES | YES |
| Billing | Receipts | Generate, Send, Delete | YES | YES |
| Billing | Invoice Line Items | Edit | YES | YES |
| Billing | Plans | Create, Edit, Delete, Merge, Export | YES | YES |
| Billing | Rates | Create, Edit, Delete, Export | YES | YES |
| Billing | Amenities | Create, Edit, Delete | YES | YES |
| Billing | Discounts | Create, Edit, Delete | YES | YES |
| Space | Resources | Create, Edit | YES | YES |
| Space | Resources | Delete | NO | YES |
| Space | Locations | Create, Edit | YES | YES |
| Space | Locations | Delete | NO | YES |
| Space | Floors | Create, Edit, Clone | YES | YES |
| Space | Floors | Delete | NO | YES |
|
Calendar |
Booking | Create, Edit, Delete, Cancel | YES | YES |
|
Settings |
Templates | Create, Edit, Delete | NO | NO |
When a new role is created, its permissions are based on two things - the Modules that an admin with that role would have access to and the level of access that they have for these modules. There are three different levels of access that are based on the default teammate roles - Viewer, Manager, and Owner. The new role will automatically receive all permissions that are marked as YES for these default roles in the table above. The Viewer can see all modules, excluding the Settings one, but can't make any changes.
If a role is based on one of our Roles in a specific Module and no changes were made, when we make any changes to the permissions, these changes will automatically be applied. If a role has Module permissions not based on one of the default roles, no changes will be made to that Module to ensure that no unwanted permissions will be granted. Any further changes to such a role should be made manually.
Comments
I don't understand this article at all, it's either too complicated or doesn't make sense. I have a VA that I only want to give access to Settings>Templates, and I want to allow him to make edits to the templates. How do I make that happen?
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