User permissions

The Security Role assigned to a user determines their level of access within the platform.
There are three levels of access, each designed to meet the needs of different types of users.

1. Default

• Access Level: Read-only

• Pages Accessible:

  • Tasks & Costs

  • Cash & Contributions (Cashflow, Contributions)

   

• Typical Users: Standard body corporate members (unit owners)

• Purpose: Allows owners to view their contributions and the maintenance plan without making changes.

2. Admin

• Access Level: Full access

• Pages Accessible: All pages, including:

  • Tasks & Costs

  • Cash & Contributions

  • Approvals
  • Building
  • Units
  • People
  • Documents

  • Settings

   

• Typical Users: Building managers or committee members responsible for updating the plan and managing settings

• Purpose: Allows users to create, edit, and delete data, as well as manage other users and system settings.

3. Viewer

• Access Level: View-only

• Pages Accessible: All pages

• Typical Users: External consultants, surveyors, or service providers

• Purpose: Allows users to monitor and review all information without the ability to make any changes.

Key points

• Security roles ensure that users have access appropriate to their responsibilities.

• Roles can be assigned when creating a user or updated later via the Edit User side panel.

• Using these roles helps maintain data integrity while allowing transparency for all stakeholders.