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.