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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:

     

  • 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.

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