Security - Roles Mapping Area Group:Permissions Actions Roles Notes Login Login:Default Login:Default Building/Complex Building: Basic View all building information Hidden Financial&BillingCycle Building/Complex Building: Financial View all building information View Merchant Account Building/Complex Building: View all building information Building/Complex Building:Property View all building information Hidden Financial&BillingCycle Full Access to general, units, floorplans, PC, update availability, landlords Export/Import Building/Complex Building: Full Access to all building information Edit only, landlords, complex Export/Import Hidden Financial&BillingCycles Hidden Mechanical Building/Complex Building: Mechanicals View all building information Edit Mechanicals Hidden Financial&BillingCycles No Export/Import Basic Login Basic Login Building/Complex Building: Administrator Full Access to all building information Change merchant account Building/Complex Building: View all building information Edit complex Hidden Financial&BillingCycles No Export Import Maintenance Maintenance: Basic View Maintenance Request Print and Schedule permissions for building, unit, tenants as well
Maintenance Maintenance: Advanced View/Create Maintenance Request Print and Schedule Maintenance Maintenance: Full Full Access to Maintenance RequestPrint and Schedule, Cancel and Resolve Leases Lease: Basic View all Lease Send Mail Hidden Banking info,documents and Communications, Bill, Deposits Leases Lease: Advanced View all Lease, Former Leases Send Mail, Lease Agreement Signing Leases Lease: Full Full Access to Lease, including +New and +Current, former leases. No Legal actions : Basic View Lead View Lease App Document Upload/Sign, Create Draft Hidden Financial : Verify Doc View Lease App Document Upload/Sign, Create Draft Verify/Complete Hidden Financial permissions for building, unit, tenants as well permissions for building, unit, tenants as well : Full Full Access to Leads/Lease App Document Upload/Sign, Create Draft, Cancel Credit Check Credit Check: Basic Run Credit Check Credit Check Credit Check:Full See full credit report : Reserve Unit : Start Online : Submit : Reserve Unit, Cancel : Start Online, Cancel : Submit, Cancel
: Verify : Approve : Full : Verify (Complete, Request Further Information, Cancel) : Approve, Decline, Request Further Information, Cancel :All Tenants Tenant:Basic View all Tenants No Payment Methods Tenants Tenant: Advanced View/Edit all Tenants View Past Tenants, View Screening No Payment Methods Tenants Tenant:Full Full access to Tenants and Former tenants Guarantors Guarantor: Basic View all Guarantors No Payment Methods, Screening Guarantors Guarantor:Advanced View/Edit all Guarantors View Past Guarantors View Screening Guarantors Guarantor: Full Full access to Guarantors and Past Guarantors Tenant: Basic Tenant: Advanced View View Tenant:Screening View, All Screening Tenant: Full View/Edit, All Screening
Financial Financial:Basic View payments and Auto Pays(on lease, tenant, etc.) No Money IN No Aggregated Transfer Financial Financial: Money IN Full Access to Money In Financial Financial: Aggregated Transfer View Aggregated transfers Financial Financial:Payments View/Edit Auto Pays View payment methods, deleted AutoPays Create and process payments (on lease, tenant, etc.) Financial Financial: Advanced Full Access to Aggregated transfers, payment methods, deleted AutoPays Create and process payments (on lease, tenant, etc.) Financial Financial:Full Full access to financials, Payments, Autopays, Deleted AutoPays, Aggregated Transfers, Money In, Create Batches View Merchant Accounts Create and process payments (on lease, tenant, etc.) permissions for lease, lease app, tenant, guarantors, potential tenant, financials permissions for lease, lease app, tenant, guarantors, potential tenant, financials Account Account:Self View Own Information, Personal Actions Employee Employee:Basic View Employee Information Set Alerts Employee Employee: Full Full Access to Employee Information Set Alerts Portfolio Portfolio:Basic View Portfolio Portfolio Portfolio:Full Full Access to Portfolio Legal Legal & Collections: Full Full access to all Functionality
Legal Legal & Collections: Basic View access to all Functionality + Lease Notice and Set Status Dashboards and Gadgets DashboardsGadgets:Full Manage Dashboards and Gadgets, incl. take ownership Dashboards and DashboardsGadgets:Basic Use Dashboards and Gadgets Gadgets Yardi Loads Yardi Loads Yardi Loads Content Management Content: Full Content Management Admin Admin: General General settings, incl. Edit Message Groups Admin Admin: Financial Financial settings Admin Admin: Content Content settings AR, Billing, AutoPay, Deposits, LeaseAdjustment, PaymentTypeSelection, ProductTax