User Roles and Permissions

  • Updated

 

Default Roles

Property Meld has 3 default permissions: Admin, Agent, and Maintenance. These permissions typically work well for the majority of our customer base but we do provide the option for Custom Roles that are described below.

 

Group

Name

Admin

Agent

Maintenance

 Integrations

View/edit/delete integrations

:check_mark:

:x:

:x:

 Management

View users

:check_mark:

:check_mark:

:x:

 

Add users

:check_mark:

:check_mark:

:x:

 

Create roles

:check_mark:

:x:

:x:

 

Edit roles

:check_mark:

:x:

:x:

 

Delete roles

:check_mark:

:x:

:x:

 

Change a user's role

:check_mark:

:x:

:x:

 

Change a user's property groups

:check_mark:

:x:

:x:

 

Delete users

:check_mark:

:x:

:x:

 

Edit application settings

:check_mark:

:check_mark:

:x:

 

Edit company information

:check_mark:

:check_mark:

:x:

 

Edit emergency contact information

:check_mark:

:check_mark:

:x:

 

Create/edit/delete shared filters

:check_mark:

:check_mark:

:x:

 Melds

Create recurring melds

:check_mark:

:check_mark:

:x:

 

View/edit/delete recurring melds

:check_mark:

:check_mark:

:x:

 

View all melds

:check_mark:

:check_mark:

:x:

 

Create melds

:check_mark:

:check_mark:

:check_mark:

 

View/edit/reassign melds

:check_mark:

:check_mark:

:x:

 

Edit tags in settings

:check_mark:

:check_mark:

:x:

 

Delete tags in settings

:check_mark:

:check_mark:

:x:

 

Manage Workflows

:check_mark:

:check_mark:

:x:

 

View/Add PropertyCare+ services

:check_mark:

:check_mark:

:x:

 Work Logs

View work entries

:check_mark:

:check_mark:

:check_mark:

 

Add work entries

:check_mark:

:check_mark:

:check_mark:

 

Edit work entries

:check_mark:

:check_mark:

:check_mark:

 

Delete work entries

:check_mark:

:check_mark:

:check_mark:

 

Change other users work entries

:check_mark:

:check_mark:

:x:

 Payments

View/edit invoices

:check_mark:

:check_mark:

:x:

 Projects

View Templates

:check_mark:

:check_mark:

:x:

 

Manage Templates

:check_mark:

:check_mark:

:x:

 

View Projects

:check_mark:

:check_mark:

:x:

 

Manage Projects

:check_mark:

:check_mark:

:x:

 Properties

View units & properties

:check_mark:

:check_mark:

:x:

 

Edit units & properties

:check_mark:

:check_mark:

:x:

 

Bulk deactivate units/properties

:check_mark:

:x:

:x:

 

View Property Groups

:check_mark:

:check_mark:

:x:

 

Edit Property Groups

:check_mark:

:check_mark:

:x:

 Reports

Generate reports

:check_mark:

:check_mark:

:x:

 Tenants

View tenants

:check_mark:

:check_mark:

:x:

 

Edit tenants

:check_mark:

:check_mark:

:x:

 

Receive tenant invite request notifications

:check_mark:

:check_mark:

:x:

 Vendors

View vendors

:check_mark:

:check_mark:

:x:

 

Add vendors

:check_mark:

:check_mark:

:x:

 

Delete vendors

:check_mark:

:check_mark:

:x:

 Owners

Bulk deactivate owners

:check_mark:

:x:

:x:

 White Labeling

Change White Labeling

:check_mark:

:check_mark:

:x:

 Actionable Insights

View Actionable Insights

:check_mark:

:check_mark:

:x:

 

Custom Roles

Property Meld allows you to create Roles with a specific set of permissions if you are operating under the Admin Role. You can create a truly Custom Role or you can clone an existing Role and edit the permissions.

NOTE:

  • Your account must be under the Admin Role to create or modify custom roles and permissions. 
  • The Admin, Agent, and Maintenance Roles cannot be edited or deleted.
  • Custom roles can be edited and deleted, with the exception of the role associated with your login.
  • All roles can be cloned.

Create a New Role from a Template

Step 1:

Click gear-icon.png, then click User Management.

role_1_7.png

 

Step 2:

Click Roles.

role_2_8.png

 

Step 3:

Click light_gear.png, next to the Role you want to use as a template, then click Clone Role.

role_3.png

 

Step 4:

Enter the name of the Role.

role_4_10.png

 

Step 5:

Check/uncheck the box next to the permission you wish to add/remove.

role_5_11.png

 

Step 6:

Click SAVE  at the bottom of the screen.

role_6_12.png

 

Create a New Role from Scratch

 

Step 1:

Click gear-icon.png, then click User Management.

role_1_7.png

 

Step 2:

Click Roles.

role_2_8.png

 

Step 3:

Click NEW ROLE.

role_9.png

 

Step 4:

Enter the name of the Role.

role_4_10.png

 

Step 5:

Check/uncheck the box next to the permission you wish to add/remove for the Custom User Role

role_5_11.png

 

Step 6:

Click SAVE.

role_6_12.png



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