Roles & Permissions
Manage user roles and their associated permissions
| Role | Type | View All | Edit All | Manage Users | Create Tasks | Users | |
|---|---|---|---|---|---|---|---|
|
Administrator
Access to view and edit all data, including the ab...
|
Internal | 1 | |||||
|
Office
Read-only access to view all data. Can create task...
|
Internal | 1 | |||||
|
Representative
Limited to assigned tasks only. Can complete assig...
|
Internal | 0 | |||||
|
Service_provider
Third-party companies invited to accept/decline ta...
|
External | 0 | |||||
|
Supervisor
Access to view and edit data for the department(s)...
|
Internal | 2 | |||||
|
Vendor
Independent contractors or third-party business ow...
|
External | 0 |
Permission Reference
Data Access
- View All Data - Access to view all system data
- Edit All Data - Access to edit all system data
- Delete Data - Can delete records from the system
Management
- Manage Users - Add/remove users from the system
- Manage Properties - Manage property settings
- Manage Company Settings - Change company-wide settings
- Create Tasks - Create new tasks, issues, and comments