What Each Role Can Do
Quick Answer
Each role controls what a user can see and do inside a property. Choose the role based on how much access someone needs.
Why Roles Matter
Roles help you:
- Give the right level of access
- Keep your property organized
- Prevent unwanted changes
Not everyone needs full control
Role Breakdown
Property Owner (Full Access)
Best for: The main person responsible for the property
Can:
- Add and edit property details
- Invite and remove users
- Manage billing
- View all data
Property Manager (Manage & Update)
Best for: Someone helping manage the property
Can:
- View and complete tasks
- Add notes and updates
- Help manage day-to-day activity
Cannot:
- Manage billing
- Transfer ownership
Family Member (View & Help)
Best for: Family helping keep things on track
Can:
- View property details
- Check off tasks
Cannot:
- Edit major details
- Manage users
Friend (Limited Access)
Best for: Someone helping with specific tasks
Can:
- View assigned tasks
- Upload notes or photos
Cannot:
- See full property details
- Make changes to the property
What to Expect
- Different users will see different things
- Access is based on the role assigned
- You can update roles at any time
Common Questions
Why can’t someone see everything?
Their role likely has limited permissions.
Can I change someone’s role later?
Yes, roles can be updated anytime.
Who should be a Property Owner?
The person responsible for the property and billing.
Helpful Tip
Start with less access, then increase if needed. This keeps things safe and organized.
Related Articles
- How to Invite Someone to a Property
- Understanding Roles & Permissions
- How Accounts & Properties Work