Custom Roles and Permissions

In some cases, you may want to add or remove the permissions an individual or group of users have access to. 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 , then click User Management.

Step 2:

Click Roles.

Step 3:

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

Step 4:

Enter the name of the Role.

Step 5:

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

Step 6:

Click SAVE  at the bottom of the screen.

Create a New Role from Scratch

Step 1:

Click , then click User Management.

Step 2:

Click Roles.

Step 3:

Click NEW ROLE.

Step 4:

Enter the name of the Role.

Step 5:

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

Step 6:

Click SAVE.

Default Role Permissions

Permission			Default Roles
Group	Name		Admin	Agent	Maintenance
Integrations	View/Edit/Delete integrations
Management	View Users
	Create Roles
	Edit Roles
	Delete Roles
	Change a User's Role
	Change a User's Property Groups
	Delete Users
	Edit Application Settings
	Edit Company Information
	Edit Emergency Contact Information
Melds	Create Recurring Melds
	View/Edit/Delete Recurring Melds
	View All Melds
	Create and Assign Melds
	Edit and Reassign Melds
	Create Tags
	Edit Tags in Settings
	Delete Tags in Settings
	Add Tags to Melds
	Remove Tags from Melds
Projects	View Templates
	Manage Templates
	View Projects
	Manage Projects
Work Logs	View Work Entries
	Add Work Entries
	Edit Work Entries
	Delete Work Entries
Payments	View/Edit Invoices
Properties	View/Edit Units/Properties/Property Groups/Owners
	Add Owners for Properties
	Bulk Delete Units/Properties
Reports	Generate Reports
Tenants	View Tenants
	Edit Tenants
	Receive Tenant Invite Request Notifications
Vendors	View Vendors