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
