The Four User Roles
✅ Global Admin: Full access to everything, across every property on the account. A Global Admin can do anything a Property Admin or Manager can, plus account-wide settings.
✅ Property Admin: Full control over the properties they're assigned to.
✅ Manager: Property-wide visibility. Many Manager permissions are toggles an admin can turn on or off per user.
✅ Team Member: Sees only what's assigned to them (or, for work orders, what they created). No access to settings or property-level data.
In the tables below, "With toggle" means an admin can turn that permission on or off for the individual user, and shows whether it starts on or off.
Work Orders
Permission | Global Admin | Property Admin | Manager | Team Member |
See work orders | All on property | All on property | All on property | Only ones assigned to them or created by them |
Create work orders | Yes | Yes | Yes | Yes |
Cancel or reopen | Yes | Yes | Yes | Yes, on work orders they can access |
Edit assignees, due date, info, priority, status | Yes | Yes | With toggle (on by default) | With toggle (on by default); only as assignee or creator |
Accept a work order on someone's behalf | Yes | Yes | With toggle (on by default) | No |
Add or edit charges | Yes | Yes | With toggle (on by default) | With toggle (off by default) |
Verify billing | Yes | Yes | With toggle (off by default) | No |
Unverify billing | Yes, if charges haven't synced to accounting | Yes, if charges haven't synced to accounting | No | No |
Create or edit automations (incl. SLA rules) | Yes | Yes | With toggle (off by default) | No |
Remove an SLA already on a work order | Yes | Yes | No | No |
Delete work orders | Yes | Yes | No | No |
Recurring work order schedules can only be created or edited on desktop, not in mobile.
Inspections
Permission | Global Admin | Property Admin | Manager | Team Member |
See all inspections on the property | Yes | Yes | With toggle (on by default) | No; only inspections assigned to them (open, closed, calendar) |
Report a work order during an inspection | Yes | Yes | Yes | Yes, on inspections assigned to them |
Create or edit recurring inspection schedules | Yes | Yes | With toggle (off by default) | No |
Reopen a missed inspection | Yes | Yes | With toggle (off by default) | No |
Delete recurring inspection schedules | Yes | Yes | No | No |
Create, edit, delete property inspection templates | Yes | Yes | No | No |
Create, edit, delete account-wide inspection templates | Yes | No | No | No |
Work orders reported during an inspection, with the Report a work order icon on each space or equipment header, are created when the inspection is finished.
Users & Settings
Permission | Global Admin | Property Admin | Manager | Team Member |
Invite new users | Yes | Yes | No | No |
Change a user's role | Yes, anyone | Only for users whose properties they all admin | No | No |
Promote someone to Global Admin | Yes | No | No | No |
Deactivate or unassign users | Yes | Only for users whose properties they all admin | No | No |
Edit other users' notification settings | Yes | Yes, for users they manage | No | No |
Edit their own notification settings | Yes | Yes | Yes | Yes |
Global Admins manage users in Settings, Account, Users. Property Admins manage them in Settings, then the property, then Users. Nobody can change their own role.
Property Settings
Permission | Global Admin | Property Admin | Manager | Team Member |
Categories | Yes | Yes | No | No |
Buildings, floors, spaces, equipment | Yes | Yes | With toggle (on by default) | No |
Create and manage amenities | Yes | Yes | With toggle (off by default) (Amenities) | No |
Vendors, Documents & COI
Permission | Global Admin | Property Admin | Manager | Team Member |
View vendors | Yes | Yes | With toggle (on by default) | With toggle (off by default) |
Create, edit, delete vendors | Yes | Yes | With toggle (on by default) | No |
Access documents | Yes | Yes | With toggle (on by default) | No |
Edit documents | Yes | Yes | Their own; any with Add documents toggle (on by default) | No |
Tenant COI | Yes | Yes | With toggle (off by default) | No |
Vendor COI | Yes | Yes | With toggle (off by default) | No |
Amenities
Permission | Global Admin | Property Admin | Manager | Team Member |
Create amenities | Yes | Yes | With toggle (off by default) | No |
Approve or decline bookings | Yes | Yes | With toggle (off by default) | With toggle (off by default) |
Book on a tenant's behalf | Yes | Yes | With toggle (off by default) | No |
All Manager and Team Member amenity permissions come from the single Amenities toggle.
Reports & Exports
Permission | Global Admin | Property Admin | Manager | Team Member |
Reports section | Yes | Yes | With toggle (on by default) | No |
Export data (CSV lists, such as work orders) | Yes | Yes | With toggle (on by default) | With toggle (on by default) |
Export documents | Yes | Yes | Yes | No |
Manager and Team Member Permission Toggles
Toggle | Manager default | Team Member |
Edit work order assignees, due date, info, priority, status | On | Available, on by default |
Edit work order charges | On | Available, off by default |
Accept a work order on someone's behalf | On | Not available |
Manage billing (verify billing) | Off | Not available |
Manage automations (incl. SLA rules) | Off | Not available |
View inspections | On | Not available |
Manage inspections (recurring schedules) | Off | Not available |
Reopen a missed inspection | Off | Not available |
View tenants and contacts | On | Available, off by default |
Edit tenants and contacts | On | Not available |
Delete tenants and contacts | On | Not available |
Tenant satisfaction surveys | On | Not available |
View vendors | On | Available, off by default |
Manage vendors | On | Not available |
Document access | On | Not available |
Add documents | On | Not available |
Tenant COI | Off | Not available |
Vendor COI | Off | Not available |
Manage buildings, floors, spaces, equipment | On | Not available |
Amenities | Off | Available, off by default |
Portal content | Off | Not available |
Broadcasts | Off | Not available |
Visitors | Off | Available, off by default |
Packages and deliveries | Off | Available, off by default |
Export data | On | Available, on by default |
Reports | On | Not available |
📌 Global Admins and Property Admins always have all of these.
Need To Change Someone's Access?
Global Admins and Property Admins can update a user's role and permission toggles anytime from the Permissions tab on that user's profile. A good rule of thumb is to start with the least access someone needs, then turn on more toggles as their responsibilities grow.
Have questions or not sure which role fits? Reach out to our support team via chat, and we'll be happy to help!