Platform | Permission | Res. Manager | Security Manager | Building Engineer | Engineering Manager | Building Manager | Building Admin |
|---|---|---|---|---|---|---|---|
| App | Log into the app | x | x | x | x | x | x |
| App | See highlights, events & building information | x | x | x | x | x | x |
| App | Use Access Control (if applicable) | x | x | x | x | x | x |
| App | Make amenity reservations that do not cost money or credits | x | x | x | x | x | x |
| App | Sign waivers | x | x | x | x | x | x |
| App | Submit work orders | x | x | x | x | x | x |
| App | Register one visitor for yourself | x | x | x | x | x | x |
| App | Make amenity reservations that cost money or credits | x | x | x | x | x | x |
| Dashboard | Log into the dashboard | x | x | x | x | x | x |
| Property Information | |||||||
| Dashboard | Edit property information | x | x | ||||
| Dashboard | View and edit email/work order forwarding rules | x | x | x | |||
| Directory | |||||||
| Dashboard | View all users in the building directory | x | x | x | x | x | x |
| Dashboard | Add & Manage Users | x | x | ||||
| Dashboard | Add & Manage Tenants | x | x | ||||
| Work Orders | |||||||
| Dashboard | View all Work Orders | x | x | x | x | x | |
| Dashboard | Submit Work Orders | x | x | x | x | x | |
| Dashboard | Self-assign Work Orders | x | x | x | x | x | |
| Dashboard | Assign Work Orders to others | x | x | x | x | x | |
| Dashboard | Complete Work Orders | x | x | x | x | x | |
| Dashboard | Create and configure Work Group settings | x | |||||
| Dashboard | Configure module settings | x | |||||
| Dashboard | Work Order Review and Billing | To Close and Billing Verification pages only | x | x | |||
| Dashboard | Approve Billing and can mark a Work Order as Closed and Billing Verified | x | x | ||||
| Dashboard | Edit Labor and Materials Libraries | x | |||||
| Dashboard | Set up time cards | x | x | ||||
| Maintenance | |||||||
| Dashboard | Complete tasks on app or dashboard | x | x | x | x | x | |
| Dashboard | Configure module settings | x | |||||
| Dashboard | Create and configure tasks | x | x | x | |||
| Dashboard | Change task due dates | x | x | x | |||
| Dashboard | Edit procedures & schedules | x | x | x | |||
| Dashboard | Add equipment | x | |||||
| Dashboard & App | Edit equipment | x | x | x | x | x | |
| Dashboard | Re-open completed PM tasks | x | x | x | |||
| Dashboard | Access PM reports | x | x | ||||
| Inspections | |||||||
| Dashboard | Complete inspections on app or dashboard | x | x | x | x | x | |
| Dashboard | Create and edit inspection sections and labor items | x | x | x | |||
| Dashboard | Set and change inspection due dates | x | x | ||||
| Dashboard | Configure module settings | x | |||||
| Visitors | |||||||
| Dashboard | Register Visitors | x | x | x | x | ||
| Dashboard | Bulk Upload Visitors | x | x | x | |||
| Dashboard | View all visitors for their organization | x | x | x | x | x | |
| Dashboard | View all visitors in the building | x | x | x | x | x | |
| Dashboard | Edit visitors | x | x | x | x | ||
| Dashboard | Check-In Visitors | x | x | x | x | ||
| Dashboard | Print visitor badges | x | x | x | |||
| Dashboard | View Watch List | x | x | x | x | x | x |
| Dashboard | Manage Activity Log | x | x | x | x | ||
| Dashboard | View and edit the Activity Log | x | x | x | x | x | x |
| Dashboard | Configure module settings | x | x | ||||
| Dashboard | Add & edit building-wide Watch List | x | x | x | |||
| Dashboard | Add & edit tenant-specific Watch List | x | x | ||||
| Waivers | |||||||
| Dashboard | View waivers and all users who have signed them | x | x | x | |||
| Dashboard | Add manual waiver entries | x | x | x | |||
| Dashboard | Create waivers | x | x | ||||
| Amenity Reservations | |||||||
| Dashboard | View reservations | x | x | x | x | x | x |
| Dashboard | Make reservations on behalf of tenants | x | x | x | x | x | x |
| Dashboard | Make reservations on behalf of tenants regardless of space rules | x | x | x | |||
| Dashboard | Configure module settings | x | x | x | |||
| Events & Highlights | |||||||
| Dashboard | Create and manage Highlights | x | x | ||||
| Dashboard | Create and manage Events | x | x | ||||
| Announcements | |||||||
| Dashboard | Send announcements | x | x | ||||
| Reports & Analytics | |||||||
| Dashboard | View all reports | x | x | x | |||
| Dashboard | Create Custom, Batch & Individual Reports | x | x | ||||
| Dashboard | View and edit Insights (Insights Dashboard, Boards and Cards) | x | x | x | |||
| COIs | |||||||
| Dashboard | View COIs | x | x | x | x | x | x |
| Dashboard | Set COI coverage requirements (Engineering Manager cannot edit coverage) | x | x | x | |||
| Dashboard | Add and manage COIs | x | x | ||||
| Dashboard | Configure COI module | x | x | ||||
| Packages | |||||||
| Dashboard | View and check-in packages | x | x | x | |||
| Incidents | |||||||
| Dashboard | Create Incidents | x | x | x | x | x | |
| Dashboard | Edit Incidents | x | x | x | x | x | |
| Dashboard | Notify Work Groups | x | x | x | x | x | |
| App | Create incidents | x | x | x | x | x | |
| Purchase Orders | |||||||
| Dashboard | Create and manage their own purchase orders | x | x | x | |||
| Dashboard | Approve or reject purchase orders | x | x | x | |||
Andrea
- Updated