User Permissions

Roles

Admin

Admins manage the property and team and are responsible for the success of the portfolio.

Example: Portfolio Manager, Asset Manager, Technology Leader

Maintainer

Maintainers serve as the hands and feet of your lease transactions by leading your deals from inquiry to move-in. 

Example: Broker, Property Manager

Contributor

Contributors will support the deal by completing tasks and assignments specific to their role.  

Example: Property Manager, Construction Manager

Guest

Guests can be exclusively invited to properties and deals to help assist where needed in the completion of the deal.

Example: Analyst, Assistant, Lawyer

Observer

Observers have a bird’s eye view of deal activity and property metrics that are crucial to running their business.  

Example: CEO, Managing Partner


Inquiries

Deals

Properties

Capital Expenditure

Task Templates