Below is a list of our current default Roles, along with their default Permissions. You can edit them however you see fit if you have the permissions to edit Users.
| Table of Contents | ||
|---|---|---|
|
Executive Director (i.e. ED)
Accounting
- Edit Month End Accounting
- Post Misc Receipts
- View Accounting Reports
- View Batch Payments
- View Billing Statements
- View Misc Receipts
- View Month End & Deposit Tabs
Administrative
- Add USers
- Manage Users and Roles
Groups
- View Groups
Households
- Add Units
- Delete Documents
- Delete Notes
- Edit Existing Waiting Lists
- Edit Wait List Details
- Edit Member Profile
- Edit TTP Details
- Edit Units
- Post Payment
- Posting Adjustments
- Posting Charges
- Transfer Funds
- Undo Household Actions
- View Account Balances Tile
- View Aging Report
- View Documents
- View Household History
- View Income, Assets, Expenses
- View Notifications Tile
- View Recertification Report
- View Tenant Ledger
- View Tenant SSN
- View Tracking
- View Waiting Lists Tile
- Void Transactions
- Letters
- View Letters Section
- Maintenance
- Add Materials
- Edit Inspection Templates
- Edit Materials
- View Inspection Templates
- Reports Center
- Create Query
- Delete Query
- View Reports Center
- Templates
- Edit Letter Templates
- Edit Report Templates
- View Letter Templates
- View Merge Fields
- View Report Templates
- View Templates Sections
- Units
- Delete Unit Images
- Waiting Lists
- Create Waiting Lists
- Edit Waiting Lists
- View Waiting Lists Section
Site Admin
Administrative
- Add Users
- Manage Users and Roles
- Households
- Add Units
- Edit Units
- Reports Center
- View Reports Center
- Templates
- Edit Letter Templates
- Edit Report Templates
Finance Staff
Accounting
- Edit Month End Accounting
- Post Misc Receipts
- View Accounting Reports
- View Batch Payments
- View Billing Statements
- View Misc Receipts
Groups
- View Groups
- Households
- Edit Existing Transactions
- Edit TTP Details
- Post Payment
- Posting Adjustments
- Posting Charges
- Transfer Funds
- View Account Balances Tile
- View Aging Report
- View Income, Assets, Expenses
- View Tenant SSN
- Void Transactions
- Letters
- View Letters Section
- Templates
- View Letter Templates
- View Merge Fields
- View Report Templates
- View Templates Sections
Finance Admin
Accounting
- View Accounting Reports
- View Batch Payments
- View Billing Statements
- View Misc Receipts
Groups
- View Groups
- Households
- View Account Balances Tile
- View Aging Report
- View Tenant Ledger
- Letters
- View Letters Section
- Templates
- View Letter Templates
- View Merge Fields
- View Report Templates
- View Templates Sections
Housing Specialist
- Accounting
- View Billing Statements
Groups
- View Groups
Households
- Add Units
- Delete Documents
- Delete Notes
- Edit Existing Waiting Lists
- Edit Wait List Details
- Edit Member Profile
- Edit TTP Details
- Edit Units
- Post Payment
- Posting Adjustments
- Posting Charges
- Transfer Funds
- Undo Household Actions
- View Account Balances Tile
- View Aging Report
- View Documents
- View Household History
- View Income, Assets, Expenses
- View Notifications Tile
- View Recertification Report
- View Tenant Ledger
- View Tenant SSN
- View Tracking
- View Waiting Lists Tile
- Void Transactions
- Reports Center
- View Reports Center
- Templates
- View Letter Templates
- View Merge Fields
- View Report Templates
- View Templates Sections
- Waiting Lists
- Create Waiting Lists
- Edit Waiting Lists
- View Waiting Lists Section
Intake Specialist
- Accounting
- Post Misc Receipts
- Households
- Post Payment
- Post Adjustments
- Post Charges
- View Tenant Ledger
Maintenance
- Letters
- View Letters Section
- Maintenance
- Add Materials
- Edit Inspection Templates
- Edit Materials
- View Inspection Templates