Permissions

Description

Permission Dependencies

Accounting

Create Batch Payment List

Create Batch Payment List

Must also enable View Batch Payments

Edit Month End Accounting

Allows the user to open, lock, or close month end accounting period

Post Late Fees

Post Late Fees

Must be able to View Tenant Ledger Post Charges

Post Miscellaneous Receipts

Allows the user to post miscellaneous receipts

Post New Batch Payment

Post Batch Payment

Must be able to View Tenant Ledger Post Payment, Post Adjustment, Post Charge, and View Batch Payments

Remove Batch Payment List

Remove Batch Payment List

View Batch Payments

View Batch Payments

View Billing Statements

View Billing Statements

View Late Fees

Late Fees

View Miscellaneous Receipts

Allows the user to view miscellaneous receipts

View Month End and Deposits Tabs

Allows the user to view the View Month End and Deposits Tabs

View Accounting Reports

View Accounting Reports from the Accounting tab

Administration

Add Users

Allows the user to add new users

Configure Custom Attributes

Allows the user to configure custom attributes

Not currently enabled for customer use.

Manage Users and Roles

Allows the user to manage users and roles

Groups

View Groups Section

Allows the user to view the groups section, or create groups from reports

Households

Add Units

Add Units

Delete Document

Allows the user to delete household documents

Delete Households

Allows the user to delete a household

Delete Notes

Allows the user to delete other users notes

Dismiss Alerts

Allows the user to dismiss system alerts

Edit Existing Transactions

Allows the user to edit existing transactions

Edit Household Wait List Details

Allows the user to edit the household wait list details

Edit Member Profile

Edit Member Profile on Households Overview

Edit Notes

Allows the user to edit other users notes

Edit TTP Details

Allows the user to edit TTP details

Edit Units

Edit Units

Enter Conveyance Eligibility and Conveyance Actions

Allows the user to perform conveyance eligible and conveyance actions.

Enter Fixed Rate Rents

Allows the user to override rent calculations for fixed rate rents

Enter Move Ins, Move Outs & Recertfications

Allows the user to perform move ins, move outs and annual / interim recertifications

Override Unit Settings

Allows the user to override unit rent calculation settings

Post Payment

Allows the user to post a payment

Must be able to View Tenant Ledger

Posting Adjustments

Allows the user to post adjustments

Must be able to View Tenant Ledger

Posting Charges

Allows the user to post charges

Must be able to View Tenant Ledger

Transfer Funds

Allows the user to transfer funds

Must be able to View Tenant Ledger

Undo Certifications

Allows the user to undo certifications

Undo Conveyance Eligibility and Conveyance Actions

Allows the user to undo conveyance eligible and conveyance actions.

Undo Move Ins

Allows the user to undo move ins

Undo Move Outs

Allows the user to undo move outs

View Account Balances Tile

View Account Balances Tile on Households Overview

View Documents

Allows the user to view the documents tab

View Household History

Allows the user to view the household history tab

View Household Wait Lists

Allows the user to view the household wait lists tab

View Income, Assets, Expenses

Allows the user to view the Income, Assets and Expenses tab

View Notifications Tile

View Notifications Tile on Households Overview

View Recertification Report

Allows the user to view the recert report

View Tenant Ledger

Allows the user to view the tenant ledger

View Tenant SSN

Allows the user to view the Tenant SSN

This only allows you to see SSN from the Edit Profile section

View Tracking

Allows the user to view the tracking tab

View Waiting Lists Tile

View Waiting Lists Tile on Households Overview

Void Transactions

Allows the user to void transactions

Inventory

Add/Edit Materials

Allows the user to add or edit inventory materials

Adjust Inventory

Allows the user to perform adjustments on inventory

Create/Edit Locations

Allows the user to add or edit locations

Dispose Inventory

Allows the user to perform disposals on inventory

Receive Inventory

Allows the user to perform receivals on inventory

Transfer Inventory

Allows the user to perform transfers on inventory

View Action Activity Tab

Allows the user to view action activity tab

View Inventory Tab

Allows the user to view inventory tab

Letters

Generate Letters

Allows the user to generate letters

Maintenance

Add Charges to a Work Order

Allows the user to add actual costs to a work order.

Add Charges to Closed Work Order

Allows the user to add charges to a closed work order

Add Materials

Allows the user to create and view materials

Assign a Work Order

Allows the user to assign a work order.

Create a Work Order

Allows the user to create a work order.

Create Maintenance Activities

Allows the user to create maintenance activities.

Edit Inspection Templates

Allows the user to edit inspection templates

Edit Materials

Allows the user to edit and archive materials

Remove Work Order

Allows the user to remove/archive a work order

Review / Close Work Orders

Allows the user to be assigned as the reviewer of a work order and also to close the work order

Schedule an Inspection

Allows the user to schedule an inspection.

Toggle Inventory Locations Active/Inactive

Allows the user to toggle an inventory location between active and inactive.

View Inspection Templates

Allows the user to toggle an inventory location between active and inactive.

View Maintenance Section

Allows the user to view the maintenance section.

View Work Order Configuration

Allows the user to see the Work Order Configuration tab.

Reports

View Accounting Reports

Allows the user to view the Accounting category in the reporting app.

View Authority Reports

Allows the user to view the Authority category in the reporting app.

View Community Reports

Allows the user to view the Community category in the reporting app.

View Confidential Reports

Allows the user to view the Confidential category in the reporting app.

View Data Health Reports

Allows the user to view the Data Health category in the reporting app.

View Excel Friendly Reports

Allows the user to view the Excel Friendly category in the reporting app.

View Month End Reports

Allows the user to view the Month End category in the reporting app.

View Properties Reports

Allows the user to view the Properties category in the reporting app.

View Users Reports

Allows the user to view the Users category in the reporting app.

Report Center

View Report Center

Allows the user to view the reports center tab

Create Report

Allows the user to create report center Queries

Delete Report

Allows the user to delete report center Queries

Templates

Edit Letter Templates

Ability To Add New Templates, Edit, Delete, or Replace Existing Letter Templates

Edit Report Templates

Allows the user to edit the report templates

View Letter Templates

Allows the user to view the letter templates

View Merge Fields

Adds The Ability To View The Merge Fields Tab

View Report Templates

Allows the user to view report templates

View Templates Section

Allows the user to view the templates section

Units

Delete Unit Images

Allows the user to delete unit images

Waiting Lists

Create Waiting Lists

Allows the user to create the waiting lists

Edit Waiting List Details

Allows the user to edit the waiting list details

View Waiting Lists Section

Allows the user to view the waiting lists section

Dashboards

This is a separate area at the top of the permissions page

Intake Miscellaneous Receipts

Review and create new miscellaneous receipt payments

Intake Payment

Look up tenants and take multiple payments

Must also have Post Payment enabled

Intake Work Order

Look up existing work orders and create new ones