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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.

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




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


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