Roles and what each can do
Understand the five Property360 roles, what each one sees, and how a master admin assigns people to properties.
Overview
Every person in Property360 has one role. Your role decides which menus you see and what you can change. Your property assignments decide which properties' data you can see. Together they keep each person's view limited to what they need.
The roles
| Role | Who it is for | What they typically do |
|---|---|---|
| Admin (master admin) | The account owner | Sees every property and landlord. Manages users, roles, access and system settings. |
| Landlord | Property owners | Manages their own properties, tenants, leases, rent, GST invoices, documents and reports. |
| Supervisor / Property Manager | On-site managers | Works on assigned properties: views their floors and units, and handles maintenance, documents and tasks. |
| CA / CPA | The landlord's chartered accountant | Sees the GST pages (Dashboard, Invoices, Payments, Returns, Reconciliation) and Tasks for the landlords they work for. Lands on GST Invoices. |
| Tenant | People renting a unit | Sees their own lease, invoices and rent, and can raise maintenance requests. |
Before you start
The Roles & Permissions and Access Assignments pages are for master admins only. Anyone else who opens them sees "You don't have permission to access this area."
Steps
Review a role's permissions and landing page
- In the sidebar, open Administration → Roles & Permissions.
- Choose a role on the left.
- Review its permissions, which are grouped by module: Properties, Tenants & Leases, Finance, Operations and Administration. Tick or untick them as needed, then click Save.
- Under Landing page after sign-in, choose where people with this role land when they sign in (for example Dashboard, Invoices or Properties). The change saves right away.
Give someone access to a property
- Open Administration → Access Assignments. Each property shows its Owners, Supervisors and CA / CPA.
- Use Search properties... or the City filter to find the property, then click Assign.
- In Assign Access, choose the User and an Access Level: Owner / Landlord, Supervisor / Manager or CA / CPA.
- For an owner, enter the Ownership %.
- Click Grant Access.
To remove someone, click the remove control next to their name on the property row.
Example
Lakeview Plaza is owned by A. Sharma and R. Iyer. A master admin assigns a site manager as Supervisor / Manager on Lakeview Plaza only. The manager can now see its floors and units and log maintenance there but can't see Sunrise Towers. The landlords' CA is assigned as CA / CPA so the CA can review their GST invoices.
FAQs
How do I change someone's role?
A master admin edits the user in Administration → Users and picks a new Role. See Users and access.
Which role does a new sign-up get?
People who sign up themselves become Landlord. Someone whose email is already recorded as a landlord's CA email gets CA / CPA when they first sign in with Google.
Can a CA change invoices?
No. A CA can view and download GST records. Only the invoice's own landlord or a master admin can edit or delete an invoice.
Troubleshooting
A supervisor can't see a property
Check Access Assignments and make sure the supervisor is listed under Supervisors for that property.
Granting owner access fails
Total ownership on a property can't go above 100%. Lower another owner's share first. See Ownership and co-owners.