Managing Staff Roles for Multi-Family Admins

Staff roles allow you to curate the specific features or modules you would like your staff to access. In this article, you will learn how to:

Adding a New Staff Role

Step 1

After logging into the Admin Portal, select Operations from the left menu and select Staff Management.

Step 2

Select Staff Roles from the top of the screen.

Step 3

Select Add Staff Role.

Step 4

Name the staff role and select the service categories this staff role can access. Select Submit to save your changes.

All: Gives end-user access to all of the features listed below.
Access: If you are utilizing Access at your property, this will allow staff to swipe to unlock at Access points through hardware.
Activity Logbook: Allows staff to utilize Daily Activity Report, they will only be able to see their own reports.
Activity Manager: Allows staff to be able to view all Daily Activity Reports, not just their own.
Assignments: Allows staff to view Assignments at the property and gives the ability for them to create new Assignments.
Contacts: Allows staff to have the contact list of Occupants at the property.
Discover: This allows staff to have access to the resources you have included as Discover Links for your property.
Forms: Gives staff access to participate in Forms that the property creates.
Mobile Key Access: If your property has an Access Control Integration, this allows staff to store their mobile key credentials in their phone.
Packages: If your property is utilizing our packages feature, this allows staff to scan in and manage packages.
Parking Reservations: Allows staff to create parking passes and manage parking.
QR Code: This allows staff to scan their unique QR code at kiosks and booking tablets.
Reservations: Allows staff to view and manage Reservations.
Valet: Allows staff to view Valet requests.
Visitors: Allows staff to view visitor passes as well as manage visitors at the property.
Work Order Manager: Staff will have access to view all Work Orders, not just those assigned to themselves.
Network: Allows for the possibility of using Newsfeed, Marketplace, Management posts, and Events. If this is turned off, there will be no Engagement tools on the platform.
Management: Allows for Management posts to appear under Newsfeed.
Emergency: Allows staff to view Emergency Management posts.
News: Allows staff to view Management posts.
Polls: Allows staff to view Polls sent out by the property management team.
Events: Allows staff to view Events at the property.
Newsfeed: Allows for the Newsfeed section under Network.
General: If this is turned off, it removes the Newsfeed section from the end-user.
Marketplace: Allows end-users to engage in a property-wide Marketplace to sell items.
Work Orders: Allows staff to see only work orders assigned to them.
Emergency Work Order: Allows staff to view Emergency Work Orders.
Normal Work Order: Allows staff to view Normal Work Orders.
PM Work Orders: Allows staff to view Preventive Maintenance Work Orders.

Edit Existing Staff Roles

Step 1

Select Operations from the left menu and select Staff Management.

Step 2

Select Staff Roles from the top of the screen.

Step 3

Select the Three Actions Dots to the right of the staff role you wish to edit, and select Edit.

Step 4

Make necessary edits and select Submit to save changes.

Assigning a New Role to an Existing Staff Member

Step 1

Select Operations from the left menu and select Staff Management.

Step 2

Select the Three Action Dots to the right of the staff member you would like to update and select Edit.

Step 3

Locate the Staff Role drop-down box, and select the new role you wish to assign this staff member. Select Save Changes when complete.