Roles and access

Roles control which records and actions a member can access inside one community. A person can have a different role in each community.

Role overview

Role	Best suited for	Typical access
Admin	The community owner or trusted lead administrator	Full community access, including settings, billing, members, units, files, and operations
Manager	Property and community operations leads	Members, units, forums, tickets, files, tags, and day-to-day operations without billing authority
Billing	Treasurers, bookkeepers, and finance staff	Assessments, invoices, payments, payouts, and unit billing information
Staff	Operational team members and contractors	Assigned operational work, discussions, and contextual records without member or unit administration
Member	Residents and owners using community services	Their own units and billing, discussions, notices, and issue tickets available to members

Choose the narrowest role

Give each person only the access required for their responsibilities. In particular:

• Use Billing for finance work instead of granting full Admin access.
• Use Manager for operations teams that do not need financial tools.
• Use Staff for people completing assigned work without managing the community directory.
• Keep the number of Admins small and review it periodically.

Admins can manage every role. Managers can manage Staff and Member access, but cannot grant Admin, Manager, or Billing authority.

Caution

Changing a role changes what the person can do immediately. Confirm the active community and the member’s identity before saving a higher-privilege role.

Access is community-specific

Switching communities can change the sidebar because your role may differ. If a person should access a property but cannot, verify both their community membership and their unit assignment.

Next: Invite and manage members.