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Adding/Editing User Roles

User roles control what team members can view and do in Property Matrix. New users are assigned the Admin role by default, which provides access to all program features and settings.

Written by Conor Taliancich

Add a User Role

  1. Open Settings and select User Roles.

  2. Click an Add Role button for the role type you want to create.

  3. Set each permission to one of the following levels:

    • No Access: The user cannot access the feature. In some cases, it is not visible.

    • Read Only: The user can view the feature or information but cannot make changes.

    • Full Access: The user can view and edit the feature or information.

  4. Choose the role's unit access:

    • Select Access to all Units? to allow access to every unit.

    • Clear the checkbox to choose specific units or entire buildings.

  5. Click Save.

For instructions on assigning a role to a user, see Adding/Editing Users.

Edit or Delete a User Role

  1. Find the role you want to manage.

  2. Open the role's Dropdown Menu.

  3. Select Edit to update permissions or unit access, then click Save.

  4. For non-admin roles, select Delete to remove the role.

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