Within Property Matrix, you have the ability to restrict what your other users can view or access when in the system. This can be done by setting your users to specific roles.
Please Note: The standard role when creating a new user is the Admin role, granting them access to all features and settings in the program.
You can access roles from the User Roles section of the Settings page. You can navigate to this page by clicking on the profile icon in the top right, selecting "Settings", and selecting "User Roles" from the left sidebar.
Adding a New Role
Click on any of the green buttons labeled "Add ____ Role" to create a new user role.
From here, you can see a list of permissions and can set each of these permissions to one of three options:
No Access: The user will have no access to this feature in any way. In some cases, it will not even be present on the page.
Read Only: They can view this feature or information, but they are unable to make any changes.
Full Access: Full and complete access to see and edit this feature or information.
At the bottom, there is one last option labeled “Access to all Units?”. If the checkbox is marked, the user will have access to all units in the system. However, if you wish to limit them to only specific units, you can uncheck the box and the program will list all the units in your buildings. Simply select the units, or whole buildings, you wish to give them access to.
Once you’ve finished selecting, click the "Save" button and the role will be created. Please refer to Adding/Editing Users for how to apply the new role to a user.
Editing a Role
To edit a role, find the row for the role you wish to edit, click the button with 3 dots on the right, and select "Edit".
From there, you can once again set what access the role should have. Be sure to click the "Save" button when done to save your changes.
