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 section of the Settings page. You can find Users by clicking on the options menu on the top right hand side of the page.

Once selected, you can add or edit roles by clicking the Edit button on the upper right side of the page. Once in the Roles menu, you can edit any previously created role, or create a new role entirely.

Adding a New Role

Click on the New button to enter the role creation screen. First, name the new role.

From here, you can set each of these features 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, “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 Submit 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, click the Edit Role from the options menu

Once in the menu, scroll down to the role to be edited and click the Edit button next to the role's name. From there, you can once again set what access the role should have. Be sure to click the Submit button when done to save your changes.