User Roles and Access
====================

*PropMan* implements a role-plus-entitlement-based access control system to ensure appropriate access levels for different users:

Main User Roles
--------------

- **Resident:** Access to their own account and unit information via the Resident Portal
- **Reader:** View-only access to property information
- **Accounts:** Basic property management access
- **Finance:** Extended access including financial operations
- **Admin:** Full system access

.. note:: Property managers typically have either Accounts or Finance role access.

Role Capabilities
----------------

- **Accounts Role:**

  - Basic property management functions
  - Resident account management
  - Billing operations
  - Work order management
  - Non-financial reporting

- **Finance Role:**

  - All Accounts role capabilities
  - Financial operations
  - Check writing and management
  - Advanced reporting

Key Entitlements
---------------

The system also includes various *entitlements* that control more fine-grained capabilities:

Building Management
~~~~~~~~~~~~~~~~~~

- **Run Rent Roll** - Run the official monthly billing
- **Run Trial Rent Roll** - Run a trial billing to verify the accuracy of the Rent Roll generated
- **Building Reconciliation** - Show numbered badges on Journals Button to handle bank transaction auto-reconciliation
- **Building Assessments** - Create, edit, and delete Building Assessments and Additional Charges
- **All Building Reports** - Run all reports for the building
- **Write Checks** - Write checks on behalf of the building
- **Print Checks**
- **Approve Checks** - Approve checks for remote printing and sending
- **Clear Checks** - Mark checks as cleared
- **Manage Recurring Checks** - Create, edit, and delete Recurring Checks
- **Work Order Admin** - Create, edit, and delete Work Orders
- **Work Order Reader** - View Work Orders

Financial Operations
~~~~~~~~~~~~~~~~~~

- **Management Bookkeeping** - See and work with the Management Building
- **Management Onboarding** - Onboard Buildings and Residents. Bulk Onboarding Tool.
- **GL Account Admin** - Create, edit, and disable GL Accounts
- **Resident Billing Admin** - Create, edit, and delete Resident Additional Charges

Building Modules
~~~~~~~~~~~~~~

- **All Modules** - Enable and disable particular modules for the building
- **Electric Bills**
- **Scheduling**
- **1098 Tax Forms**
- **Work Orders**