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.

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

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

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

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