Staff
Accountant, Board member, Maintenance staff and Concierge / security: what each sees by default, and how the complex changes it.
A complex’s staff hold one of four sub-roles. Each has a default set of permissions, and each complex can change it in Settings › Roles & permissions.
The four sub-roles
- Accountant: finance, payments and owner contacts.
- Board member: finance read-only, budget approval, announcements, polls and meetings, documents.
- Maintenance staff: maintenance tickets.
- Concierge / security: the visitor log and maintenance tickets.
Most of these areas are still being built: see the feature reference for what is available today. Until then, a staff member’s menu shows mostly Coming soon pages.
Your permissions can differ per complex
The menus below show each sub-role’s defaults. A complex’s administrator may give a sub-role more, such as View units or Edit units, or take some away; see Roles and permissions. A sub-role never gets the complex’s settings or its permissions page.
How you join
Staff will join by invitation from the complex’s administrator once the owners and residents pages arrive. Accepting one works as described in Accept an invitation.
The staff menus
Accountant
Sidebar
- DashboardComing soon
- Money
- FinanceAvailable
- BudgetAvailable
- InvoicesAvailable
- PaymentsAvailable
- Awaiting approvalAvailable
- DebtorsComing soon
- ExpensesAvailable
- Fees & rulesAvailable
- FinanceAvailable
Board member
Sidebar
- DashboardComing soon
- Money
- FinanceAvailable
- BudgetAvailable
- InvoicesAvailable
- PaymentsAvailable
- Awaiting approvalAvailable
- DebtorsComing soon
- ExpensesAvailable
- Fees & rulesAvailable
- FinanceAvailable
- Community
- AnnouncementsComing soon
- Polls & meetingsAvailable
- VotesAvailable
- Create voteAvailable
- MeetingsAvailable
- ClosedAvailable
- DocumentsAvailable
Maintenance staff
Sidebar
- DashboardComing soon
- Operations
- MaintenanceAvailable
Concierge / security
Sidebar
- DashboardComing soon
- Operations
- MaintenanceAvailable
- Visitors & deliveriesAvailable
Header
- Your contexts
- Choose where you work: the platform, an organization, a complex or your own unit.
- Search
- Find records and pages (not shown to owners and residents).
- Dark mode
- Switch between the light and the dark theme.
- Language
- Choose English, Armenian or Russian; the choice is saved to your profile.
- Notifications
- Your notifications.
- My exports
- In the user menu: the files you exported, ready to download.
- Sign out
- In the user menu: sign out of this device.