Managing Staff Roles for Residential Admins

Managing Staff Roles for Residential Admins

Managing Staff Roles for Residential Admins

Staff roles allow you to curate the specific features or modules you would like your staff to access. In this article, you will learn how to:
  1. Add new staff roles
  2. Edit existing staff roles
  3. Assign a new role to existing staff member

Adding a New Staff Role

Step 1
After logging into the Admin Portal, select Operations from the left side menu and select Staff Management.



Step 2
Select Staff Roles from the top of the screen.



Step 3
Select Add Staff Role.



Step 4
Name the staff role and select the service categories this staff role can access. Select Submit to save your changes.



  1. All: Gives end-user access to all of the features listed below.
  2. Access: If you are utilizing Access at your property, this will allow staff to swipe to unlock at access points through hardware.
  3. Activity Logbook: Allows staff to utilize Daily Activity Report, they will only be able to see their own reports.
  4. Activity Manager: Allows staff to be able to view all Daily Activity Reports, not just their own.
  5. Assignments: Allows staff to view Assignments at the property and gives the ability for them to create new Assignments.
  6. Contacts: Allows staff to have the contact list of residents at the property.
  7. Discover: This allows staff to have access to the resources you have included as Discover Links for your property.
  8. Forms: Gives staff access to participate in Forms that the property creates.
  9. Mobile Key Access: If your property has an access control integration, this allows staff to store their mobile key credentials in their phone.
  10. Packages: If your property is utilizing our packages feature, this allows staff to scan in and manage packages.
  11. Parking Reservations: Allows staff to create parking passes and manage parking. 
  12. QR Code: This allows staff to scan their unique QR code at kiosks and booking tablets.
  13. Reservations: Allows staff to view and manage Reservations.
  14. Valet: Allows staff to view Valet requests.
  15. Visitors: Allows staff to view visitor passes as well as manage visitors at the property.
  16. Work Order Manager: Staff will have access to view all Work Orders, not just those assigned to themselves.
  17. Network: Allows for the possibility of using Newsfeed, Marketplace, Management posts, and Events. If this is turned off, there will be no engagement tools on the platform. 
    1. Management: Allows for Management posts to appear under Newsfeed.
      1. Emergency: Allows staff to view Emergency Management posts.
      2. News: Allows staff to view Management posts.
      3. Polls: Allows staff to view Polls sent out by the property management team.
    2. Events: Allows staff to view Events at the property.
    3. Newsfeed: Allows for the Newsfeed section under Network.
      1. General: If this is turned off, it removes the Newsfeed section from the end-user.
    4. Marketplace: Allows end-users to engage in a property-wide Marketplace to sell items.
  18. Work Orders: Allows staff to see only work orders assigned to them.
    1. Emergency Work Order: Allows staff to view Emergency Work Orders.
    2. Normal Work Order: Allows staff to view Normal Work Orders.
    3. PM Work Orders: Allows staff to view Preventive Maintenance Work Orders.

Edit Existing Staff Roles

Step 1
After logging into the Admin Portal, select Operations from the left side menu and select Staff Management.



Step 2
Select Staff Roles from the top of the screen.



Step 3
Select the Three Actions Dots to the right of the staff role you wish to edit, and select Edit. 



Step 4
Make necessary edits and select Submit to save changes. 

Assigning a New Role to an Existing Staff Member

Step 1
After logging into the Admin Portal, select Operations from the left menu and select Staff Management.


Step 2
Select the Three Action Dots to the right of the staff member you would like to update and select Edit. 



Step 3
Locate the Staff Role drop-down box, and select the new role you wish to assign this staff member. Select Save Changes when complete. 




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