Assign roles and building access

Give a staff user the right role on each building they should access. You need Administration access that can edit users (PMC admin or equivalent).

manageradminOpen in app
  1. Open AdministrationProperties & Users in the sidebar.

  2. Select the Users tab.

  3. Click the user’s name in the list to open their detail sheet.

  4. Click Edit.

  5. Under Building assignments, click Add.

  6. Choose a building from Building….

  7. Choose a role from Role….

    Tip: Each building can have only one role. Buildings already on the list do not appear in the Building dropdown again. Use the remove control on a row to drop an assignment.

  8. Click Save.User sheet in edit mode showing Building assignments — Building and role assignment rowsTo create a new role first:

  9. Select the Roles & Permissions tab.

  10. Click New role.

  11. Enter Name, choose Corporation, set permissions, then click Create role.

  12. Return to the user and assign that role under Building assignments.

Result: Toast User saved. The user’s Roles & buildings summary lists the new assignments when you leave edit mode.

Related articles

  • Invite a userSend a staff invitation with a role and building access. You need Administration access that can edit users — the Invite user button appears in the page header when you have that permission. To invite a resident, open their profile in Directory instead.
  • Toggle building servicesTurn modules on or off for one building (Directory, Packages, Amenities, and more). You need Administration access that can edit properties.

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