ROLES/PERMISSIONS: Breakdown

Learn about each of the roles and their functions within the platform ✍🏻



#COMMUNICATIONN



1


  • Information: Permission to create, attach and modify the entire Information section.
  • Announcements / Messages: Permission to send announcements and messages to users registered in the system.
  • Surveys Permission to create and/or edit polls/votes and send them to users.



MANAGEMENT



2


  • Users: Permissions to see the information of the users and financial information of the private units.
  • Edit Users: Permissions to create, edit and delete users from the different private units.
  • Common areas: Permission to create, edit and delete common areas as well as create, approve and reject reservations.
  • Tickets (Complaints and Suggestions): Permission to view and track user tickets and complaints.




FINANZAS




3



  • Fees: Permissions to create charges for ordinary fees (maintenance) or service fees in bulk or individually.
  • Income: Permission to capture income and invoice income (ONLY APPLY FOR MEXICAN TAXPAYERS)
  • Expenses: Permission to capture expenses, modify checks in transit and edit the supplier catalog.
  • Transfers: Permission to capture transfers between accounts.
  • Budgets: Permission to capture and edit annual budgets.
  • Request Waivers: Permission to request waivers of maintenance fees.
  • Approve Waivers: Permission to approve or reject said waivers.
  • View Canceled Receipts: Permission to view canceled payments within the system.





REPORTS



4



  • Statement of Results (Monthly and Annual Report): Permissions to see the monthly statements of results, comparisons with budgets and reconciliations.
  • Income Report: Permissions to search captured income, view issued invoices, send them by mail or print them.
  • Egress Report: Permission to search captured expenses.
  • Delinquent Report: Permission to see the delinquency of private units.
  • Email and Access Log: Permission to view the log of all emails and logins to the system.
  • History of actions: Permission to see the log of the actions carried out within the system by all administrators.




CONFIGURATION




5





Updated on: 14/06/2022

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