ROLES/PERMISSIONS: Breakdown
Learn about each of the roles and their functions within the platform ✍🏻
#COMMUNICATIONN
- 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
- 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
- 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
- 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
Updated on: 14/06/2022
Thank you!