What it's forEveryone sees and can change only what their job needs, and each strata manager works on their own portfolio.
Who it's forAdministrators.
Step by step
- Step 1: Pick the right personaBuilt-in personas: Administrator, Strata manager, Strata portfolio manager, Building manager, Accounts officer, Maintenance coordinator, Front desk, Committee liaison, Auditor, Read-only (and Property manager on Enterprise). Each card on Admin & help › Team & personas lists what it can do.
- Step 2: Invite someoneAdmin & help › Team & personas › Members (or ⌘K › Invite someone): First name, email and persona, then Send invite. If email isn't set up, copy the link shown. Invites last 7 days; Resend invite gives another 7.
- Step 3: Change a personaTeam & personas › Members: choose the new persona under Change persona and press Save. You can only give out access you have yourself.
- Step 4: Create a custom personaPress New persona (or Duplicate a built-in one). Name it, describe What they do, pick a colour and icon, and tick Permissions by group. Press Create persona.
- Step 5: Allocate schemesPortfolios shows each portfolio manager's schemes plus Unassigned. Allocate single schemes from the scheme page's Portfolio manager picker, or hand a whole portfolio over with Hand all to… and Move.
- Step 6: View as a strata managerPress View as on a portfolio card to see their Control centre and inbox with their permissions. Your actions are recorded as on behalf of them. Stop ends it.
- Step 7: Remove someoneOn Team & personas › Members press remove on their row. Their past work stays in the audit log.
Tips
- Every change to personas and members is recorded in the Audit log.
- No portfolio managers yet? Give someone the Strata portfolio manager persona first.
Common problems
A persona option is greyed out with “(more access than yours)”.
You can't give access you don't have. Ask an administrator with full access.
Previous and next follow the Admin section.