| Section | Permission | Administrator | Account Manager | Property Manager | Read Only |
| Dashboard Permissions | Global calendar | Y | Y | Y | Y |
| Can view event details | Y | Y | Y | N | |
| Can access analytics | Y | Y | Y | Y | |
| Can access maintenance hub | Y | Y | Y | N | |
| Can create/edit maintenance tasks | Y | Y | Y | N | |
| Can manage maintenance quotes & work orders | Y | Y | Y | N | |
| Can complete maintenance tasks | Y | Y | Y | N | |
| Can access inspection hub | Y | Y | Y | N | |
| Can create/edit inspection tasks | Y | Y | Y | N | |
| Can complete inspection tasks | Y | Y | Y | N | |
| Can access arrears | Y | Y | Y | Y | |
| Property Permissions | Has access to properties | Y | Y | Y | Y |
| Can create a new property | Y | Y | Y | N | |
| Can edit property details | Y | Y | Y | N | |
| Can archive property | Y | Y | Y | N | |
| Can restore property | Y | Y | Y | N | |
| Can import new properties | Y | Y | Y | N | |
| Can approve budget by area | Y | Y | Y | Y | |
| Can reconcile budget by area | Y | Y | Y | Y | |
| Tenancy Permissions | Has access to tenancies |
Y | Y | Y | Y |
| Can create a new tenancy | Y | Y | Y | N | |
| Can edit tenancy details | Y | Y | Y | N | |
| Can archive tenancy | Y | Y | Y | N | |
| Can restore tenancy | Y | Y | Y | N | |
| Can import tenancies | Y | Y | Y | N | |
| Income and Expenses Permissions | Has access to income and expenses | Y | Y | Y | N |
| Can create invoice/credit note | Y | Y | Y | N | |
| Can approve invoice/credit note | Y | Y | Y | N | |
| Can edit invoice/credit note | Y | Y | Y | N | |
| Can delete invoice/credit note | Y | Y | Y | N | |
| Can void invoice/credit note | Y | Y | Y | N | |
| Can process payments | Y | Y | Y | N | |
| Has access to invoices without property/tenancy | Y | Y | Y | N | |
| Can create tax returns | Y | N | N | N | |
| Trust Accounting Permissions | Has access to trust accounting | Y | Y | N | N |
| Can disburse funds | Y | Y | N | N | |
| Can close a period | Y | Y | N | N | |
| Has access to bank statements | Y | Y | N | N | |
| Has access to bank deposits | Y | Y | N | N | |
| Can modify ledgers | Y | Y | N | N | |
| Can access trust accounting reports | Y | Y | N | N | |
| Has access to bonds | Y | Y | N | N | |
| Can raise manual fees | Y | Y | N | N | |
| Has access to non-resident tax | N | N | N | N | |
| Contact Permissions | Has access to contacts | Y | Y | Y | Y |
| Can create a new contact | Y | Y | Y | N | |
| Can edit contact details | Y | Y | Y | N | |
| Can archive contact | Y | Y | Y | N | |
| Can restore contact | Y | Y | Y | N | |
| Can export contacts | N | N | N | N | |
| Document Permissions | Has access to documents | Y | Y | Y | N |
| Can create a new document | Y | Y | Y | N | |
| Can edit document details | Y | Y | Y | N | |
| Can archive documents | Y | Y | Y | N | |
| Can restore documents | Y | Y | Y | N | |
| Can download documents | Y | Y | Y | N | |
| Can manage bank accounts | Y | N | N | N | |
| Report Permissions | Has access to reports | Y | Y | Y | Y |
| Settings Permissions | Has access to settings | Y | Y | Y | N |
| Company & User settings visible | Y | N | N | N | |
| General settings visible | Y | Y | Y | N | |
| Accounting settings visible | Y | Y | Y | N | |
| Add-on and Integration settings visible *Includes access to unlink/relink QuickBooks Online records with errors |
Y | N | N | N | |
| Communication settings visible | Y | Y | Y | N | |
| Can import data | Y | Y | Y | N | |
| User can manage other users | Y | N | N | N | |
| User can manage subscriptions | Y | N | N | N |