User Roles & Access

Primary roles

Role	Typical home workspace	Typical access
RTM / RMC director	Building dashboard	Building setup, issues, finances, documents, announcements, voting, meetings, and RTM-related workflows
Leaseholder / shareholder	Resident dashboard	Documents, money, votes, meetings, announcements, and issue reporting for the selected building
Management company	Portfolio workspace	Portfolio and building operations, with access shaped further by sub-role assignment

Management-company sub-roles

Sub-role	Typical focus	Access pattern
Portfolio admin (`portfolio_director`)	Full operational control	Broad access across portfolio setup, co-branded portal, mailbox delegations, jurisdiction packs, buildings, suppliers, communications, voting, meetings, and finance workflows
Property manager (`property_manager`)	Day-to-day building operations	Operational access across assigned Lead PM properties (plus View Full Portfolio toggles on Safety, Calendar, Issues, and Meetings), works orders, communications, voting, and meetings
Finance manager (`financial_director`)	Finance-led work	Portfolio finances, double-entry ledger, three-way bank reconciliation, service charges, supplier invoice approvals, payment runs, and statutory reporting

What changes your access

Your selected building matters when you work across more than one property — Lead PM properties are prioritised at the top of the building selector.

Management-company access can change when a portfolio admin updates your sub-role or building assignments.

Customer subscription feature switches and Jurisdiction Packs (gb-eng England & Wales, gb-sct Scotland Factoring, ie-omc Ireland OMC) shape which finance and statutory tools appear in the sidebar.

In prospect evaluation environments, the Dynamic Persona Switcher lets you preview how Portfolio Admin, Property Manager, Finance Manager, Director, and Homeowner views stay in sync.

Settings stays available even when other areas are limited.

See the best first steps for directors, residents, and management-company users

Start Here

Platform Features

Overview

Primary roles

Management-company sub-roles

What changes your access

Suggested next steps

Getting Started

Notification Settings

​Overview

​Primary roles

​Management-company sub-roles

​What changes your access

​Suggested next steps

Getting Started

Notification Settings

Overview

Primary roles

Management-company sub-roles

What changes your access

Suggested next steps