The following roles are available to be assigned to onsite teams.

Community Manager

• Description: Manages leasing at one or more properties

• Permissions:

  • Can suggest and approve knowledge

  • Can read and update settings and reporting for all products

  • Can view and respond to tasks and conversations for all products

  • Can invite/update the following user types: Community Manager, Leasing Agent, Accounts Receivable, Site Manager

  • Receives Daily Report for Leasing

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Communities, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Phone: VoiceHub, Vanity Numbers, VoiceAI Handoff, Scenarios, Call Log

  • Onboarding: Launch Status, Invite Your Team, Knowledge Setup

  • Settings: Tours, Pixel, Website Widget, Resident, Building, Affordable

Organization Admin

• Description: Manages all settings, users and products for all properties for an organization

  • Organization Admins do not need any additional roles, as they have access to everything

• Permissions:

  • Can suggest and approve knowledge

  • Can read and update settings and reporting for all products

  • Can view and respond to tasks and conversations for all products

  • Can invite/update the following user types: Organization Admin, Community Manager, Resident Manager, Leasing Agent, Accounts Receivable, Site Manager

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Communities, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Phone: VoiceHub, Vanity Numbers, VoiceAI Handoff, Scenarios, Call Log, Call Center

  • Onboarding: Launch Status, Invite Your Team, Knowledge Setup

  • Settings: Tours, Pixel, Website Widget, Resident, Building, SSO, Affordable

Owner

• Description: Administrator at an ownership group

• Permissions:

  • Can have access to multiple buildings in different organizations

  • Can suggest and approve knowledge

  • Can read and update settings and reporting for all products

  • Cannot view or respond to tasks and conversations

  • Cannot invite or update other users

  • Receives Daily Report for Leasing

• Accessible Pages:

  • Main: Contacts, Calendar, Reports, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Settings: Tours, Pixel, Website Widget, Resident, Building, Affordable

Leasing Agent

• Description: Manages leasing at one or more properties

• Permissions:

  • Can suggest knowledge (but not approve)

  • Can read and update Leasing settings and reporting

    • Cannot read or update for Renewals or Delinquency

  • Can view and respond to tasks and conversations for Leasing

  • Cannot invite or update other users

  • Receives Daily Report for Leasing

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Communities, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Phone: Vanity Numbers, VoiceAI Handoff, Call Log

  • Onboarding: Launch Status, Invite Your Team, Knowledge Setup

  • Settings: Tours, Pixel, Website Widget, Building, Affordable

Accounts Receivable

• Description: Manages Delinquency and Resident account at one or more properties

  • Accounts Receivable users can be thought of as the Leasing Agents of Delinquency. They interact with residents directly and can step in should the AI ever need help.

• Permissions:

  • Can suggest knowledge (but not approve)

  • Can read and update Delinquency settings and reporting

    • Cannot read or update for Leasing or Renewals

  • Can view and respond to tasks and conversations for Delinquency

  • Cannot invite or update other users

  • Receives Daily Report for Delinquency

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Settings: Resident

Regional Delinquency Manager

• Description: Manager who oversees Delinquency and has visibility into Delinquency tracking

• Permissions:

  • Can suggest and approve knowledge

  • Can read and update Delinquency settings and reporting

    • Cannot read or update for Leasing or Renewals

  • Can view and respond to tasks and conversations for Delinquency

  • Cannot invite or update other users

  • Receives Delinquency Daily Report if a community is lacking performance

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Knowledge (Community Info), Knowledge (Specials), Users, Units

  • Settings: Resident

Resident Manager

• Description: Manages resident questions, maintenance, and renewals

• Permissions:

  • Can suggest knowledge (but not approve)

  • Can read and update Renewals settings and reporting

    • Cannot read or update for Leasing or Delinquency

  • Can view and respond to tasks and conversations for Renewals

  • Cannot invite or update other users

• Accessible Pages:

  • Main: Activity, Tasks, Contacts, Calendar, Reports, Knowledge (Community Info), Knowledge (Specials), Units

  • Settings: Resident

Site Manager

• Description: Manages an emergency maintenance or other resident schedule for a team

• Permissions:

  • Cannot invite or update other users

  • Can view, edit, and create users for phone scheduling

  • Can view and respond to tasks and conversations

• Accessible Pages:

  • Main: Activity, Tasks

  • Phone: VoiceHub, Vanity Numbers, VoiceAI Handoff, Scenarios, Call Log

User Permissions at a Glance

* See Inviting Users below for more information

Inviting Users

Some users can only invite a limited selection of roles to the platform.

• Community Manager: Community Manager, Leasing Agent, Accounts Receivable, Site Manager
• Organization Admin: Organization Admin, Community Manager, Resident Manager, Leasing Agent, Accounts Receivable, Site Manager
• Site Manager: Can view, edit, and create users for phone scheduling only