Edit role · Vault

Permissions

31 of 45 granted

Spaces

View spacesSpaces list, detail pages and the site map.Edit spacesCreate spaces and edit codes, types and notes.Change space statusMove spaces between available, maintenance and other statuses.

Customers

View customersCustomer list, detail and history.Edit customersCreate customers and update their details.Notes and communicationsAdd notes and log calls, emails and messages.

Sales

Manage leadsCreate leads, update status, follow-ups and conversion.Manage quotesCreate, accept and expire quotes.Manage waitlistAdd entries and make, accept or decline offers.Manage reservationsCreate and cancel reservations.

Agreements

View agreementsAgreement list and detail pages.Move inRun the move-in wizard and confirm new agreements.Edit agreementsChange terms, transfer spaces and update stored assets.Move outRun move-out with final balancing credits.

Billing

Run billingExecute billing runs that raise invoices.Late fees and chase-upsApply late fees and send chase-up reminders.

Invoices

View invoicesInvoice list, detail and print views.Issue invoicesIssue drafts, create manual invoices and send reminders.Void invoicesVoid issued invoices.Credit notesRaise credit notes against invoices.

Payments

Record paymentsRecord and confirm customer payments.Refund paymentsRefund or reverse confirmed payments.

Collections

View collectionsDelinquency cases and their history.Run collectionsExecute the collections run that advances overdue cases.Work casesAdvance stages, record promises to pay and resolve cases.

Access

View accessCredentials and gate event history.Manage credentialsIssue, suspend and revoke access credentials.Manage devicesAdd and edit gates, doors and cameras.

Revenue

View revenue toolsPricing dashboard and rule outcomes.Pricing rulesCreate, toggle and delete dynamic pricing rules.PromotionsCreate and manage promotional codes.Rate increasesPlan and execute existing customer rate increases.

Reports

View reportsOperational and financial reports.Export dataDownload CSV exports of reports and lists.

Tasks

Manage tasksCreate, edit and progress operational tasks.

Settings

Organisation settingsCompany details and organisation-wide preferences.Site settingsSite details, VAT rate and opening hours.Space types and upsellsManage the sellable catalogue.Billing settingsBilling preferences and the jobs secret.IntegrationsPayment, access and identity integrations.Data migrationsCSV imports into the platform.

Platform

Manage teamInvite teammates, change roles and deactivate accounts.Manage rolesCreate and edit custom roles and their permissions.API keys and webhooksMint API keys and configure webhook endpoints.View audit logRead the organisation audit trail.

Settings

Staff

Permissions