What each role can do

Every person in your organisation has one role. The role decides which properties they see and what they can do with them. These rules are enforced by Nutshell, not just hidden on the screen: a page or button a role may not use will not work for them.

At a glance

	Admin	Facility Manager	Operations Assistant	Stakeholder (property owner)
Properties they see	All	Only those you give them	Only those you give them (except maintenance, see below)	Properties they own
Properties, units, tenants, leases	Add and change	Add and change, on their properties	View their properties; for tenants, names and contact only	View
Money pages (Dashboard, Receivables, Funds, Transactions, Reports)	Yes	Yes, for their properties	No	View
Record payments, invoices and transactions	Yes	Yes, on their properties	No	No
Move money between funds	Yes	No	No	No
Maintenance	Everything	Everything, on their properties	Everything except money pages and choosing a fund	Not used
Invite people, change settings, give access	Yes	No	No	No

Admin

The person who created the workspace. Sees and can do everything in the organisation, and is the only one who can invite people, give access to properties, suspend a person or change organisation settings. An organisation always keeps its Admin active.

Facility Manager

Runs the day-to-day for the properties you give them. They see only those properties, with their money, and can record payments, invoices and expenses on them. They cannot move money between funds, invite people or change organisation settings.

In Maintenance they can do everything: report, acknowledge, set priority, assign, start, resolve (choosing which fund a cost comes from), close, and manage vendors.

Operations Assistant

Coordinates repairs. They are not given financial visibility.

• Maintenance: they see repairs on every property in the organisation, so a repair on a property they are not assigned to can still be handled. They can report, acknowledge, set priority, assign, start, resolve and close repairs, see what a repair cost, and manage vendors. When they resolve a repair with a cost, it is recorded in that property's Operations Fund. They cannot choose another fund.
• Everything else: they see only the properties you give them. They never see Dashboard, Receivables, Funds, Transactions or Reports, and they cannot record payments or invoices.
• Tenants: on properties they are assigned to, they see a tenant's name and contact details, but not rent, deposit, balances or payment history. On other properties they see only that a repair exists: the property name is plain text, not a link, and the tenant's name is not shown.

Stakeholder (property owner)

For a property's owner who wants to see how it is doing. They see the properties they own, read-only, including the money. They cannot change records and do not use Maintenance.

Site Officer and Maintenance Officer

These roles exist for people who work on site, but their screens are not available yet, so they cannot be invited.

Common questions

"Why can't someone see a property?" Give them access: Give someone access to properties. Until you do, a Facility Manager or Operations Assistant sees "No properties assigned yet".

"Why does an Operations Assistant see repairs on properties they can't open?" By design, so repairs can be coordinated across all your properties. They see only the repair, never the property's records or money.

Checked against Nutshell 0.1.14, with the Maintenance module switched on