Property Reviewer
Reviews evidence and authorizes eligible domain outcomes.
Can
- View Charges, development projects, Leases, Parties, People, receipt allocations, Receipts, service requests, unit bookings, Units
Starts on: Lease Schedule
- Real Estate ERP
- Roles and permissions
Who can do what in Real Estate ERP
Give lease decisions, financial records and property work clear owners.
Who can do what
| Role | Portfolio and parties | Lease operations | Charges and receipts | Service work | Unit bookings | Development projects |
|---|---|---|---|---|---|---|
| Property Reviewer | View | View | View | View | View | View |
| Property Manager | Edit | Edit | Edit | Edit | Edit | Edit |
| Finance Officer | View | View | Edit | View | View | View |
| Property Coordinator | View | View | View | Edit | Edit | Edit |
| Admin | View | Edit | Edit | Edit | View | Edit |
Each role in detail
Property Manager
Owns property operations setup, planning and assigned operational work.
Can
- Manage development projects, Leases, Parties, service requests, unit bookings, Units
- View Charges, People, receipt allocations, Receipts
Starts on: Lease Schedule
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts for this app.
Can
- Manage Charges, Receipts
- View development projects, Leases, Parties, People, receipt allocations, service requests, unit bookings, Units
Starts on: Lease Schedule
Property Coordinator
Captures assigned property operations work and evidence.
Can
- Manage development projects, service requests, unit bookings
- View Leases, Parties, People, Units
Starts on: Lease Schedule
Admin
Maintains staff identities and controlled receipt allocation access under the agreed setup responsibilities.
Can
- Manage Users, People, receipt allocations
- View Charges, development project evidence, development projects, Leases, Parties, Receipts, service requests, unit bookings, Units
Set up Real Estate ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.