Admin
Maintains access and the core records needed to operate the property portfolio.
Can
- Manage Users, People, Parties, Units
- View Leases, Charges, Receipts, receipt allocations, service requests, tenant maintenance, property inspections
- Property Management System
- Roles and access
Who can do what in Property Management System
Give leasing, collections and property work clear owners and review boundaries.
Who can do what
| Role | Portfolio and people | Leases and occupancy | Charges and receipts | Service requests | Tenant maintenance | Property inspections |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Property Manager | Edit | Approve | View | Edit | View | View |
| Lease Reviewer | View | Approve | View | View | View | — |
| Collections Officer | View | View | Edit | View | View | — |
| Property Coordinator | View | View | View | Edit | Edit | Edit |
| Inspector | View | View | — | View | — | Edit |
Each role in detail
Property Manager
Oversees occupancy, leasing, collections and open property work.
Can
- Manage Units, Leases, service requests
- View Parties, People, Charges, Receipts, receipt allocations, tenant maintenance, property inspections
Reviews and approves
- Approve Leases
Starts on: Charge posting queue
Lease Reviewer
Checks the tenant, unit and terms before a lease is made active.
Can
- View Parties, Units, Leases, Charges
Reviews and approves
- Approve Leases
Starts on: Lease review inbox
Collections Officer
Records tenant payments and applies them to charges.
Can
- Manage Charges, Receipts, receipt allocations
- View Parties, Leases
Starts on: Charge posting queue
Property Coordinator
Receives tenant issues and arranges work against the right lease or unit.
Can
- Manage tenant maintenance, service requests, property inspections
- View Leases, Units, People, Parties
Starts on: Assigned service work
Inspector
Records the condition and supporting evidence for an inspected unit.
Can
- Manage property inspections
- View Units, People, Leases
Starts on: Inspection evidence
Set up Property Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.