Admin
Maintains access and the shared property record setup.
Can
- Manage Users, People, Units, Parties
- View Leases, comparable sales, valuation adjustments
- Property Valuation System
- Roles and access
Who can do what in Property Valuation System
Assign property, receipt and valuation decisions to the people who own them.
How permissions work
Property context
Property Manager maintains units, parties, leases and service work.
Lease decision
Lease Reviewer checks the unit before an agreement moves from Review to Active.
Payment decision
Receipt Officer checks the tenant and reference before a receipt is confirmed and allocated.
Valuation judgment
Valuation Coordinator prepares sale and adjustment evidence; Valuation Reviewer examines the reason and amount.
Access
Admin maintains user and staff records and confirms who may edit each record family.
Who can do what
| Role | Comparable sales | Valuation adjustments | Units and parties | Leases and charges | Receipts and allocations | Service requests |
|---|---|---|---|---|---|---|
| Admin | View | Edit | Edit | Edit | Edit | Edit |
| Property Manager | View | View | Edit | Edit | Edit | Edit |
| Lease Reviewer | — | — | View | Approve | View | View |
| Receipt Officer | — | — | View | View | Edit | View |
| Valuation Coordinator | Edit | Edit | View | View | — | View |
| Valuation Reviewer | View | Edit | View | View | — | View |
Each role in detail
Property Manager
Owns unit context and follows lease and service work.
Can
- Manage Units, Parties, Leases, service requests
- View Charges, Receipts, comparable sales, valuation adjustments
Starts on: Lease Schedule
Lease Reviewer
Decides whether a lease in Review can become Active for its unit.
Can
- Manage Leases
- View Units, Parties, Charges
Reviews and approves
- Approve Leases
Starts on: Lease Schedule
Receipt Officer
Confirms tenant receipts and checks their allocation to charges.
Can
- Manage Receipts
- View receipt allocations, Charges, Leases, Parties
Starts on: Posted Charges
Valuation Coordinator
Captures comparable sales and prepares unit-linked adjustment evidence.
Can
- Manage comparable sales, valuation adjustments
- View Units, Leases, People
Starts on: Unit Availability
Valuation Reviewer
Reviews adjustment reasons, amounts and comparable context.
Can
- Manage valuation adjustments
- View comparable sales, Units, Leases, People
Starts on: Comparable Sale Register
Set up Property Valuation System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.