Role permissions
Review and manage permissions across documents, meetings, finance, communication, building records, calendar, people, profile, and sale packs.
Features
For resident-led blocks
Give every person the right level of access
Keep people and unit records clear while controlling who can see and change sensitive information.
See it in Our Stairwell
See permissions across the whole workspace
The permissions matrix shows how committee responsibilities and resident access can be separated without maintaining parallel copies of records.
Why it matters
Shared access should never mean access to everything
A shared workspace still needs careful boundaries. Unit records, resident memberships, committee roles, and role-based access help each person see the right parts of the building record without exposing committee, finance, sale pack, or sensitive management records unnecessarily.
- Right access for each role
Separate owner, tenant, committee, officer, and workspace responsibilities.
- Sensitive records protected
Keep finance, governance, sale pack, and operational records behind appropriate permissions.
- Easier changes over time
Update roles as residents move, officers change, or committees hand over.
What you can do
Manage the complete workflow in one place
Start with the task the committee needs to complete, then keep its people, dates, documents, and decisions connected.
Finance boundaries
Separate own-ledger access from full finance access and work-level finance summaries.
Resident invitations
Invite residents to specific units by email or code, resend or revoke invitations, download invite letters, and let invitees claim access through the public join flow.
Unit records
Maintain tenure or title type, occupancy status, parking and storage rights, area notes, restrictions, consent notes, linked people, and unit documents.
Apportionment schedules
Create draft equal or lease-percentage schedules, record the reason, approve changes, and retain schedule history.
People records
Manage residents, unit occupancy, owners, tenants, committee roles, and external contacts.
External contacts and quotes
Keep contractor, manager, emergency contact, quote, work, and bill history connected to contact records.
Resident history
Keep a timeline of onboarding, invitations, role changes, AGM confirmations, and removals.
Resident changes
Move residents between units, mark units vacant, remove access, and anonymise or delete former residents where required.
Profile and security
Manage personal details, avatar, contact sharing, password, email, two-factor devices, linked accounts, and signed-in sessions.
Association and subscription
Control association profile, organisation type, unit labels, billing identity, Direct Debit mandate, and subscription status by role.
How it works
From first action to a record others can follow
Set up the record
Keep the unit, resident, owner, tenant, or contact details in the right place.
Invite the person
Add the user and connect them to the relevant unit or committee role.
Assign permissions
Choose the role and permissions that match what they should be able to view or manage.
Review over time
Adjust access when occupancy, ownership, committee membership, or subscription responsibility changes.
Ready when the committee is