There are seven different roles that can be assigned to users:
Admin - Has access to all areas except Accounting and can manage users, Smart Templates, and Monthly Fees.
Books Admin - Has administrative access to all areas in Accounting.
Books Advanced - Can access Accounting but does not have access to:
Financial settings
Autopay settings
Add or edit Chart of Accounts
Payroll expense or liability accounts in the Chart of Accounts
Books User - Can access Accounting but does not have access to:
Account reconciliations
Journal entries
Multi-unit journal entry
Charges approval
Edit and delete for entries
Financial settings
Autopay settings
Add or edit Chart of Accounts
Payroll expense or liability accounts in the Chart of Accounts
Books Reporter - Only has access to the Reports tab within Accounting.
User - Default access. Does not have access to Accounting or administrative areas of Propra.
Inspector - Only has access to the Propra for Managers app to complete inspections.
Deleting/ adding roles for users
Click Account under Settings on the left-hand menu.
Click on Edit next to the individual's name.
Here you can delete by clicking the ‘X' icon beside the role; or add roles as desired by clicking the down icon and selecting which roles to apply.
Click Save.