How to set user permissions

The different roles

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

• 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

• 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

1. Click Account under Settings on the left-hand menu.

2. Click on Edit next to the individual's name.

3. 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.

4. Click Save.