Project permission levels (roles)
Edgewise offers three role based permission levels for granting access to projects.
Additionally, custom roles can be created to mix and match permissions. Reach out to support@edgewise.io to learn more about custom roles.
| Permission | Admin | Member | Agent |
|---|---|---|---|
| Avatar (profile image): create, delete | ✔ | ✔ | ✔ |
| Charges: create, refund | ✔ | ✔ | |
| Collaborators: add, edit, remove | ✔ | ||
| Deposit schedule: create, edit, delete | ✔ | ✔ | ✔ |
| Documents: create, edit, delete | ✔ | ✔ | ✔ |
| Events: view | ✔ | ✔ | ✔ |
| Images: create, edit, delete | ✔ | ✔ | ✔ |
| Floor plans: create, edite, delete | ✔ | ✔ | |
| Lead assignment: manage settings | ✔ | ||
| Lead assignment: update | ✔ | ✔ | |
| Lease permits: create, edit, delete | ✔ | ✔ | |
| Lot: create, edit, delete | ✔ | ✔ | |
| Offers: create, edit, delete | ✔ | ✔ | ✔ |
| Phase: create, edit delete | ✔ | ✔ | |
| Parking: create, edit, delete | ✔ | ✔ | |
| Payouts: create | ✔ | ||
| Promotions: create, edit, delete | ✔ | ✔ | ✔ |
| Open house: create, edit, delete | ✔ | ✔ | ✔ |
| Reports: view | ✔ | ✔ | ✔ |
| Reports: view financial reports | ✔ | ||
| Settings: edit general | ✔ | ✔ | ✔ |
| Settings: edit reservation settings | ✔ | ||
| Site plan: create, delete | ✔ | ✔ | |
| Specs: create, edit, delete | ✔ | ✔ | |
| Sales office: create, edit, delete | ✔ | ✔ | ✔ |
| Status: edit | ✔ | ||
| Storage: create, edit, delete | ✔ | ✔ | |
| Testimonials: create, edit, delete | ✔ | ✔ | ✔ |
| Units: create, edit, delete | ✔ | ✔ |