Text version. The interactive version, with live examples, is at https://app.proptonomy.ai/docs/roles. All pages as plain text: https://app.proptonomy.ai/llms.txt.

Roles and what they can do

The six roles, which one to give whom, and a live view of what each role can read and change.

https://app.proptonomy.ai/docs/roles

The roles

A person's membership in an organization carries one role. The role decides what they can read and change. A coordinator's membership can also be narrowed to some properties.

• Admin: Everything, including members, integrations and billing.
• Member: Property manager. Everything except members, integrations and billing.
• Staff coordinator: Runs a crew. Sees, creates and assigns tasks, reads properties and conversations, delegates work from clients."
• Staff member: Does the work. Sees only the tasks assigned to them and acts on those. The cleaner.
• Viewer: Reads everything, changes nothing. The default for a shared ops-channel account until it is converted."
• Property owner: Owner-portal access to their own properties.

Example on the page: Pick a role. Live from the server's table. The same data as the matrix below, one role at a time.

A person can belong to several organizations with a different role in each. Someone can be a coordinator at your company and a viewer at a client. The app switches between them with the work-scope picker.

The access matrix

Read live from the server's own table. A pen means edit, which includes reading. An eye means read. The person mark means assigned only: the tasks the person is assigned to and the properties on them.

Example on the page: What each role can do. The same table opens from the member list under “What each role can do”. Hover a mark for its meaning.

Which role for whom

• The owner or manager of your company: Admin. Someone has to invite people, change roles and connect a channel.
• Office staff who plan the day: Staff coordinator. They see every task, delegate the client’s work to cleaners, and read the properties and conversations they need. They cannot change members or settings.
• Cleaners and handymen: Staff member. They see what was handed to them and do it. The app sends them straight to their Today list.
• A shared phone, a chat group, or someone who only needs to look: Viewer.
• Member is for property managers running their own listings. A contractor rarely needs it. It opens finance, leads and settings that have nothing in them for you.

Where each role lands

• Staff members open on Today in the cleaner view, with History and Profile beside it. The rest of the workspace is out of the way.
• Everyone else opens on the assistant. Tasks, Inbox, Properties, Team map and the rest sit in the navigation according to their role.
• Settings are visible to admins and members. A coordinator sees the pages that only read.

All documentation pages

• Working for a client — How a cleaning or maintenance company receives a client's tasks in its own workspace, and what it sees of the client.
• Roles and what they can do — The six roles, which one to give whom, and a live view of what each role can read and change.
• Inviting people and managing roles — Inviting a coordinator or a cleaner, accepting the invitation, changing a role, and property scopes.
• Receiving and delegating tasks — Where a client's tasks appear, how a coordinator hands one to a cleaner, and what the client sees back.
• The app for cleaners — Installing and signing in, the Today list, and a task from Start work to Finish.
• Location sharing and the team map — What the app records about where people are, with whose consent, and what a coordinator sees on the team map.
• Working from WhatsApp — One message connects you. What a cleaner can ask and do from WhatsApp, and how coordinators reach their team.
• Languages and translation — The relay that re-posts every group message in each language, your inbox language, translating one message, and the language the AI writes in.