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

## The roles (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 (https://app.proptonomy.ai/docs/roles#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 (https://app.proptonomy.ai/docs/roles#which-role)
- 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.

Note: Changing a role later is one click. Roles are changed from the member list. A cleaner promoted to coordinator sees the whole board on their next page load. A coordinator demoted to staff member loses it just as quickly.

## Where each role lands (https://app.proptonomy.ai/docs/roles#landing)
- 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 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.