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General Roles

Property Manager

Permission Level: Site
Role assigned by: Property Managers, Equiem Administrators

The Property Manager role grants access to all site settings, including:

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Info

This role is typically allocated assigned to those who work for the building in a management position, for example, Property Managers, General Managers, Building Managers, and Marketing/Community Managers.

Depending on the access level required, this permission may also be granted to Receptionists and Front of House Team Members in order to manage the platform, for example, by inviting and approving new users.

Workplace Manager

Permission Level: Site
Role assigned by: Workplace Managers, Property Managers, Equiem Administrators

The Workplace Manager role grants access to settings and features for their respective company only, including:

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Info

This role is typically allocated assigned to your Key Tenant Contacts or those who work in positions such as Office Manager, HR Manager or Facilities Manager.

You may also allocate assign this role to your onsite/local retailers to enable them to create and share content with the building community.

End-user

Permission Level: Site
Role assigned by: N/A

A typical end user will have no role associated with their account. These are users who interact with the front end of the platform only as either a commercial, residential or visitor user.

There may be users who have access to more than one platform, for example, they may work at one location with an Equiem platform and be registered as a commercial user, and regularly visit another location with an Equiem platform where they are registered as a visitor.

An end-user has access to features including:

  • Liking, Commenting & RSVPing to content & events

  • Newsletters and communications

  • Answering polls

  • Ordering store products and finding deals*

  • Booking meeting rooms*

  • Inviting visitors*

  • Raising Requests*

*Additional modules required

Request Management Specific Roles

Request Manager

Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators

The Request Manager role is specific to platforms with the Request Management module. It allows for a user to complete various actions relating to requests in their assigned building(s), including:

  • Creating and viewing requests, including creating proxy requests

  • Assigning and editing requests

  • Managing requests including closing and adding comments

Info

This role is typically assigned to Property Managers responsible for overseeing an entire location, such as an office tower, or to Building Managers who focus on a specific location, such as a building or buildings within a larger business park or campus.

Request Assignee

Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators

The Request Assignee role is specific to platforms with the Request Management module. It allows for a user to complete various actions relating to requests in their assigned building(s), including:

  • Viewing their assigned requests

  • Closing requests

  • Adding private and public comments to requests

Info

This role is typically assigned to contractors who work for the building/location such as cleaners, plumbers and electricians.

Request Reporter

Permission Level: Site
Role assigned by: Property Managers, Equiem Administrators

Request Assignee

Bookings Specific

Booking Manager

Booking Observer

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The Request Reporter role is specific to platforms with the Request Management module.

The role allows these users to complete the following actions through the front end of the platform:

  • Create requests

  • View their own requests

Info

This role is typically assigned to end users who make up part of a facilities or management team within a tenancy, that don’t already have the Workplace Manager role assigned.

It is only required if the Request Management module has been configured for “only select users” to open requests at a company level.

Bookings Specific Roles

Bookings Manager

Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators

The Bookings Manager role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:

  • Creating and managing resources

  • Managing block out dates

  • Viewing usage and reconciliation reports

  • Creating and managing bookings

Info

This role is typically assigned to Building Managers who manage bookable resources such as meeting rooms and amenities for a specific location, such as a building or buildings within a larger business park or campus.

It may also be assigned to reception or security teams who are responsible for managing bookable spaces at a building(s).


Booking Observer

Permission Level: Building
Role assigned by: Property Managers, Equiem Administrators

The Bookings Observer role is specific to platforms with the Bookings module. It allows for a user to complete various actions relating to company owned resources in their assigned building(s), including:

  • Creating new bookings

  • Viewing upcoming bookings

  • Viewing usage and reconciliation reports

  • Accessing room panel screens

Info

This role is typically assigned to members of a building team such as receptionists, security teams or cleaners who need to have visibility of how the resource is being used but are not required to edit or manage the resources/bookings.