...
In the below article, you’ll learn what each role refers to on a standard Equiem platform and an overview of the various actions they can take. At the bottom of the article, we’ve also included information about non-role-based permissions required to access certain areas of the Equiem platform.
| Info |
|---|
Please refer to individual module sections for more in-depth permissions. Please refer to separate guides for Vicinitee and Flex roles. |
...
Property Manager
Permission Level: Site/Instance
Role assigned by: Property Managers, Equiem Administrators
The Property Manager role grants access to all site settings, including:
...
Workplace Manager
Permission Level: Site/Instance
Role assigned by: Workplace Managers, Property Managers, Equiem Administrators
...
End-user
Permission Level: Site/Instance
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.
...
Request Reporter
Permission Level: Site/Instance
Role assigned by: Property Managers, Equiem Administrators
...
| Info |
|---|
This role is typically assigned to both building receptionists and tenant specific receptionists or security teams to complete receptionist duties for their location. A Property Manager or Building Manager may also be assigned this role to have an overview of the reception. |
General Permissions (non-role based)
Content Management System
Permission Level: Site/Instance
Permission granted by: Equiem Administrators
Content Management System permissions are granted to allow users to complete various actions in the CSM for their associated site(s), including:
Create content and set status to Draft & Needs Review
View and edit Campaigns
Set posts to Published
Unpublish or expire posts
Add posts to the Featured section
Create & manage custom homepage feeds
Create and send Email, Push and SMS Notifications
Permanently delete a post
Create post templates
| Info |
|---|
CMS permissions are typically granted to Receptionists, Property Managers, Building Managers and Community Managers who will be responsible for updating and managing the platform content. Permissions for the CMS are modular, allowing users to access one or more of the specific actions listed above, based on their needs. |
Reporting
Permission Level: Site/Instance
Permission granted by: Equiem Administrators
Reporting dashboard permissions can be granted to allow users to access data for their site, including:
Active Usage
Module Usage
Tenant Activity
Feedback/NPS
Marketplace/Bookings Revenue
| Info |
|---|
Reporting dashboard permission is typically granted to Property Managers, Building Managers and Community Managers who are responsible for monitoring usage trends, platform data, and generating reports. Any user granted access to the reporting dashboard will be able to see all data relating to their site. |
Store Manager
Admin
Permission Level: Site/Instance
Permission granted by: Equiem Administrators, Store Manager Admins
Admin permissions for the Store Manager are granted to allow users to complete various actions for their Marketplace as a whole, including:
Manage Site Settings
Manage Orders
Process Order Adjustments
Manage Users
Manage Deals Vendors
Manage Discounts
| Info |
|---|
Store Manager admin permissions are typically granted to Receptionists, Property Managers, Building Managers and Community Managers who are responsible for managing the Marketplace on their platform, including inviting new vendors to register. Permissions for the Store Manager are modular allowing users to access one or more of the specific actions listed above, based on their needs. |
Vendor
Permission Level: Vendor Store
Permission granted by: Equiem Administrators, Store Manager Admins
Vendor permissions for the Store Manager are granted to allow vendors and their team to complete various actions for their vendor listing only.
Manage Orders
Process Order Adjustments
Manage Users
Access Reports
Edit Store Settings
Manage Catalogue
Manage Discounts
| Info |
|---|
Store Manager vendor permissions are typically granted to vendors and their team who are responsible for managing their store profile and any orders made through the Equiem platform. Permissions for the Store Manager are modular allowing users to access one or more of the specific actions listed above, based on their needs. |