Getting Started with Users & Roles
The Hometime Platform has different types of roles, so you can control what each user has access to. You can create your own roles and customise the permissions for every user in your workspace.
User Types
Admins:
Are able to view and edit all properties and can access all features in your workspace
Admins are generally your closest and most senior colleagues who you trust
Admins can manage the permissions of users and contractors
Users:
Have the ability to access reservations and property information only to specific properties assigned to their profile
Have access to certain features in the app depending on the roles & permissions granted to them
Users can include your staff, cleaners, casual assistants or anyone who you work with on a regular basis
Contractors and Suppliers:
Contractors invited into the workspace can view previous and upcoming tasks, and they will only be provided with the details of the tasks that are assigned to them.
They are notified of tasks via email and are then directed to your workspace in order to accept and complete their tasks.
Note that the platform is fully mobile optimized so it will work perfectly on mobile
The system allows you to input banking and payment information for your contractors to keep records in order
You can easily run a report of all of the jobs that have been assigned and completed by each contractor over a select period of time. This is done in the Task section of the platform.
Homeowners:
The platform allows you to enter homeowner details for each property as well as the commercial terms (management fees) applicable to that property. If you are on the Starter plan, you can invite homeowners to a homeowner portal where they can manage their calendar and view financial statements.
How to create custom roles and how to apply them
We have provided a flexible user structure so that you can easily create a custom role that can then be applied to one or many of your workspaces users.
It's important to note that a Workspace User needs to be added to a property and given a specific role before they will see any information in the platform.
Creating a custom role:
Navigate to the "Users" page on the left-hand menu
We have created some example roles that you can use to apply to specific users. Any workspace Admin or Owner can create a new role by clicking "+ New role" in the top right-hand corner
Then select the functions you want to provide access to and what level of access the role will have i.e Manage or View and then save your changes
Once you have the role set up, you then need to add the user and assign them the appropriate role to each property. Navigate to "Properties", select a property and then click on "Team Management". You are then able to "+ Assign user" and then assign an appropriate role. By assigning roles per property and per user, it allows you to fully customize what level of access each user has for each property.
This comes in handy if you have a larger portfolio that is split across different locations. You can assign properties to users in a particular location so they only see the properties they are responsible for and not your whole portfolio.Example of where to add a User to a property:
You see a summary of the permission they will have based on the selected role:
