The SmartRent platform has several permission workflows designed to add security and flexibility. These permissions give you the ability to grant your site team the access to view and customize settings for prospect and tours. Organization admins have access to all of the tour and prospect features in SmartRent by default. However, those permissions can be extended to other site teams by organization admins.
Types of Tour and Prospect Permissions:
Roles are set at the organization level and can only be accessed and set by organization admins. SmartRent allows organization admins to give tour-related permissions to other roles. The permissions are as follows:
Viewing prospect and tour information
Creating, updating, and deleting prospect and tour data
Managing tour settings (Scheduling, Amenities, Enable/Disable Units for Touring)
Managing custom messages
Skipping ID Verification (allows for the bypass of ID verification for prospects)
Managing Unit Availability
Granting Tour and Prospect Permissions:
To provide parking-related permissions to site teams in SmartRent, follow these steps:
Click Settings in the top bar menu
Click Roles
Click the existing role type you’d like to adjust or create a new role type (note: permissions for new roles will be organization-wide)
At the bottom of the resource list, you should see Prospect and Tour
Check the boxes for the permission(s) you’d like to change in those sections
Click Update Role to save