A property list allows you to control the properties that internal users have access to. When you create a property list, you select properties to include in the list. You can then assign a property list to an internal user to limit the properties the user can see. For more information, see Assigning a property list to an internal user.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTES:
If your organization invoices by company and an internal user does not have access to the company's primary property, they cannot view the invoices from that property. The internal user will only see invoiced charges from properties they have access to. If customers in this scenario have questions about their invoice, they must contact their primary property. For more information, see Setting whether invoices send by property or company.
Property lists do not limit information on the Companies, Members, Leads, or Contacts screens. Internal users must be able to see all customers in their organization in case those customers roam to their property from another property.
To add a property list
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select the Property List tab.
Click the Add button.
Complete the fields.
Property List Code
This field can only contain eight characters and cannot include spaces.Description
The name of the list that internal users see.
Select a property to include in the list by entering the property name or clicking the Additional Options button to select a property from the list of properties.
TIP: Click the Add button to add more properties to the property list. Click the Delete button to remove a row.
Click Save.
TIP: The next step in the Kube system setup process is to add roles. For more information, see Adding a role.