Reviewing how each user permission impacts the SMRT Operations Manager user-experience.
SMRT Operations Manager is a permissions-based solution, which manages feature access through user permissions. When setting up a new user (team member) in SMRT Operations Manager, default permissions are assigned to the user based on their role on the team. For example, a property manager would have more access than an assistant property manager.
Note: Any SMRT Operations Manager User with administrative privileges (the Manage Users permission) can edit the role applied to other Users, but cannot edit the permissions directly.
This knowledge base guide defines each user permission in SMRT Operations Manager, and more specifically, how each permission impacts the user experience.
User permissions groups and permission descriptions
Tasks
Assign Tasks: Allows the user to assign new tasks to another User. If this is deselected, all tasks created by this user will be "unassigned."
Manage Task Status: Allows the user to add status tags (ex: "Waiting on Part, Duplicate") to tasks and projects.
Close Tasks of Others: Allows the user to complete tasks that are assigned to other users.
Create Tasks: Allows the user to create new tasks. If the user does not have permission to assign tasks, any tasks created by them will be set to "unassigned."
Create Comments: Allows the user to create resident-facing comments within a task.
Manage Task Files: Allows users to access and modify the 'Files' tab within a task. Within the Files tab, users can view and manage task attachments.
Manage Repeating Tasks: Allows the user to add, edit, and delete repeating tasks and projects.
Manage Templates: Allows the user to add, edit, and delete project templates.
Manage Time Tracking: Allows users to access the 'Time' tab within a task, on which users can track the amount of time spent on the task.
Modify Schedule: Allows the user to change due dates for existing tasks, including the ability to make a task urgent.
Prioritize Tasks: Allows the user to modify the priority of tasks.
Reassign Tasks: Allows the user to re-assign existing tasks to other team members. Users with this permission do NOT need the 'Assign Tasks' permission to re-assign tasks.
Reopen Tasks: Allows users to reopen a closed task.
View Tasks Assigned to Self: Allows the user to view tasks assigned to them.
View Tasks of Others: Allows the user to view tasks that are assigned to other team members.
View Tasks Reported by Self: Allows the user to view all tasks they have reported, regardless of the assignee.
Assets
Manage Asset Types: allows the user to access and make changes to the community's asset types, located within the Assets section of Settings.
Create Assets: Allows the user to create an asset.
View Assets: Allows the user to view Assets recorded in the community.
Modify Assets: Allows the user to edit assets.
Users
Manage On-Call Schedule: Allows the user to update the on-call schedule located in the People Section. Changes made in this section may impact Escalation Settings.
Manage Users: Allows users to add, delete, or edit user information.
View Users: Allows users to view the Users List (People > Users) in SMRT Operations Manager.
Residents
Manage Residents: Allows the user to add, edit, and delete residents in SMRT Operations Manager. Also allows the user to manage access to the Resident App and Portal. Users with this permission will receive emails regarding pending requests from residents requesting to join the Resident App/Portal.
View Access Codes: Allows the user to view Access Control Codes on tasks.
Call Residents: Allows users to call residents through the SMRT Operations Manager Mobile App.
View Residents: Allows users to view residents in SightPlan. With this permission, users will not be able to add, delete, or edit resident information. In addition, users will not be able to invite residents to the Resident App. *Note: 'Manage Residents' permission is needed to perform these actions.
Messages
Send Messages to Residents: Allows the user to create and send messages to residents.
View All Messages: Allows the user to access the Messages Section, to only view all messages that have been sent.
Packages
Manage Packages: Allows the user to view, receive, and release packages to residents.
Reporting
View Reporting: Allows the user to access all site reporting, found in the Reports Sections.
Sites
Manage Sites: Allows the user to create new sites and manage all site settings including Resident Service configuration.
Settings
Available for Assignment: When a user has this permission they will be available within the UI to have tasks and projects assigned to them. Users such as regional managers or administrators would not have this permission assigned.
Available in Filters: When a user has this permission they will show up within any user based filter when being used to filter list results. Users such as administrators would not have this permission assigned.
Manage Categories: Allows users to access the Categories section (Settings > Categories). Within Categories, users will have access to make changes to workplace categories, resources, and more.
Manage Escalations: Allows the user to access and make changes to the community's escalation path for urgent requests, located within the Assignments section of Settings.
Manage Places: Allows users to access the Places section within SMRT Operations Manager Web. Within Places, users will have permission to modify the places setup (buildings, units, etc.) for the community.
Manage Announcements: Allows the user to create, edit, and delete custom announcements within the Answering Service Settings.
Create Tags: Allows the user to create a new tag.
Manage Tags: Allows the user to add and remove tags.
Modify Tags: Allows the user to add and remove tags.
View Tags: Allows the user to view tags.
Should you need assistance with anything at all, please do not hesitate to reach out to the Help Team at any time.