SightPlan is a permissions-based solution, which manages feature accessibility through user permissions. When setting up a new user (team member) in SightPlan, 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 SightPlan User with administrative privileges (generally, the property manager and above) can edit the permissions given to other SightPlan Users.
This knowledge base guide defines each user permission in SightPlan, and more specifically, how each permission impacts the user-experience.
Permission & Description
Assign Tasks: Allows the user to assign new tasks to another SightPlan User. If this is deselected, all tasks created by this user will be "unassigned."
Call Residents: Allows users to call residents through the SightPlan Mobile App.
Close Tasks of Others: Allows the user to complete tasks that are assigned to other users.
Create Comments: Allows the user to create resident facing comments within a task.
Create Tags: Allows the user to create a new tag.
Create Tasks: Allows the user to create new tasks. If the user does not have permissions to assign tasks, any tasks created by them will be set to "unassigned."
Manage Announcements: Allows the user to create, edit, and delete custom announcements within the Answering Service Settings.
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 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 Packages: Allows the user to view, receive and release packages to residents.
Manage Places: Allows users to access the Places section within SightPlan Web. Within Places, users will have permission to modify the places setup (buildings, units, etc.) for the community.
Manage Repeating Tasks: Allows the user to add, edit, and delete repeating tasks and projects.
Manage Residents: Allows the user to add, edit, and delete residents in SightPlan. Also allows 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.
Manage Tags: Allows the user to add and remove tags.
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 Task Status: Allows the user to add status tags (ex: "Waiting on Part, Duplicate") to 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.
Manage Users and Sites: Allows the user to add, edit and delete other SightPlan Users, including configuration of access permission. Also allows the ability to create new sites, and manage all site settings including Resident Service configuration.
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. Reopen Tasks Allows the user to re-open a closed task.
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 in order to re-assign tasks.
Reopen Tasks: Allows users to reopen a closed task.
Send Messages to Residents: Allows the user to create and send messages to residents.
View Access Codes: Allows the user to view Access Control Codes on tasks.
View All Messages: Allows the user to access the Messages Section, to only view all messages that have been sent.
View Reporting: Allows the user to access all site reporting, found in the Reports Sections.
View Residents: Allows users to view residents in SightPlan. With this permission, users will not be able to add, delete, 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.
View Tags: Allows the user to view tags.
View Tasks Assigned to Self: Allows the user to view tasks that have been 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 that they have reported, regardless of the assignee.
View Users: Allows users to view the Users List (People > Users) in SightPlan. With this permission, users will not be able to add, delete, or edit user information. *Note: 'Manage Users and Sites' permission is needed to perform these actions.
Should you need assistance with anything at all, please do not hesitate to reach out to the SightPlan Help Team at anytime.