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Roles & Managing Multiple Properties

Roles today

Every user in HiPG has one role: Owner, Manager, Staff, or Tenant. Owners and Managers currently see the same dashboard with the same access, there is no way yet to restrict a Manager's view to specific modules or properties. If you bring on staff and want to limit what they can see or do, let us know; fine-grained, per-role permissions are on our roadmap but not available yet.

The property switcher

If you have two or more properties, an Active Property dropdown appears at the top of the sidebar and controls what most pages show you. With a single property there is no switcher, that property is used automatically.

  • Set to a specific property, most "add new" forms (expenses, assets, visitors, meter readings, food menu, and more) become available.
  • Set to All Properties, list and report pages show combined data across every property in your organization, but creation forms that require a single property are hidden until you pick one.

Your selection is remembered between visits, so you generally only need to change it when you want to look at, or add data to, a different property.

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