| Permission Title | Permission Description | Additional Permission Detail | |||
| General | |||||
| Can Manage Permissions | User can manage permission groups | Can edit permission groups within the Admin menu | |||
| Can Create Private Comments | N/A | Can leave a comment on a work order, preventive maintenance, or inspection task and check off “Hide from Tenant.” | |||
| Can View Permissions | User will have access to view the permissions page | Read only for permissions grid within the Admin menu | |||
| Can View Private Comments | N/A | Can see comments left by other users that were checked off to indicate “Hide from Tenant.” | |||
| Can Manage Custom Fields | N/A | Apply fields to Property, Company and User pages | |||
| Can View Private Custom Fields | N/A | ||||
| Can Put Work On Hold | User can put work in hold | Can see and click on the On Hold. This applies to all tasks | |||
|
Can Assign Work
|
N/A
|
Can choose a different assignee for all tasks. Allows you to assign | |||
| tasks to someone other than yourself | |||||
| Can Be Assigned Work | User can be assigned, complete and reopen their own work orders. They can also add labor and materials. | The user will be available within the Assign To dropdown within all tasks | |||
| Change Work Status | User can change work status | Ability to change to the Status for all tasks (New, Open, Completed, etc) | |||
| Can Cancel Work | User can cancel work | Cancel option will appear within the Status dropdown for all tasks. | |||
| Can Close Work | User can close work | Close option will appear within the Status dropdown for all tasks. | |||
| Can Manage Key Contact Groups | Allows a user to manage key contact groups | Key Contact Groups(role) can be added to the account and then contacts can be indicated within each role for a property or properties. | |||
| Can Manage Notification Configuration | Allows a user to manage notification configurations | This allows the user to see the Notifications tab under Admin and modify the notifications on a portfolio level which will affect all properties | |||
| Can Manage Building Override Notification Configuration | Allows a user to manage building override notification configurations | This allows the user to see the notification tab under properties and modify the property level profile which will not affect the account-level profile. | |||
| Can Manage Time Off | Allows a user to manage time off | This allows the user to manage another user’s time off | |||
| Can Import Data | Allow the user to view the data import functionality. | Ability to import data through the action’s menu within a grid | |||
| Can Edit User Email | Allows a user to edit another user’s email address | Editing a user’s email address will have log-in implications (i.e., user will log into Prism with newly edited address). | |||
| Can Interact with Private Custom Fields | Allows a user to complete Custom Fields that are private | Interact and View. | |||
| Can View Private Custom Fields V2 | Allows a user to view Private Custom Fields | User cannot edit/interact with Custom Field. View Only. | |||
| Can Manage Integration Configuration | N/A |
Can manage native integration configurations in Prism. |
|||
| Can Contact Tenants | Vendors can communicate with tenants through external comments by being able to see the Tenant's contact information. |
Allows Vendors to leave external comments to communicate with tenants. |
|||
| Can Edit Other User’s Comments | N/A | Can edit comments made on a task by another user. | |||
| Accounting | |||||
| Can Manage Accounting | User can manage all accounting features, rates, and charge codes. | Allows user to manage the Accounting module | |||
| Can Issue Credits | N/A | Allows user to issue credits to labor rates and materials. | |||
| Can Manage Batch Templates | N/A | Allows user to create/edit batch templates | |||
| Can Manage Charge Codes | User can add and edit charge codes | Allows user to add/edit/interact with charge codes | |||
| Can Manage Labor Rates | User can add and edit labor rates for all properties they are associated to | Allows user to edit the labor rates list within the accounting module. This list determines what appears in a tasks labor rates dropdown. | |||
| Can Edit Labor and Material Charges | User can change amounts applied to all labor and material costs for their team. | Allows user to edit labor and materials within a work order | |||
| Can Change Labor Rate | User can change the labor rate of labor costs they are adding to a work order. | Allows user to view and edit labor rates within a work order | |||
| Can See Markup Costs | User can see labor & material markup costs on a work order. | Allows user to view and edit markup cost within a work order | |||
| Can See Costs | User can view total costs on a work order | Allows user to view costs within a work order | |||
| Can See Budget | User can view budget on a work order, based on the predefined total budget available for that issue type. | Allows user to view the budget of a work order | |||
| Can Access Accounting | Allows a user to access accounting. | Allows user to view the accounting module | |||
| Can Manage Accounting Batches | Allows a user to manage accounting batches. | Allow user to create/edit accounting batches within the accounting module. | |||
| Can Manage Materials | N/A | Allows user to edit materials list within the accounting module | |||
| Can Add Vendor Invoice | N/A | Allows user to create/add Vendor Invoices | |||
| Can View All Vendor Invoices | N/A | Allows user to view Vendor Invoices | |||
| Can Manage Invoice Charges | N/A | Allows user to edit/interact with Invoice Charges | |||
| Equipment | |||||
| Can Access Equipment | N/A | This gives users the Equipment Module | |||
| Can Create/Edit Equipment | N/A | This allows users to Create and edit Equipment | |||
| Can Create/Edit Asset Types | N/A | Allows user to Create and Edit Asset Types | |||
| Can Manage Advanced HVAC | Can interact with and manage Advanced HVAC | If Advanced HVAC is turned on in account. | |||
| Buildings | |||||
| Can Create Buildings | N/A | This allows users to create new properties | |||
| Can Edit Buildings | N/A | This allows users to edit property information | |||
| Can Create Building Groups | N/A | This allows users to create property groups | |||
| Can Manage Building Groups | N/A | This allows users to add/remove properties from a Property Group | |||
| Can View Building Groups | N/A | This allows users to view Property Groups that have been created. | |||
| Can Manage Suites | Allows user to manage suites | This allows users to create and edit suites | |||
| Can Manage Floors | Allows a user to manage floors | This allows users to create and edit floors | |||
| Communications | |||||
| Can Access Communications | N/A | Grants user access to communications module | |||
| Can Create General Building Notices | Allows a user to post communications as notices to a tenant-facing dashboard. | Allows user to create and send communications | |||
| Can Create COVID-19 Related Building Notices | Allows a user to post communications as COVID-19 related notices to tenant -facing dashboard | Allows user to create and send COVID-specific messages | |||
| Can View All Communications | N/A | Allows a user to view all communications | |||
| Can Create Communications | N/A | Allows a user to create new Communications | |||
| Companies | |||||
| Can Manage Company | User can manage their own company and users | Can manage their own company information | |||
| Can View All Companies | User can view all vendor and companies along with their users in buildings they have access to. | Can view all companies and users within a building | |||
| Can Manage Tenant Companies | User can add and edit tenant companies | Can add/edit/remove tenant companies | |||
| Can Manage Tenant Users | User can add and edit tenant users | Can add/edit/remove tenant users | |||
| Can Manage Vendor Companies | User can add and edit vendor companies | Can add/edit/remove vendor companies | |||
| Can Manage Vendor Users | User can add and edit vendor users | Can add/edit/remove vendor users | |||
| Can Manage User Teams | User can access teams tab and create/edit teams with members for their properties. | Can view and manage the teams tab under my users. This includes add/edit/remove teams. | |||
| Contracts | |||||
| Can Manage Contracts | N/A | Can view, manage and contracts within the Contracts Module | |||
| Can Manage Contract Templates | N/A | Can view, manage and create contract templates | |||
| Can Access Contracts | N/A | Can view Contracts with limited interaction. | |||
| Docusign API | |||||
| Can Manage Docusign API | N/A | Allows users to edit settings related to the Contract's module Docusign setup | |||
| Files | |||||
| Can View Purchase Order Category | N/A | Allows user to view files that are in the “Purchase Order” category | |||
| Can Manage Purchase Order Category | N/A | Allows user to manage/import/edit files that are in the “Purchase Order” category | |||
| Can View Invoice Category | N/A | --- | |||
| Can Manage Invoice Category | N/A | --- | |||
| Can View Manual Category | N/A | --- | |||
| Can Manage Manual Category | N/A | --- | |||
| Can View Warranty Category | N/A | --- | |||
| Can Manage Warranty Category | N/A | --- | |||
| Can View Contract Category | N/A | --- | |||
| Can Manage Contract Category | N/A | --- | |||
| Can View Certificate Category | N/A | --- | |||
| Can Manage Certificate Category | N/A | --- | |||
| Can View Fire/Life/Safety Category | N/A | --- | |||
| Can Manage Fire/Life/Safety Category | N/A | --- | |||
| Can View Lease Category | N/A | --- | |||
| Can Manage Lease Category | N/A | --- | |||
| Can View Tenant Handbook Category | N/A | --- | |||
| Can Manage Tenant Handbook Category | N/A | --- | |||
| Can Import Files | N/A | User can import files into Prism. | |||
| Can View Private Files | N/A | User can view private files. | |||
| Can Create Private Files | N/A | User can configure files to be private. | |||
| Can View All Unassociated Files | N/A | User can view files that are not associated to an object in Prism. | |||
| Incidents | |||||
| Can Access Incidents | N/A | Allows user to access the Incidents Module | |||
| Can Create Incidents | N/A | Allows user to create an Incident | |||
| Can View All Incidents | N/A | Allows a user to view all Incidents | |||
| Can View All Company Incidents | N/A | Allows user to view all incidents for their company | |||
| Can Edit All Incidents | N/A | Allows user to edit all reported incidents | |||
| Can Edit Original Incident Details | N/A | Allows user to edit original incident details even if they are not the reporter. | |||
| Can Edit Incident Severity | N/A | Allows a user to edit the incident’s severity | |||
| Can Manage Incidents | N/A | Allows a user to manage incidents and edit/create Incident Types | |||
| Inspections | |||||
| Can Access Inspections | N/A | This allows a user to see the inspection module | |||
| Can Manage Inspection Templates | User can manage inspection templates | This allows the user to manage inspection templates | |||
| Can View All Inspections | Users can view all inspections in any of their properties | This allows the user to view all inspection tasks at the property, not just inspections they are assigned to. | |||
| Can View Company Inspections | User can view all inspections for their company | This allows the user to view all inspection tasks for their company | |||
| Insurance | |||||
| Can Access Insurance | N/A | Allows a user to access the insurance module | |||
| Can View Company Certificates | N/A | Allows a user to access/view company certificates | |||
| Can View All Certificates | N/A | Allows a user to view all certificates | |||
| Can Manage Certificates | N/A | Allows a user to manage certificates, including editing. | |||
| Can View Compliance Profiles | N/A | Allows a user to view compliance profiles | |||
| Can Manage Compliance Profiles | N/A | Allows a user to manage compliance profiles, including editing/creating. | |||
| Can Override Certificate Compliance | N/A | Allows a user to override certificate compliance | |||
| Inventory Tracking | |||||
| Can Access Inventory Tracking | N/A | Allows a user to access the inventory tracking module | |||
| Can Manage Inventory Tracking | N/A | Allows a user to manage Inventory Tracking, including editing | |||
| Can View Inventory Tracking | N/A | Allows a user to view inventory tracking information, no edit capacity | |||
| Can Configure Inventory Tracking Notifications | N/A | Allows a user to determine inventory tracking notification setup | |||
| Preventive | |||||
| Can Access Preventive | N/A | This gives users access to the Preventive module | |||
| Can Manage Preventive Procedures | User can manage preventive procedures | This allows users to add/edit Preventive Procedures | |||
| Can Manage Preventive Schedules | User can manage preventive schedules | This allows users to add/edit Preventive Schedules | |||
| Can View All Preventive Tasks | User can view all the preventive tasks in any of their properties | This allows users to view all Preventive tasks in their properties | |||
| Can View Company Preventive Tasks | User can view all the preventive tasks for their company | This allows users to view all Preventive tasks for their company | |||
| Can Edit Preventive Task Due Date | User can update the due date of a preventive task | This allows users to edit the due date of a Preventive task | |||
| Purchase Orders | |||||
| Can Access Purchase Orders | User can access the Purchase Orders module | Allows a user to access the Purchase Order module | |||
| Can Manage Purchase Orders | N/A | Allows a user to view/add/edit purchase orders. | |||
| Readings | |||||
| Can Manage Readings | N/A | Allows user to create, edit, and remove readings | |||
| Can View Readings | N/A | Allows a user to view readings, but not edit them. | |||
| Can Access Readings | N/A | Allows a user to access the readings module. | |||
| Can Delete Readings | N/A | Allows a user to delete readings. | |||
| Reports | |||||
| Can Access Reports | N/A | User can access the reporting module and pull reports based on their available data. | |||
| Resource Reservations | |||||
| Can Access Reservations | N/A | Allows a user to access the resource reservations module | |||
| Can View All Reservations | N/A | Allows a user to view all reservations | |||
| Can View Company Reservations | N/A | Allows a user to view all reservations for their company | |||
| Can Create Reservations | N/A | Allows a user to create/submit a reservation | |||
| Can Submit Reservations With Charges | N/A | Allows a user to submit a reservation with charges associated | |||
| Can Manage Reservations | N/A | Allows a user to manage reservations (edit/cancel) | |||
|
Can Approve Reservations
|
N/A
|
Allows a user to approve submitted reservations
|
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| Can Access Premier Resources | N/A | Allows a user to be able to see and make reservation requests for resources flagged as “premier” access | |||
| Can Override Reservation Settings | N/A | Allows a user to create a reservation outside of the resource’s settings | |||
| Bid Management | |||||
| Can Access Bid Management | N/A | Allows user to view the Bid Management module | |||
| Can Manage Service Areas | N/A | Allows a user to access/edit Vendor Service Area | |||
| Can Manage Bid Template | N/A | Allows a user to access/edit Bid Template | |||
| Can Manage Proposal | N/A | Allows a user to access/manage the Proposal | |||
| Can Mange Bid Request | N/A | Allows a user to access/manage the Bid Request | |||
| Can Manage Vendor Blocklist | N/A | Allows a user to access/edit the Vendor Blocklist | |||
| Can Access Partner Network | N/A | Allows a user access to the Partner Network | |||
| Can Update Bid Request Deadline | N/A | Allows a user to edit the Bid Request Deadline | |||
| Can Create Contract from Winning Bid | N/A | Allows a user to create a contract from the Winning Bid | |||
| Space Management | |||||
| Can Access Space Management | Allows users to access space management | Allows user to access the Space Management module. This includes the stacking plan access, add/edit/remove suites, and floors. | |||
| Can View Floor Plans | Allows a user to access floor plans | Allows user to only see the primary floor plan drawing | |||
| Can Edit Floors Plans | Allows a user to edit floor plans | Allows user to edit the primary floor plan drawing | |||
| Can Edit Floor Plan Markup | Allows a user to edit floor plan markups | Allows user to edit the floor plan markup. This includes illustrating. | |||
| Can View Floor Plan Markup | Allows a user to access floor plan markups | Allows user to only view the floor plan markup | |||
| Can Add Pins to Floor Plans | Allows a user to access pinning | Allows user to add locations to work orders and equipment floor plans | |||
| Can View Floor Plan Scenarios | Allows a user to access floor plan scenarios | Allows user to view floor plan drawings that are not the primary drawing. | |||
| Can Manage Floor Plan Scenarios | Allows a user to edit floor plan scenarios | Allows user to add/edit/make historical/promote floor plan drawings that are not the primary drawing | |||
| Tenant Compliance | |||||
| Can Access Module Tenant Compliance | N/A | Allows user to access Tenant Compliance module | |||
| Can Manage Tenant Compliance Tasks | N/A | Allows user to manage/edit Tenant Compliance tasks | |||
| Can View Tenant Compliance Schedules | N/A | Allows user to view Tenant Compliance Schedules | |||
| Can Manage Tenant Compliance Schedules | N/A | Allows user to manage/edit Tenant Compliance schedules | |||
| Tenant Satisfaction | |||||
| Can Reopen Completed/Closed Work Orders | Can reopen completed or closed work orders | Allows user to reopen a closed/completed work order. This feature was designed to allow tenants to reopen a closed/completed work order if their rating is low | |||
| Can Rate Work Orders | Can rate work orders | Allows user to rate their submitted work orders once the work is completed by the assignee | |||
| Time Tracking | |||||
| Can Access Time Tracking | Allows a user to access time tracking. | Allows user to start a stopwatch and have that time feed into created labor records | |||
| Can Edit Tracked Time | N/A | Allows user to edit the time that was tracked/submitted | |||
| TX App | |||||
| Allow a tenant experience app to authenticate as a tenant user. | N/A | This permission is relevant only if there is an integration with TX app | |||
| Visitors | |||||
| Can Access Visitors | Allows user to access visitors | Allows user to access the visitor module | |||
| Can View All Visitors | Allows a user to access all visitors. | Allows user to view all visitors within a building | |||
| Can View Company Visitors | Allows a user to access company visitors | Allows user to view all visitors that are tied to their company | |||
| Can Create Visitor | Allows a user to create a visitor. | Allows user to add a visitor | |||
| Can Check-In Visitor | Allow a user to check in a visitor | Allows user to check in a visitor | |||
| Can Cancel Visitor | Allows a user to cancel a visitor | Allows user to cancel a visitor request | |||
| Work Orders | |||||
| Can Access Work Orders | N/A | Users can access work orders | |||
| Can View All Work Orders | User can view all work orders in any of their properties | Users can view all work orders associated with properties the user has access to | |||
| Can View Company Work Orders | User can view all work orders in their company | User can view all work orders in the company they are part of | |||
| Can Manage Issue Types | User can create new issue types and manage global issue type settings | User can add issue types | |||
| Can Configure Issue Type Settings | User can access issue type tab and edit issue type settings for all of their properties | User can edit the issue type configurations. This includes priority, assignee, codes, and visibility. | |||
| Can Manage SLAs | Allows a user to manage SLAs | Users can manage and update SLA (Service Level Agreement) settings. | |||
| Can See Priority | Allows a user to see priority | Users can see the priority of a work order | |||
| Can See Target Completion | Allows a user to see the work order's target completion | Users can see a work order’s target completion date/time. | |||
| Can Create Work Orders | N/A | Users can create work orders | |||
| Can Edit Work Order Details | N/A | Users can edit work order information | |||
| Can View Work Order Ratings | N/A | Users can view tenant ratings on work orders | |||
| Can Edit Work Order Equipment | N/A | Users can add equipment to a work order and edit equipment associated to a work order. | |||
| Can View Work Order Equipment | N/A | User can view the equipment that was selected by someone with the permission to edit work order equipment. They cannot edit the equipment within the work order. | |||
| Can Change Work Order Priority | Allows a user to change a work order priority | Allows user to change the priority level within a work order | |||
| Can Reject Work Orders | User Can Reject Work Orders | Reject option will be available to the user within a work order |