Role
Visible scope.
Canadian specific
Roles and audit log: who sees what, who changed what
Personal data is handled with PIPEDA and province privacy laws in mind, so access, retention and deletion requests are defined early. Manager, accountant, caretaker, owner and tenant work in the same system but should not see the same data. Roles set the limits and the audit log tracks changes.
- English and community languages
- Stripe and CAD
- Roles and audit log
Defining permissions
For each role the visible buildings, documents and actions are defined. A caretaker sees only work orders, an owner only their own unit.
Roles are defined together at set-up.
Audit log
Key actions (amounts, status, document changes) are logged with user and time. Management can open a record’s history and see the differences.
Log entries cannot be deleted, only read.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
In Canada managers often run many buildings with small teams, so roles are kept simple and clear. Role names show in DE, FR, IT or EN.
Frequently asked questions
How many user roles are there?
Starting roles exist for management, accounting, caretaker, owner and tenant; they are adapted to your needs.
Can the audit log be deleted?
No; entries are read-only.
Related topics
Data protection
Data protection: resident and owner data in the Canada, by role in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreHosting and backup
Hosting and backup: data in the Canada, regular backups in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreDocument archive
Document archive: every file linked to the right building, unit and person in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more