How do I control User Access to specific features?

Controlling Access to Specific Features

In the User Management area you can control which specific tools and features your users can access. Click the "Actions" button and select "Edit Feature Access" to pick the features you want that user to reach.

Editing Feature Access

You can toggle a user's access to nearly every tool and feature in the platform, so you can protect confidential information and tailor the software to what each person actually needs.

Examples of Feature Access

Feature access is helpful for teams with defined roles who only need certain parts of the platform. For example:

1. Acquisitions - Limit an Acquisitions Manager to the Deal Analysis tools so they are not distracted by Project Management and Accounting features they don't need.
2. Project Management - Limit a dedicated project manager to the Project Management features.
3. Accounting - Grant a dedicated bookkeeper access to just the accounting features.

You can also use feature access to grant access to individuals outside of your organization.

Contractor Access

Give your General Contractor access to the Repair Estimator so they can build an estimate with their own pricing directly in the app. Or give them access to the Project Scheduler so they can manage schedule start and completion dates during the project.

Virtual Assistant

Or give a virtual assistant access to the data entry, task or expense features they need.

Once you have set a user's feature access, the Role & Access column on the User Management page shows how many features that user can reach.

Note: User Management and access control are only available on Teams and Business plans.