Create and edit roles
When managing the roles your team members are assigned to in Proprli, you have two options. Keep reading to learn more about them.
Option 1: Create a new role
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access Management.
Step 2: Select the tab "Roles."
We have a list of preset roles, but you can always edit the existing roles or create new ones, according to your company's needs.
Step 3: Click on the "Create role" button and the Role editor window should pop up.
Step 4: Add the name of the role and adjust the permissions according to what that role needs access to.
Step 5: Save your changes and the personalised role will appear on the list.
Option 2: Edit an existing role
Step 1: Click the name of the existing role.
Step 2: Adjust permissions in the Role editor window.
Step 3: Save the changes.
After creating and/or editing the roles, you will be able to assign them to your team members following this guide.
Related Articles
Create a new ticket
To create a ticket, follow the steps below. Step 1: Click on the New Ticket button on the top right-hand side of the screen. Step 2: A window will pop up where you can add the following: Name of the issue: e.g. Leaking Sink. Building: select which ...How to create a maintenance plan
In order to create a new maintenance plan, follow the steps below. Step 1: Click on "Create plan" on the top right-hand side of the screen. Step 2: Select a template, which could be an empty plan or a previously created MJOB that was saved as a ...Edit company details
In order to edit your company information within Proprli, follow the steps below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access management. Step 2: Within the “Company” tab, you will see the ...Create a new supplier
To manage your Suppliers, hover over General on the left-hand side of your screen and select Companies. Step 1: Add a new supplier by clicking on Add New Company on the right-hand side of your screen. Step 2: A form will appear on the right side of ...Create a new utility meter
Step 1: If your goal is to create a Meter Profile for an asset, click on the Utilities tab. Step 2: Select the utility you would like to add a new meter to. Step 3: Click on Add [Energy, Water, or Waste] Meter. Step 4: A new window will appear and a ...