Customise Features by Role Types

Organisation Admins are able to customise what features that users connected to the Organisation have access to. 

Organisation Admins can simply pick and choose available features that will be visible to their stakeholders from the Settings page and customise permissions for each role type. 

Contents

• Global Settings
• Customise Per Plan

Global Settings

To select the default features that apply to all buildings, go to the Settings page and select 'Features - External'.

Keep the checkboxes selected if the features should be available and clear the checkboxes if that user type should not have access to the features. 

Once done, click Update. 

These settings will now apply to all buildings by default.

Customise Per Plan

Organisation Admins are able to customise what features their users will have access to per Plan Number on the Permissions page. 

Access the Permissions page by clicking the dropdown next to the user avatar and clicking 'Permissions'.

They can filter by Plan Number, the Plan/Building Status, and Features. 

To edit permissions for an individual building, click the three dots on the right of the row and select 'Edit Permissions'.

Click any check box to allow permission or clear any check box to deny permission.

Verify that the permissions are correct then click 'Save'.

Alternatively, permissions can be updated in bulk by clicking the checkboxes to the left of each of the plan numbers and then selecting 'Bulk Update'. 

For more information, please see Functions and Features of the Building Profile.

Organisation Admins should contact us with any further questions regarding this process.