What access do collaborators have?

Different user roles within a workspace have specific access to features on Azibo, and some features are intentionally not accessible/restricted for some user roles. Please note that regardless of their user role, collaborators can only access features for the portfolios and properties they have access to.

We currently support the Assistant role and the Accountant role (access is not customizable). Read on below for access details for each role. 

In the future, we will add additional roles and give the workspace owner the ability to customize access to each specific feature based on their needs, alongside our pre-set options. 

Access by role:

	Assistant	Accountant	Manager	Maintenance
Dashboard	Recently viewed: Properties, Units, Tenants, Applications Unit Vacancies Tenants and Leases: Manage Properties and Tenants, Manage Maintenance and Messages, Create Custom Leases Accounting and Financial Tools: Reports	Recently Viewed: Properties, Units, Tenants Accounting and Financial Tools: Reports, Bookkeeping, Bank Accounts	Recently viewed: Properties, Units, Tenants, Applications Unit Vacancies Tenants and Leases: Manage Properties and Tenants, Manage Maintenance and Messages, Create Custom Leases Accounting and Financial Tools: Reports, Bookkeeping, Bank Accounts Linked payment accounts	No Access
Properties	- View properties  -Edit property information (Nickname, address, property type) within portfolios the Assistant has access to - Move properties between portfolios (all relevant portfolios must be shared with the Assistant) The Assistant cannot add, remove, or edit portfolios. The Assistant cannot add or delete any properties. - Invite new renters to pay rent and set up new payment terms - Edit current payment terms, including extending payment terms -Remove a renter/end payment terms	- View properties, property details, and payment terms within portfolios the Accountant has access to -Cannot edit receiving accounts. The Accountant cannot add, remove, or edit portfolios. The Accountant cannot add or delete any properties. Accountant cannot add renters to units	- View properties  -Edit property information (Nickname, address, property type) within portfolios the Manager has access to - Move properties between portfolios (all relevant portfolios must be shared with the Manager) -Add, remove or edit portfolios. Add or delete properties. - Invite new renters to pay rent and set up new payment terms - Edit current payment terms, including extending payment terms -Remove a renter/end payment terms	No Access
Renter Screening	The Assistant cannot access rental applications and screening features UNLESS the workspace owner first accepts the terms and conditions and provides a physical address within their Azibo account. Once enabled, Assistants can: - Create applications and screening requests - Invite prospective renters to apply - Accept/decline renters once a candidate is selected. Can send AAN - Download applications	No Access	The Manager cannot access rental applications and screening features UNLESS the workspace owner first accepts the terms and conditions and provides a physical address within their Azibo account. Once enabled, Managers can:  - Create applications and screening requests - Invite prospective renters to apply - Accept/decline renters once a candidate is selected. Can send AAN. - Download applications Manager can also adjust application settings: -Override custom application instructions.  -Set custom payment split for screening reports.  -Can add payment method for screening report (under their account settings)	No Access
Leases and Forms	- Can use renter information to fill out leases associated to units - Send leases for renter eSignatures, and select who on the workspace side will be the signer -Can edit, download, archive leases, cancel signature requests Note: Collaborators are required to have their own association membership, in order to access and use association documents.	No Access	- Can use renter information to fill out leases associated to units - Send leases for renter eSignatures, and select who on the workspace side will be the signer -Can edit, download, archive leases, cancel signature requests Note: Collaborators are required to have their own association membership, in order to access and use association documents.	No Access
Rent	- Cancel invoices - Update the rent amount on a rent invoice - Waive late fees - Record, edit, and delete manual rent payments - View, edit, and create new invoice requests for one-time payments Generate future invoices - View receiving bank accounts for rent payments and one-time invoices - Set the receiving bank account when they are creating a one-time invoice - Export Rent Payments from the Rent page	- View, edit, and create one-time invoices - Record and edit manual rent/security deposit payments -Download invoices - Export Rent Payments from the Rent page Cannot edit rent invoices (rent amount, late fees and partial payments), cannot cancel invoice, cannot edit payment terms, cannot deposit checks.	- Cancel invoices - Update the rent amount on a rent invoice - Waive late fees - Record, edit, and delete manual rent payments - View, edit, and create new invoice requests for one-time payments Generate future invoices - View receiving bank accounts for rent payments and one-time invoices - Set the receiving bank account when they are creating a one-time invoice - Export Rent Payments from the Rent page -Mobile check deposit (releasing soon!)	No Access
Bookkeeping	No Access The Assistant cannot access bank account information, balances, or transaction history; cannot add or remove receiving bank accounts; cannot change rent-receiving accounts.	- Create and read bookkeeping data and reports - Create, categorize, update, and delete manual transactions and journal entries - Split transactions - Create, update, and delete rules for rules-based transaction tagging	- Create and read bookkeeping data and reports - Create, categorize, update, and delete manual transactions and journal entries - Split transactions - Create, update, and delete rules for rules-based transaction tagging	No Access
Reports	Has access to the Rent Roll report (limited to include data for properties they have access to).	Access to all reports (limited to include data for properties they have access to).	Access to all reports (limited to include data for properties they have access to).	No Access
Bank Accounts	No Access The Assistant cannot add, remove, or edit the workspace owner’s payment methods.  The Assistant can purchase products and services (e.g., leases, e-signatures) on behalf of the workspace owner using one of the payment methods on file in the workspace	- Can view bank accounts, and associated transactions if linked The Accountant can not open new, or remove, bank accounts.	- Can view bank accounts, and associated transactions if linked -Can assign bank accounts to properties they have access to. Cannot add bank accounts. -Can only see Azibo bank account if the workspace owner grants access. -Request and cancel Azibo bank debit cards. Can request to change the debit card pin. (requires access to Azibo bank account).	No Access
Bill Payments	No Access	Can export bill payments report	Can Export bill payments report Can transfer between accounts they have access to. Does not have access to wire transfer. Does not have access to billpay.	No Access
Maintenance and Messages	- Initiate messages and communicate with renters (even if the workspace owner has not enabled renters to initiate communications) - Create, update, and schedule maintenance requests on behalf of the workspace owner The Assistant cannot enable/disable settings for renters’ ability to initiate requests or messages. The workspace owner must enable Maintenance and Messaging to allow this functionality.	No Access	- Initiate messages and communicate with renters (even if the workspace owner has not enabled renters to initiate communications) - Create, update, and schedule maintenance requests on behalf of the workspace owner. Can turn on/off the ability for tenants to send and open requests.	- Initiate messages and communicate with renters (even if the workspace owner has not enabled renters to initiate communications) - Create, update, and schedule maintenance requests on behalf of the workspace owner. The Maintenance collaborator cannot enable/disable settings for renters’ ability to initiate requests or messages. The workspace owner must enable Maintenance and Messaging to allow this functionality.
Files	- View, upload, download, and archive files and documents for properties and units that the Assistant has access to, or files that are unassigned. The Assistant cannot delete any uploaded documents or see files and documents attributed to properties that the Assistant does not have access to.	- View, upload, download, and archive files and documents for properties and units that the Accountant has access to, or files that are unassigned. The Accountant cannot delete any uploaded documents or see files and documents attributed to properties that the Accountant does not have access to.	- View, upload, download, archive, and delete files and documents for properties and units that the Accountant has access to, or files that are unassigned. The Manager cannot see files and documents attributed to properties that the Manager does not have access to.	No Access
Contacts	- View, edit, and add contacts  The Assistant cannot delete contacts.	- View all contacts The Accountant cannot add new, edit, or delete any contacts.	-View, edit, add, and delete contacts.	No Access

*Azibo is a financial technology company, not a bank. Azibo banking services provided by Piermont Bank, Member FDIC.