Roles and permissions
Six roles, six different fields of view
Roles
Who sees what
System administrator
Sees every partner, project and user. Partner definitions, role assignment and system-wide settings live in this role.
- Full data scope
- Partner and user definitions
- System settings
Partner manager
Sees and manages only the projects in their own portfolio. Another partner's project, meter or contact never appears on any screen.
- Own projects
- Own users
- Own quotes
Project manager
Runs reading, billing and subscriber work for the projects they have been given, switching between them with the project selector.
- Reading and billing
- Subscriber records
- Field task assignment
Block manager
Sees the units and statements of the block they are responsible for; blocks outside that scope stay closed.
- Block scope
- Unit statements
- Reading status
Field technician
Sees only the tasks assigned to them and the meters within those tasks, on their own phone.
- Assigned tasks
- Index entry
- Fault reporting
Resident
Does not sign in to the panel. Reaches their own unit's cost allocation statement through a unit-specific link.
- Unit-specific link
- Own statement
- No panel access
At a glance
How scope is determined
- Number of roles
- Six: system, partner, project, block, field, resident
- Scope source
- Partner → project → block hierarchy
- People vs users
- People are owners and tenants; users are those who sign in
- Sensitive data
- Phone, email and statement links are open only to authorised roles
Frequently asked questions
What people ask about permissions
Can everyone on our team see every project?
No. Users are defined by their role and each one sees only the projects they have been given. Resident records (people) and panel users are two separate concepts.
Can our partner manage their customer's data independently of us?
Yes. The partner hierarchy is the data model itself; each partner manages their own portfolio in their own account and sees only their own projects.
Does the posting list contain personal data?
No. The posting list contains no email address, phone number or unit-specific statement link — it is designed to be posted publicly. The delivery tracking list does carry personal data and is for management only.