Understanding User Roles and Permissions in TenancyDesk

Everyone in your TenancyDesk account has one of five roles. The role decides which deals the person sees and what they can change.

The five roles

• Admin — runs the company account: everything, including billing, add-ons, company settings, integrations and the team.
• Manager — company-wide operations: every deal and report, assigning and archiving deals. Sees the team but does not change it.
• Team Lead — leads a team: their own deals and their team's, with the team's tasks and reports.
• Agent — works their own deals, from creation to registration.
• Property Administrator — office support across the company: sees every deal, creates a deal for an assigned agent, records payments, adds contacts and properties, and prepares registrations. Does not move a deal to its next step, verify documents or KYC, or edit an existing property.

Who sees which deals

• Admin, Manager and Property Administrator — every deal of the company.
• Team Lead — their own deals and their team's.
• Agent — their own deals.

Contacts and properties are not owned by one agent: the team shares them.

Roles by plan

• Solo — one user, the Admin.
• Starter, Professional and Enterprise — all five roles; your plan sets how many people can join.

An Admin chooses the role when inviting someone and can change it later with Change Role on the Team page.

Good practice

• Keep a second Admin, so the account never depends on one person.
• Deactivate people who leave, the day they leave.
• Ask each person to turn on two-factor authentication in Settings → Security.