{"id":257,"date":"2025-11-13T23:18:26","date_gmt":"2025-11-13T23:18:26","guid":{"rendered":"https:\/\/kb.ourproperty.ng\/property-manager\/?post_type=docs&p=257"},"modified":"2025-11-13T23:18:26","modified_gmt":"2025-11-13T23:18:26","password":"","slug":"how-to-set-account-manager-permissions","status":"publish","type":"docs","link":"https:\/\/kb.ourproperty.ng\/property-manager\/docs\/management-settings\/how-to-set-account-manager-permissions\/","title":{"rendered":"How To Set Account Manager Permissions"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Colleague Configuration <\/strong><\/h3>\n\n\n\n

The Account Manager<\/strong> role assists with daily branch operations, property management, and client interactions. Each permission below controls what actions an account manager can perform. Disabling a permission will restrict access to that feature.<\/p>\n\n\n\n

Important:<\/strong> Account managers can only access properties assigned to them within their branch. Branch managers, however, have oversight over all account managers in their branch, while account managers are limited to the properties specifically assigned to them.<\/p>\n\n\n\n

After updating your selections, be sure to click Update<\/strong> to save all changes.<\/p>\n\n\n\n

\n\n\n\n

Permissions Overview<\/strong><\/h3>\n\n\n\n

Can add and manage tenants\/occupants<\/strong>
<\/strong> Allows the user to register new tenants, update their information, and manage occupancy records.<\/p>\n\n\n\n

Can view service provider<\/strong>
<\/strong> Grants access to view the list of approved artisans and service providers linked to the branch.<\/p>\n\n\n\n

Can create and manage announcements<\/strong>
<\/strong> Enables posting, editing, or removing branch announcements for staff or clients.<\/p>\n\n\n\n

Can add\/delete branch properties<\/strong>
<\/strong> Allows the user to create new property records or remove outdated\/incorrect property entries.<\/p>\n\n\n\n

Can view call request<\/strong>
<\/strong> Provides access to view incoming call requests submitted by clients or tenants.<\/p>\n\n\n\n

Can create inventory<\/strong>
<\/strong> Enables recording and managing asset or equipment inventories for the branch.<\/p>\n\n\n\n

Can check in and manage vehicle records<\/strong>
<\/strong> Allows logging vehicle entries and managing vehicle access history.<\/p>\n\n\n\n

Can add and manage landlords\/landladies<\/strong>
<\/strong> Grants permission to register, update, or manage property owner profiles.<\/p>\n\n\n\n

Can check in visitors<\/strong>
<\/strong> Permits recording visitor entries, verifying details, and managing visitor logs.<\/p>\n\n\n\n

Can manage calendar<\/strong>
<\/strong> Allows scheduling events, appointments, and reminders linked to branch activities.<\/p>\n\n\n\n

Can create examine<\/strong>
<\/strong> Enables the user to generate examinations or evaluation tasks where required.<\/p>\n\n\n\n

Can view complaints<\/strong>
<\/strong> Provides access to view complaints submitted by tenants, clients, or property owners.<\/p>\n\n\n\n

Can manage inspections<\/strong>
<\/strong> Allows the user to conduct, update, and manage property inspection records.<\/p>\n\n\n\n

Can view and reply branch messages<\/strong>
<\/strong> Grants permission to access and respond to internal communication or client messages sent to the branch.
<\/p>\n\n\n\n

\n\n\n\n

\u26a0\ufe0f Important:<\/strong> Always review the permissions you assign to branch managers and click Update<\/strong> to ensure all changes are applied correctly.<\/p>\n","protected":false},"excerpt":{"rendered":"

Colleague Configuration The Account Manager role assists with daily branch operations, property management, and client interactions. Each permission below controls what actions an account manager can perform. Disabling a permission will restrict access to that feature. Important: Account managers can only access properties assigned to them within their branch. Branch managers, however, have oversight over […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_eb_attr":"","footnotes":""},"doc_category":[26],"glossaries":[],"doc_tag":[],"class_list":["post-257","docs","type-docs","status-publish","hentry","doc_category-management-settings"],"acf":[],"year_month":"2026-04","word_count":337,"total_views":"134","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"tsalam","author_nicename":"tsalam","author_url":"https:\/\/kb.ourproperty.ng\/property-manager\/author\/tsalam\/"},"doc_category_info":[{"term_name":"Management","term_url":"https:\/\/kb.ourproperty.ng\/property-manager\/docs-category\/management-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/257","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/comments?post=257"}],"version-history":[{"count":1,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/257\/revisions"}],"predecessor-version":[{"id":259,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/257\/revisions\/259"}],"wp:attachment":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/media?parent=257"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_category?post=257"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/glossaries?post=257"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_tag?post=257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}