Client: User Roles and Permissions

As a Client you may want to add additional users to your account to assist you with managing your properties and scheduling service providers. There are two user types for you to chose from and they're based on the level of access you would like to grant to the user. We recommend reviewing these access levels before creating a new user.

User Roles in Checklist Client Accounts

- Administrator
- Property Manager
For instructions on how to add a user, please use the following article: How Do I add A User To My Account?


Administrator users are given full access to your account. They would be able to perform all of the following actions on your account.

Administrators users may:

- Add and update all properties.

- Add and update all users.

Administrators have complete control and visibility over the entire Checklist interface and cannot be restricted from any feature.

Property Manager

Property Manager will be able to access most features in Checklist for the properties assigned to them. If these users are restricted from properties in Tokeet, those restrictions will be respected in Checklist.

Property Manager users may:

- Add new properties

- View and update properties assigned to them in Tokeet.

Property Manager users will not be able to add new users to edit existing users.

As always, please contact us with questions any time.  We're happy to help.

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