Knowledgebase

This guide helps you edit existing roles and create new ones in the Resident platform. Roles define what actions users can perform and which sections they can access.

Before commencing please read the Tips section found at the bottom of the article.

Editing role permissions in Resident:

1. Access the Roles

To begin editing roles:

1. Navigate to Settings.
2. Click on List of Roles.

3. You’ll see a list of predefined roles such as: Agent, Branch administrator, Leaseholder etc.

 2. Edit an Existing Role

To modify permissions for a role:

1. Click on the role you want to edit (example: Leaseholder).
2. You’ll be taken to the Permissions Configuration Page.

3. All available system sections will be listed (example: Insurance, Assessments, Tasks).

 3. Customise Permissions

Use Filters to Search

Filter permissions by:

• Level (example: Branch, Block, Estate, Global)
• Section (example: Insurance, Tasks)
• Entity

Toggle Checkboxes to Adjust Permissions:

• View – user can see items
• Edit – user can change items
• Delete – user can remove items
• Change Status – approve or progress items
• View All – see all relevant items across multiple locations (example: all branches)

✅ Example:

To allow a Leaseholder to view Insurance but restrict access to Assessments:

• Enable View for Insurance
• Disable all permissions for Assessments

 4. Apply Changes

Once changes are made:

1. Click update to apply updates.
2. Refresh the screen if needed to see the updated configuration.

Creating a new role/cloning an existing role in Resident:

You can also define brand-new roles based on your organization’s structure.

1. Go to Settings > List of Roles
2. Click + Add New Role or Clone an existing one

3. Choose the Role Type (example: Branch Global, Block Admin)

4. Set a Name (example: “Credit Controller”)
5. Configure the permissions as needed (using the same method described above)
6. Click Save
7. Assign the new role to a user via the Users section

Tips for Managing Roles

• Use multiple browsers (example: Chrome & Firefox) to test role behaviour
• View-only roles are safest for external users (example: Leaseholders, Freeholders)
• Avoid giving Edit or Delete permissions unless absolutely necessary
• Use filters to make navigation easier when assigning complex permissions
• Clone an existing Role that’s close to what you need — saves time and effort!