ConfiguringUserPermissions(RBAC)
Objective
Assign roles and create custom permission sets to control exactly what each team member can see and do in Valix — from read-only access to full administrative control.
Prerequisites
- •You must be signed in as a Manager, Admin, or Master Admin
- •At least one team member must exist in your Users list
Step-by-Step Instructions
- 1
Navigate to Roles & Permissions from the left sidebar (under Settings & Team).
- 2
> [Screenshot: Show the Roles page with the list of system roles]
- 3
Valix ships with 6 system roles (Manager, Staff, Landlord, Tenant, Contractor, Viewer). These cannot be edited but you can create custom roles.
- 4
Click + Create Custom Role in the top-right.
- 5
In the custom role builder, configure:
- —Role Name: A descriptive name (e.g., "Leasing Agent", "Accountant", "Maintenance Supervisor").
- —Permissions: Toggle individual permissions across categories: Properties, Tenants, Leases, Maintenance, Accounting, Billing, Reports, etc.
- —Each category has granular options like Read, Create, Update, Delete, Approve.
- 6
> [Screenshot: Show the custom role builder with permission toggles for Accounting category]
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Click Save Role to create the custom role.
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To assign the custom role to a user, go to Users, click the 3-dots menu on the user's row, select Edit Details, and change their role to the custom one.