Help Guide
Property Permissions Guide
Property permissions let you control what different people can do or see in your property account. For example, you may want one person to only view payments, while another can manage invoices, and another can do everything.
Roles
Each person you add to a property is given a role. Roles define their general level of access:
- Admin – Has full control over the property, including payments, settings, users, and permissions.
- Manager – Can oversee daily operations like invoices, balances, and transactions, but cannot change system settings or permissions.
- User – Can perform basic tasks like viewing payments and balances, or pushing STK payments.
- None – Has no special access until permissions are given.
What each permission means
- View – Allows the user to see the property dashboard and related information. This is the basic permission required for all users.
- Edit – Allows editing property details.
- Manage Permissions – Allows creating or editing permission profiles for other users.
- Manage Users – Allows adding or removing people from the property.
- Remove Users – Specifically allows removing users from the property.
- Manage Shortcodes – Allows linking or managing shortcodes under the property.
- Invoices – Create and manage invoices (your own or others, depending on the role).
- View Logs – See the activity history for the property.
- View Wallet Transactions – See wallet transactions linked to the property.
- View Balance – Check Shortcodes balance within the property.
- Push STK – Send STK push requests to customers for payments.
- View Payments – See all payments made to the property.
- Check Transaction Status – Verify the status of a specific payment.
- View Client Contact – See client phone numbers and email addresses (if not granted, these appear hidden).
- Notifications – Choose to receive payment alerts by SMS, WhatsApp, Telegram or Email.
Creating Permission Profiles
Instead of giving permissions one by one, you can create a profile. A profile is a saved set of permissions (for example: "Finance Team" or "Sales Agents"). When you assign that profile to a user, they automatically get all the permissions inside it.
- Go to the property and open the Permissions section.
- Click Create Permission Profile.
- Enter a name for the profile (e.g. "Managers").
- Select which permissions this profile should have.
- Click Create to save.
Tips
- Every user must have at least View permission to access the property.
- The person who created the property automatically has full access as long as they keep the View permission.
- Use clear profile names like "Admins", "Managers", or "Accountants" so you know what each one does later.
- Be careful when giving Manage Permissions or Manage Users — this allows others to change access levels.