Yardi Breeze makes it easy to control access by user role, both at the property level and for any maintenance staff you may have. Keep reading to learn how make the most of new user roles.
User roles at the property level
With User Property Security, you can limit which properties a user can access. For example, you might have 10 properties in your Yardi Breeze database. If you restrict a user to one of them, the user can only see data that is linked to that property. This includes the property, tenants, maintenance requests, transactions and so on. Almost everything in our simple mobile platform is linked to a property, so this is a powerful way to implement security as your team grows.
Want a user to have access to more than one property, but not all of them? No problem. You can create custom property lists and then assign them to your users to meet the unique needs of your property management business.
User roles for maintenance team members
Another way to limit access is to set up maintenance users. Maintenance users can only access maintenance data including:
- Maintenance requests
- Inspections
- Unit records (to perform inspections)
A maintenance user cannot access or edit any other data in Yardi Breeze. This includes property setup, tenant records, transactions and financial reports. Setting up maintenance users allows you to separate duties between property managers and maintenance staff. It also helps you safeguard your financial data and your tenants’ personal information.
Benefits of controlling data access at the user level
Controlling which data your users can access protects you, your tenants and your owners. It reassures owners, as well as prospective clients, that you are a responsible property manager who takes data security seriously. And it benefits your users by simplifying their interface. They no longer have to worry about wading through the wrong data or messing up entries at other properties. All this amounts to better data security and more streamlined user access.
