Propertyware Knowledge Base

Your Propertyware Administrator may create Bank Account, Portfolio and Building Restrictions individually tailored for each user account within your organization. These restrictions, combined with user profile settings, allow your Administrator to tightly control which segments of Propertyware a user may view and edit. These restrictions are useful for companies seeking to provide controlled access to critical segments of the application among their varying users, such as contract workers, property owners or property managers. Users who have restrictions placed on their accounts will not be able to access anything within Propertyware beyond those specific restrictions.

Bank Account Restrictions

A Bank Account Restriction is a setting within a user account which restricts the user only to designated bank accounts; any other bank accounts outside of these restrictions will not appear for the user when recording payments, paying bills, or processing bank deposits and refunds. On the other hand, an unrestricted user may access all bank accounts within your organization. Unlike User Profile settings, Bank Account Restrictions cannot be set for a group of users and must be set for each individual User Account.

Portfolio and Building Restrictions

Portfolio and Building Restrictions are settings within a user account that restrict the user only to certain designated portfolios and buildings; any other portfolios and buildings will not appear for the restricted user, including their respective leases and tenant ledgers. On the other hand, an unrestricted user may access data relating to all portfolios and buildings. Unlike User Profile settings, Portfolio and Building Restrictions cannot be set for a group of users and must be set for each individual User Account.

The Difference between Portfolio Restrictions and Building Restrictions