This article lists which permission a person needs to see or use each part of PortalWX and the mobile app. Permissions are switched on per user in People and per company in Companies; for the rules behind them, see PortalWX permissions — overview.
People
| Screen or action | Permission needed | Also needed |
|---|
| Log in to PortalWX at all | Any PortalWX permission except Bookings 2.0 on its own | |
| People list and user detail | People | |
| Change someone's permissions | People | You must have the permission you are handing out |
| Export people | Export people | |
| Import people from CSV | Import people | Sharry only |
| Add a person to the Do-not-admit list from People | Manage Do-not-admit list | People |
| Delete a user | — | Sharry only |
Companies
| Screen or action | Permission needed | Also needed |
|---|
| Companies list, My company | Company | |
| Add, edit or delete a company | Manage Subtenants | |
| A company's Permissions and Others tabs | Manage Company Settings | Company for the full permissions editor |
| A company's Guestbook tab | Manage Reception Settings | Guestbook module on for the building |
Operations
| Screen or action | Permission needed | Also needed |
|---|
| Guestbook tab | Guestbook | |
| Guestbook ▸ Overview of all visits | Manage Reception | Guestbook |
| Guestbook ▸ Invite a guest | Send Guestpass | Guestbook |
| Guestbook ▸ Check-in | Register and Check In Guests | Guestbook |
| Guestbook ▸ Do-not-admit list | Manage Do-not-admit List | Guestbook |
| Guestbook ▸ Visitor agreements | Management Settings | Property-manager company only |
| Parking | Parking | |
| Parking ▸ Violations | Manage Parking Violations | Parking |
| Access overview | Access to Workplace | |
| Access ▸ Roles | Manage Access Roles | Access to Workplace |
| Access ▸ Badges | Manage Plastic Badges or Manage Mobile Badges | Access to Workplace |
| Access ▸ Badge formats | Manage Plastic Badges | Access to Workplace |
| Service requests | Service Requests | Service requests module on for the building |
Amenities
| Screen or action | Permission needed | Also needed |
|---|
| Bookings (Reservations) | Reservations | Reservations module on for the building |
| Bookings 2.0 assets | Bookings 2.0 | Does not allow logging in on its own |
| Bookings 2.0 ▸ Reservations tab | Show Booking Reservations | Bookings 2.0 |
| Restaurants list | Restaurants | |
| Restaurant settings | Edit Restaurant Settings or Manage Restaurants | Restaurants |
| Restaurant menus | Manage Menus | Restaurants |
Content
| Screen or action | Permission needed | Also needed |
|---|
| Content tab | Content | Shows the tab only |
| Events, Polls, Manuals, Special offers | The matching Manage … permission | Content |
| News, Forum, Marketplace | The matching Manage … permission | Content; Community module on for the building |
| Signages | Manage Signages | Content; property-manager company only |
| Menu links | Manage Menu Links | Content; property-manager company only |
| Content blocks | Manage Content Blocks | Content; property-manager company only |
Integrator
| Screen or action | Permission needed | Also needed |
|---|
| Sites, locations and integration settings across all companies of the project | Integrator | Normally property-manager company only |
About and Agreements
| Screen or action | Permission needed | Also needed |
|---|
| About ▸ My building, Local services, Gallery, Contacts, Documents | Management Settings | Property-manager company only |
| Agreements ▸ DPA | Management Settings | |
Complex administration
| Screen or action | Permission needed | Also needed |
|---|
| Complex administration, Complex parameters | — | Sharry only |
| Help, Welcome | — | Always available |
In the mobile app
These are switched on under Mobile App Permissions on a user, and under Permissions for App users on a company.
| Feature | App permission |
|---|
| Forum posts and comments; News, Special Offers, Marketplace | Community |
| Invite visitors | Send Guestpass |
| Invite VIP visitors who skip reception | Send VIP Guestpass (skipping reception) |
| Let a guest book a parking spot | Grant Parking Spot to Guests |
| Parking access and licence plate | Access Parking (set on the company only) |
| Parking reservations | Reserve Parking |
| Generate a mobile badge | Use Mobile Badges (set on the company only) |
| Create service requests | Service Requests |
| Reservations | Reservations |
| Bookings 2.0 | Bookings 2.0 |
| Elevator profile | Set Elevator profile |
| Destinations section | Use Destinations |
| Alerts section | Use Alerts |
