Property Roles

This section provides a guide to creating, editing, and managing Property roles in Observv. Property roles determine what actions users can perform within a specific property, ensuring access is tailored to their responsibilities. By defining ‘Property roles’, user permissions can be controlled at the property level, allowing for secure and efficient management of the organization's resources.

What is a property role?

A ‘Property role’ in Observv defines the permissions a user has within a single property. Unlike ‘Global roles’, ‘Property roles’ are specific to one property and do not apply across the organization. Roles are hierarchical, organized into a pyramid structure with sponsoring and sponsored roles. Each branch of the hierarchy is confined to the administration of its own branch so that members cannot edit roles in parallel branches. Sponsored Roles can only be created to reflect lower role levels than the sponsoring role. Each sponsored role contains a subset of the permissions of the sponsoring role, which are optionally granted.

There are three Property Role levels;

1. Property Content Manager (Can manage content including properties, floors, hotspots, and photos. Managing Projects, Tours & Markers are optional)
2. Property Uploader (Can upload photos. Managing Floors and Hotspots are optional. Viewing photos marked as sensitive is optional)
3. Property Viewer (Can view photos. Viewing photos marked as sensitive is optional)

Key characteristics of ‘Property roles’:

• Property-specific scope: ‘Property roles’ are limited to a single property, ensuring users only have access to the features and data relevant to that property.
• Separate pyramid structure and sponsorship behavior: Property roles operate in property-level pyramids that are separate from Global roles. A property can contain multiple independent property-role branches, and users can only administer changes within their own property-role branch. Global Team Managers (and above) can administer property roles across branches. Top-level property roles are treated as having no sponsoring role, whereas nested roles are treated as sponsored by the property role beneath them.
• Customizable access: ‘Property roles’ are tailored to the needs of the property, allowing users to perform their job while restricting access to unrelated features or properties.
• Expirations: ‘Property roles’ can be set with expiry dates, ensuring temporary roles automatically deactivate after a set period.
• Exception: Top-level ‘Property roles’, which are created by Global Role members, are not treated as part of that Global Role Branch - instead, they can be edited by any Global Role Member with the necessary permissions. This means that, only Uploader and Viewer Roles that are nested under a Property Content Manager Role have sponsors. Therefore, Property Content Manager roles do not have a sponsoring role; they only have a creator who must be a Team Manager or above.

Property role permissions summary

• Property Content Manager
  • Create and manage Property Uploader Roles and Property Viewer Roles in their branch
  • Can Add existing members Property Uploader Roles and Property Viewer Roles in their branch
  • Cannot add users to their own role, or other Property Content Manager roles
  • Cannot create or edit Property Content Manager roles
  • Upload photos
  • Edit own content
  • Edit others’ content
  • Trash content
  • Restore trash
  • Comment
  • Optional: manage properties; manage floors and hotspots; manage tours and markers; create/manage projects; view photos with sensitive information
  • Note: permanent delete from trash is not included at the property-role level
• Property Uploader
  • Upload photos
  • Edit own content (own photos – 24hrs)
  • Trash content (own photos – 24hrs)
  • Comment
  • Optional: manage floors and hotspots; view photos with sensitive information
  • Note: permanent delete from trash is not included at the property-role level
• Property Viewer
  • Comment
  • Optional: view photos with sensitive information
  • Note: does not include upload/edit/trash/restore

How To

Create a property role

Click the Properties icon.
Select the Property you want to create a role in.
Click the Permissions icon.
Click the Create new role button.
The pop-up window will show your Sponsoring permission set.
NOTE: Property roles do not have Global Role sponsors, so anyone with an appropriate global role can edit them.
You cannot select a different sponsoring role set as you can with global roles.
In the pop-up window, input:

• Role name: Enter the name of the role.
• Level: Select the role level from the list.
• Expiry: Select an expiry date
  Click Create role.

NOTE: A property role in Observv defines the permissions a user has within a specific property, allowing them to interact with features relevant to their property while restricting access to other properties.

Edit a property role

Click the Properties icon.
Select the Property you want to edit the role in.
Click the Permissions icon.
Navigate to the role you want to edit.
Click the Edit role button.
In the pop-up window, edit the following fields:

• Role name: Edit the name of the role.
• Level: Edit the level of the role.
• Select or deselect optional features for the chosen level.
• Expiry: Edit the expiry date
  Click Save to apply the changes.

Delete a property role

Click the Properties icon.
Select the Property you want to edit the role in.
Click the Permissions icon.
Navigate to the role you want to edit.
Click the Edit role button.
In the pop-up window, click the Delete role button.
Confirm that you want to delete the property role.

Add or remove a member in a property role

Click the Properties icon.
Select the Property you want to edit the role in.
Click the Permissions icon.
Navigate to the role you want to edit.

To Add a member:

• Click Add members, search for and select the members you want to add.
• Click Add members to confirm.

To Remove a member:

• Click the Trash icon next to the member's name.
  Confirm the deletion by selecting Delete in the pop-up confirmation window.