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How do I customize roles to generate reports?
Tanvir Mahedi
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0 step
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2 minutes
YouTube
Mipropertyportal
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Access the **Admin Porta**l by logging in
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Click on "**Manage Admin Access**" on the left navigation under "**Administration**"
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Click on the **name of any admin** to get into the details
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This will redirect you to the "**Admin Management**" page
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Click on "CUSTOM ROLES"
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Alert- This is a new addition in our admin portal. This has been introduced for the "Reports" more specifically
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You can **assign** different **custom** roles such as "**Property Manage**r","**Property Superviso**r", "**Property Accountant**" for "**Property**
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Simply click on the "**Plus**" sign or the "**Toggle**" option in the corner to adjust accordingly
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Alert!- In this case, we're customizing permissions for the **"Property Manager" here**
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Clicking on the "**Plus**" or "**Toggle**" sign will display a **pop-up** showing which properties have been **mapped** & **not mapped**
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You can click on "**PERMITTED PROPERTIES**" to add more properties to this category to do the mapping
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Select the **properties**
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Alert- You can select **one or multiple properties**
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Click on "**Update Property Permissions**"
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Click on "**CUSTOM ROLES**"
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Here you can see for instance the **assigned properties** under "**Property Manager" role**
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Click on "**Reports**" under "**Accounting & Reports**"
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Tip- For instance, to see how the **custom mapping for roles** can impact **report generatio**n we are going to generate a report
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Click on "**Rental/Tenant**" tab
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Click on **"Rent Roll"**
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Click on "**ROLE BASED FILTERING**"
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Choose the **admin** by clicking on the dropdown labeled "**Select an Admin**".
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Select the **role** by clicking on the dropdown labeled "**Select a Role**".
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Select **one or multiple properties** by clicking on the dropdown menu labeled "**Select Property/Properties \***".
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Pick a **month along with the year** from the "**Report for Month**" field.
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Click on "**Generate Report**" to generate the **report**
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