Role categories
Action-to-role mapping
Internal contacts and workflow
Approval workflows require the approver to be linked as an internal contact on the specific lease with the appropriate role. Without this link, the system does not allow submission. Common internal contact roles:- Lease Reviewer / Lease Administration - Manager — required for lease approval
- Rent Approver — required for recurring cost and payment approval
- Lease Accounting - Analyst — used for accounting team assignment
Internal contacts must be existing system users. External contacts (landlords, property managers) do not have system access and cannot be assigned to approval roles.
Setup configuration
Location and lease setup permissions are typically restricted to Administrators. The following setup areas are controlled by admin-level roles:- Location creation (via Mapping module)
- User management and role assignment
- Approval workflow configuration
- Integration and service log access
- Default allocation configuration