User Permissions

Storable Edge

Before creating users, you'll first create Roles. Roles are sets of permissions you give to employees. Below is an explanation of the available permissions that can be assigned to roles.


NAME

DESCRIPTION

Allow access to FMS

This must be enabled for all software roles.

Without additional permissions assigned to a role, this provides view-only access to the facility level of the software. It reveals the facility Dashboard, Leads, Tenants, and Units sections (charts, tabs, tenant search, account/unit details). No actions can be taken on a lead, tenant, or unit.

Corporate permissions

All Corporate Permissions

Allows all corporate-level Permissions.

Manage company settings

  • Reveals the Settings section in the Corporate navigation menu.

  • Allows editing of Marketing Lead Notifications and access to SMS Registration.

  • If your company has a Storable Website, it reveals the Website Settings tab and allows editing of Website unit categories, units table, reservations, and rental promotion.

Manage software settings

  • Reveals the Software Settings tab in Corporate Settings and the AI Settings section in Software Settings.

  • Allows AI Summaries to be turned on/off. Unlocks additional software settings subpermissions.

Access rates & promos

Reveals the Rates & Promos header in Software Settings and unlocks rates & promos sub-permissions.

Manage import history

Reveals the Revenue Management Import History tab. Allows both unoccupied and occupied imports to be viewed and downloaded.

Users must also have either the Manage Occupied Revenue Management or the Manage Unoccupied Revenue Management permission to see this tab.

Manage occupied revenue management

  • Reveals the Revenue Management button and the Occupied tab.

  • Allows for occupied rates to be viewed, exported, and imported.

  • Reveals the Cancel Rate Plans tab and allows turning the cancellation option on/off.

  • Reveals the Cancel Scheduled Rate Increases tab and allows the user to cancel scheduled rate increases.

To export rates, the user must also have the View Corporate Reports permission.

Manage unoccupied revenue management

  • Reveals the Revenue Management button and the Unoccupied tab.

  • Allows for unoccupied rates to be viewed, exported, and imported.

To export rates, the user must also have the View Corporate Reports permission.

Manage rate and promo settings

Reveals the Rates & Promos Settings button and allows edit access to those settings.

View Corporate Card Readers

Allows users to view and manage card readers on the settings/fms/card_readers page.

Manage Document Exports

Reveals the Documents Export button in the Tenant section and allows users to generate a zip file of all lease and driver's license documents.

Users must also have Tenant Portal Settings and Manage Users permissions.

Edit Insurance

Reveals the Insurance button in the Tenant section and allows users to add/edit/delete policies and change insurance settings.

Users must also have the Manage Tenant Portal Settings permission.

Access billing

Reveals the Billing section in Software Settings and unlocks billing sub-permissions.

Manage Services

Reveals the Services button in the Billing section and allows users to add/edit/delete services.

Manage Tax Rates

Reveals the Tax Rates button in the Billing section and allows users to add/edit/delete tax rates and tax types.

Manage account code sets

Reveals the Account Codes button in the Billing section and allows users to add/edit/delete account code descriptions and external code numbers.

Manage refunds

  • Reveals the Refunds button in the Billing section and allows users to change refund settings.

  • Reveals the Tasks section in Corporate and allows users to approve or deny refunds.

Manage billing settings

Reveals the Settings button in the Billing section and allows users to change billing settings.

Create and edit reasons for move-outs, closing leads, etc.

  • Reveals the Move Out Reasons button in the Tenants section and the Lead Closed Reasons button in the Leads section.

  • Allows users to add/edit/disable the reasons.

Users must also have the Manage Tenant Portal Settings and Access Lead permissions.

Access lead

Reveals the Lead section in Software Settings and unlocks lead sub-permissions.

Manage required fields

Reveals the Required Fields button in the Leads section and allows users to set lead and move-in fields as optional, always required, or required when a condition is met.

Manage lead source settings

Reveals the Lead Sources button in the Leads section and allows users to add/edit/disable the sources.

Manage lead settings

Reveals the Settings button in the Leads section and allows users to change lead settings.

Manage tenant portal settings

Reveals the Tenant section and Tenant Settings button.

Access unit/rental management

Reveals the Unit/Rental Management section in Software Settings and unlocks unit sub-permissions.

Manage tiers

Reveals the Tiered Pricing button in the Unit/Rental Management section and allows users to add/edit/delete tiers and change tier settings.

Manage unit amenities

Reveals the Unit Amenities button in the Unit / Rental Management section and allows users to add/edit/disable amenities.

Manage unit types

Reveals the Unit Types button in the Unit/Rental Management section and allows users to add/edit/disable types.

Manage unit settings

Reveals the Units button in the Unit/Rental Management section and allows users to change unit settings.

Manage corporate delinquency schedules

Reveals the Delinquency section on the Software Settings tab and the Schedule Sets, Settings, Schedule History, and Transfer History buttons. Allows users to add/edit/delete delinquency schedules, change delinquency settings, view schedules, and view transfer history.

Manage Fees

Reveals the Fees button in the Billing section and allows users to add/edit/disable fees.

Users must also have Manage company settings, Manage software settings, and Access billing permissions.

Manage Retail Items

Reveals the Retail Items button in the Billing section and allows users to add/edit/disable retail items.

Users must also have Manage company settings, Manage software settings, and Access billing permissions.

Manage Miscellaneous Revenue

Reveals the Miscellaneous Revenue button in the Billing section and allows users to add/edit/disable miscellaneous items.

Users must also have Manage company settings, Manage software settings, and Access billing permissions.

Access Payments Portal

  • If your company uses Storable Payments, this permission reveals the Payments section in the Corporate navigation menu.

  • It allows users to access and view all sections of the Storable Payments portal.

  • It also allows users to issue refunds for electronic payments and manage chargebacks.

Access Activity Logs

Allows users to view the Activity Log page at the Corporate Level of the software.

Manage website review settings

If your company uses Storable Websites, this permission reveals the Reviews button in the Website Settings page and allows users to change review settings.

Users must also have the Manage company settings permission.

Manage Corporate Documents

  • Reveals the Documents section and Letters, Emails, SMS, Postcards, and Settings buttons in Software Settings.

  • Allows users to add/edit/delete templates and change document settings.

Users must also have the Manage company settings and Manage software settings permissions.

See the corporate dashboard

  • Reveals the Dashboard section in the Corporate navigation menu.

  • If your company uses Storable Websites, it allows users to activate and view Storable Website graphical data.

Manage discount plans

Reveals the Rental Promotions button in Software Settings and allows users to add/edit/delete recurring and one-time rental discounts.

Users must also have Manage company settings, Manage software settings, and Access rates & promos permissions.

View corporate reports

  • Reveals the Reports section in the Corporate navigation menu.

  • Allows users to generate reports and schedule automated report delivery.

Manage report settings

Reveals the Report Settings tab in the Reports section and allows users to change report settings.

Manage facility groups

Reveals the Facility Groups button in Corporate Settings and allows users to add/edit/delete groups.

Users must also have the Manage company settings permission.

Manage facility information

Reveals the Facility Info button in Corporate Settings and allows users to add/edit/delete information.

Users must also have the Manage company settings permission.

Manage corporate/channel rates

Reveals the Channel Rates button in Software Settings and allows users to set unit rate types per marketing channel.

User must also have the Manage company settings, Manage software settings, and Access rates & promos permissions.

Manage rental center settings

  • Reveals the Rental Center Settings tab in Corporate Settings and the Online Move-Ins and Tenant Portal buttons.

  • Allows users to change online move-in and tenant portal settings and access links to those tools.

Perform searches across facilities

Reveals the search bar in the Corporate top banner and allows users to search for tenants and invoices across facilities within the portfolio.

Manage users

Reveals the Users button in Corporate Settings and allows users to add/edit/delete users.

Users must also have the Manage company settings permission.

Manage user settings

Reveals the User Settings button in Corporate Settings and allows users to change account security settings.

Users must also have the Manage company settings permission.

Manage roles

Reveals the Roles button in Corporate Settings and allows users to add/edit/delete roles.

Users must also have the Manage company settings permission.

Manage API associations

Reveals the API button in Corporate Settings and allows users to activate/edit/deactivate connections with Storable and 3rd party APIs.

Users must also have the Manage company settings permission.

Per-facility permissions

All Facility Permissions

Allows all facility-level permissions.

Basics

Update leads

  • Reveals the +Tenant button in the main navigation and the Add Unit button in the tenant account.

  • Allows users to add/edit/cancel a new lead or reservation, but does not allow editing or canceling an existing lead or reservation.

View advanced tenant information

  • Reveals the Documents, Ledger, and Delinquency tabs on tenant profiles.

  • Provides view-only access to Documents & Ledger tabs.

  • No actions can be taken or emails viewed.

  • Letters can be viewed.

Update tenants

Reveals and enables the Edit Tenant, Upload, and Webcam Photo buttons on the tenant profiles.

Update tenant preferences

Reveals the Preferences section in the tenant profile within the Edit Tenant screen and allows users to enable/disable preferences.

Advanced tenant management (Edit gate codes, account types, and lien holders)

  • Reveals the Billing section and its Sent Bills, Unsent Bills (if applicable), and Autopay tabs.

  • Reveals the Past Due section and all of its tabs. Allows users to process all delinquency actions and generate invoice print batches.

  • Reveals the Past Due chart on the Dashboard.
    Reveals all tabs on the tenant profile.

  • Allows users to add/edit/delete Contacts, Lien Holders, Payment Methods, and Gate Codes.

  • Reveals the Add Fee and Add Misc Rev buttons.

Update only tenant email addresses

Reveals and enables the email address edit button when viewing the details section in an open email.

Users must have the View emails and resend system-generated emails permissions.

Update tenant leases

Reveals and enables the Update Document button for lease-type documents in the tenants' Documents tab.

Users must also have either the View Advanced tenant information or
Advanced tenant management permission.

Skip Topaz lease signing

Reveals and enables the Sign Later button during esign.

Users must also have the Update units permission.

Update units

  • Reveals and enables Move Out and Transfer buttons in the header navigation bar.

  • Enables move-ins in the leads & reservations module.

  • Reveals and enables the Edit Rental button on the tenant profile.

  • Reveals and enables the Add Activity button and allows users to assign and complete cleaning tasks.

  • Reveals and enables the combination lock Edit Number button.

  • Reveals retail purchase, retail refund, and close day buttons, but doesn't enable them.

Users must also have the Update Leads required for move-ins permission.

View Advanced unit information

  • Reveals the Lead Activity, Unit Activity, and User Activity sections on the Dashboard.

  • Reveals the Ledger, Rental History, and History tabs on unit profiles.

View documents

Reveals Print Batches, E-sign, Mail House, Reviews, and Templates in the Comms section.

Send ad hoc documents to multiple tenants via mail house

  • Reveals and enables the Mail a Batch button in Comms > MailHouse page, allowing users to mass mail a letter to tenants.

  • Reveals the Templates tab in the Comms section.

User must also have the View documents permission.

Send mass email to tenants

  • Reveals and enables the Send A Mass Email button in the Comms > Emails page.

  • Reveals the Templates tab in the Comms section.

Users must also have the View emails and Resend system-generated emails permissions.

Create ad hoc print batches for multiple tenants

  • Reveals and enables the Print A Batch button in Comms > Print Batches page, allowing users to print notices in bulk.

  • Reveals the Templates tab in the Comms sections.

Users must also have the View documents permission.

Send ad hoc documents to single tenants

Reveals the Send Document button on tenant profiles.
Note: At least one subpermission is required to use the feature.

Users must also have the Update tenants permission.

Send ad hoc documents via mail house

Reveals and enables the Mailhouse method in the Send Documents button on the tenant profile.

Send ad hoc documents via print

Reveals and enables the Print method on the tenant profile's Send Documents button.

Send ad hoc documents via sms

Reveals and enables the SMS method on the tenant profile's Send Documents button.

Send ad hoc documents via email

Reveals and enables the Email method on the tenant profile's Send Documents button.

Send ad hoc documents via device

Reveals and enables the Device method on the tenant profile's Send Documents button.

View emails and resend system-generated emails

  • Reveals the Emails tab in the Comms section and the Documents tab on Tenant profiles.

  • Allows users to open and resend emails in both areas.

Attach files to two-way emails

Allows users to attach files to two-way emails.

Users must also have the Compose outgoing emails and reply to incoming emails permission.

Attach files from computer

Allows users to attach files from the computer.

Create ESign Links for two-way emails

Allows users to create ESign Links for two-way emails.

Users must also have the Compose outgoing emails and reply to incoming emails permission.

Compose outgoing emails and reply to incoming emails

Enables replying to emails and composing manual emails by clicking the tenant's email address.

Send online move-in prompt

Reveals and enables the Send Online Move-In button on leads and reservations.

Users must also have the Update leads permission.

Approve, deny, and respond to user reviews left on your Storable Website

If your company uses Storable Websites, this permission reveals the Reviews tab in the Comms section and enables the Deny button.

View invoices

  • Reveals the Billing section and Sent Bills and Unsent Bills (if applicable) tabs.

  • Allows users to open and view invoices.

Manage reports

Reveals the Reports section and allows users to generate all facility-level reports.

Take payments

  • Reveals and enables the Payment and Retail Purchase buttons in the header navigation bar.

  • Reveals and enables the Pay button on the tenant profile and past due page.

  • Enables the Autopay tab in the Billing section and allows users to manage failed autopayments.

  • Allows users to sell retail items.

  • Reveals the Retail Refund button but doesn't enable it.

Users also need the Advanced tenant management permission.

Receive call notifications and listen to recordings

  • Reveals the Phone Calls tab in the Comms section and Phone Activity on the Dashboard.

  • Enables inbound call notifications and allows users to listen to recorded phone calls.

Receive gate activity notifications

If your company uses Storable Access Control, this permission allows users to see gate activity pop-up notifications.

Close the day

  • Reveals the Close Day button in the header navigation bar and allows users to process the close of day action.

  • Reveals the Retail Purchase and Retail Refund buttons but doesn't enable them.

Leave notes

Allows users to add tenant or unit notes. Affects all note boxes in the software.

Make a note important

Reveals the important note indicator (star) and allows users to select or deselect it

Edit user name and user email

Reveals the Username and Email fields in Account Settings and allows users to edit them.

View payments tab in Billing

Adds the Payments tab to the Billing page.

Users must also have the Advanced Tenant Management and Take Payments permissions.

Advanced

Manage unoccupied rate plans

  • Reveals the Yield Management section and the Unoccupied Units tab.

  • Allows users to enable/edit/disable unoccupied revenue plans.


Note: If Corporate-level Revenue Management is enabled, Unoccupied Revenue Management at the Facility-level is disabled.

Manage revenue plans

  • Reveals the Yield Management section and the Occupied Units tab.

  • Allows users to enable/edit/disable occupied revenue plans.

Users must also have the Manage unoccupied rate plans permission.

Issue credits

Reveals and enables the Issue Credit button in tenant ledgers.

Users must also have the Leave Notes and View Advanced Tenant Information or Advanced Tenant Management permissions.

Credit line items during move out

Reveals and enables the Credit button during move-outs.

Users must also have the Update Units permission and No Restrictions on credit limit amounts.

Per User: Allow up to $ X credits per month or year

Limits users to a specific monthly or annual credit limit.
For example, a store manager can issue $500 in credits per year across all tenants and rentals at the facility.

Per Rental: Allow a user to issue up to $ X credits per month per rental for X months out of the year

Limits users to a specific credit maximum per rental per month.
For example, a store manager can issue $20 in credits per month per rental at the facility.

No Restrictions

Remove all limits on credit amounts.

Issue refunds on payments

  • Reveals and enables the Refund button on paid invoices.

  • Allows users to issue full or partial line-item refunds for paid charges.

Users must also have the Leave notes and Advanced tenant management permissions.

Limit maximum refund amount to $ X

Limits users to a specific refund maximum per invoice.

Issue refunds on retail

Enables Retail Return in the header navigation bar and allows users to refund retail purchases.

Users must also have the Issue refunds on payments and Take payments permissions.

Issue refunds on retail as store credit

Reveals and enables the store credit refund method when refunding a retail item attached to a tenant.

Waive fees

Reveals and enables the Waive button, allowing users to waive a fee.

Users must also have the Leave notes and Advanced tenant management permissions.

Override waive limit

Prevents a user from being blocked by the waiver limit.

Write off bad debt

Reveals and enables the Write Off Bad Debt button on the ledger.

Users must also have the Manage Ledger After Move-Out, Leave Notes, and Advanced tenant management permissions.

Issue tax exemption on retail payments

Reveals and enables the Tax Exempt checkbox in the Retail Purchases screen and allows users to remove tax from the retail charge.

Users must also have the Take payments and Advanced tenant management permissions.

Issue tax exemption on auction payments

Reveals and enables the Tax Exempt checkbox on the Auction Process screen, allowing users to remove tax from the auction charge.

Users must also have the Take payments and Advanced tenant management permissions.

Manage auction fee at time of scheduling

  • Reveals and enables the Apply Auction Fee checkbox when adding a unit to an auction.

  • Allows users to prevent the auction fee set up in Facility>Billing Settings from being automatically applied upon adding a unit to a scheduled auction.

Users must also have the Advanced tenant management permission.

Manage additional merchandises on move-in and transfer

  • Reveals and enables the Add Additional Items dropdown in the Retail section during move-ins and transfers.

  • Allows users to sell boxes, locks, etc., during a move-in or transfer.

Users must also have the Update Leads and Update Units permissions.

Manage additional fees on move-in and transfer

  • Reveals and enables the Add Additional Items dropdown in the Fees section during move-ins and transfers.

  • Allows users to include security deposits, cleaning fees, etc., during move-ins and transfers.

Users must also have the Update Leads and Update Units permissions.

Manage ledger after move-out

Allows users to add fees and miscellaneous revenue, write off bad debt, issue credits and refunds, reverse payments, and take payments on moved-out ledgers.

Users must also have the Leave notes and Advanced tenant management permissions, as well as each function's permissions.

Issue zero dollar move ins

Reveals and enables a Pay Later button on move-in, transfer, add insurance, and add service payment screens.

Users must also have the Update units permission.

Transfer payments

  • Reveals and enables the Transfer Payment button on the Payment Breakdown screen.

  • Allows users to move a payment from one rental ledger to another.

Users must also have the Reverse Payments and Take Payments permissions.

Reverse payments

Unlocks additional reverse payment subpermissions.

Handle returned payments

Allows a user to reverse an ACH payment as returned.

Users must also have the Leave notes and Advanced tenant management permissions.

Chargeback a payment

Allows a user to reverse a credit card payment as a chargeback.

Users must also have the Leave notes and Advanced tenant management permissions.

NSF a payment

Allows a user to reverse a check or ACH payment as NSF (insufficient funds).

Users must also have the Leave notes and Advanced tenant management permissions.

Void a payment

Allows a user to reverse a cash, check, money order, ACH, or same-day credit card payment as Voided.

Users must also have the Leave notes and Advanced tenant management permissions.

Refund a payment

Allows a user to reverse a credit card payment as a refund.

Users must also have the Leave notes and Advanced tenant management permissions.

Manage block payments

Enables the Block Payments toggle on the tenant's Payment Methods tab and allows users to disable the tenant's ability to pay online.

Users must also have the Advanced tenant management or View advanced tenant information permission.

Ignore rate notice period when updating rental rate

  • Reveals and enables the Force Rate Change On Selected Date checkbox when changing the rent rate.

  • Allows users to override the notice period when changing a tenant's rent rate.

Users must also have the Change rent rate on tenant page permission.

Edit rental rate at reservation/move-in time

Reveals the Custom Rate dropdown in the Rental Information section of a lead, reservation, move-in, or transfer. Unlocks edit rental rate sub-permissions.

Users must also have the Update leads and Update units permissions.

Set rental rate above the highest unit rate at reservation/move-in time

Enables the Custom Rate dropdown and allows users to set the rental rate above the existing rate.

Set rental rate below the lowest unit rate at reservation/move-in time

Enables the Custom Rate dropdown and allows users to set the rental rate below the existing rate.

View/Select Web Rate during move-in and transfer

Allows users to view and select the web rate for a lead, reservation, move-in, or transfer, if one exists for that unit.

Users must also have the Update leads and Update Units permissions.

Do not tax rent

Reveals and enables the Do not tax rent checkbox at move-in, allowing users to prevent tax from applying to rent charges.

Users must also have the Update units permission.

Exempt delinquency on rent

  • Reveals and enables the Delinquency exempt checkbox during move-in and in existing tenant accounts.

  • Allows users to prevent a tenant from going through all delinquency stages.

Users must have the Update tenant preferences permission.

Edit whether or not rental is exempt from rate increases

  • Reveals and enables the Rental is exempt from rate increases checkbox in move-in and Tenant>Edit Rental.

  • Allows users to prevent rate increases from applying to specific rentals.

Users must have the Update Units permission, and the Corporate Tenant Setting Allow specific rentals belonging to a tenant to be exempt from rental rate increases must be enabled.

Change invoice billing type

Allows users to select either the 1st of the month or the anniversary in the Invoice Period field in move-ins.

Users must also have the Update units permission.

Change tenant billing date

  • Reveals and enables the Edit Billing Date button in Tenant>Edit Rental.

  • Allows users to change the rental's monthly billing date.

Users must also have the Update units permission.

Edit upcoming charges on tenant page

  • Reveals and enables Bill Future Months and Edit Upcoming Charges buttons in the tenant account.

  • Allows users to add merchandise to a future invoice, post future invoices to the ledger, or quickly create a multi-month invoice.

Users must also have the Advanced Tenant Management

Change Rent Rate on tenant page

Reveals and enables the Change Rent Rate button on the tenant profile. Allows users to add/edit/delete rate changes on an individual rental.

Users must also have the Update units permission.

Reset tenant passwords

Reveals and enables the Reset Password button on the tenant profile.

Read facility maps/application

  • Reveals the Facility Map tab in the Units section.

  • Allows users to view and interact with a map if it's been published.

Manage facility maps/application

Reveals the Facility Map button in the Settings section and published facility maps in the Units section.

Users must also have the Access facility settings permission.

Manage facility maps/floors

Allows users to add/edit/delete floors from the map.

Users must also have the Manage facility maps/application permission.

Manage facility maps/geometric objects

Allows users to add/edit/delete objects from the map.

Users must also have the Manage facility maps/application permission.

Manage facility maps/units

Allows users to add/edit/delete units from the map.

Users must also have the Manage facility maps/application permission.

Manage facility maps/groups

Allows users to utilize the group/ungroup tool.

Users must also have the Manage facility maps/application permission.

Print map facility maps/prints

Adds the print button to Units > Map page.

Users must also have either the Read facility maps/application or the
Manage facility maps/application permission.

Void invoices

Reveals and enables the Void button on invoices.

Users must also have the Leave Notes and Advanced tenant management permissions.

Send and Receive SMS

  • Reveals and enables the SMS text bubble on tenant profiles and SMS tab in the Comms section.

  • Allows users to initiate texts to tenants/leads and respond to texts from tenants/leads.

Users must also have the View Documents or the View emails and resend system-generated emails permission.

Manage account type on existing tenants

Reveals and enables the Account Type dropdown in the tenant's profile.

Users must also have the Update tenants permission.

Backdate move outs

Allows users to edit the Desired move out date field in move-outs and set it to a date earlier than today.

Users must also have the Update tenants permission.

Allowed to backdate up to X days

Limits the dates that can be selected for backdated move-outs

Add ad hoc discounts

Allows users to apply an inline discount to any charge when processing move-ins or editing upcoming charges

Apply discounts to retail

Allows users to apply an inline discount to retail items

Save payment methods for future use

Reveals and enables the Save for Future Use checkbox when taking an electronic payment.

Users must also have the Take payments permission.

Apply rental promotions

Reveals and enables the Apply a Promotion button in leads/reservations/move-ins.

Users must also have the Update leads permission.

Apply rental promotions to existing rentals

Reveals and enables the Apply Promotion button on the tenant's profile and payment screen.

Apply all promotions

Allows the user to apply any promotion.

Apply Category 1 promotions

Users can only apply Category 1 promotions.

Apply Category 2 promotions

Users can only apply Category 2 promotions.

Limit the number of promotions a user can add to a rental to X

Limits the number of promotions the user can apply to a rental.

View Cloud Access Control Activity

If your company uses Storable Access Control, this permission reveals the Access section and allows users to see gate activity.

Manage Cloud Access Control

If your company uses Storable Access Control, this permission reveals and enables the Remote Open/Close buttons, the Edit Access Point button, and the Non-Tenants tab.

Allows users to add/edit/delete non-tenant access codes.

Manage damaged units

Reveals and enables Maintenance as an activity type on the unit profile and allows users to mark a unit as damaged.

Users must also have the Update units permission.

Manage card readers

If your company uses Storable Payments, this permission reveals and enables Card Readers in Settings, and allows users to add/edit/delete credit card readers.

Users must also have the Edit billing settings permission and Show EMV payment method option in Billing Settings must be enabled.

Send lease to a tenant for signing

Reveals and enables the Send To Tenant button on Esign step of move-ins.

Users must also have the View emails and resend system-generated emails, Update Leads, and Update Units permissions.

Sign a lease using esign

Reveals and enables the Sign Now button on Esign step of move-ins.

Users must also have the Update Leads and Update Units permissions.

Sign a lease using esign on a signature device

Reveals and enables the Sign on [device] button to Esign step of move-ins.

Users must also have the Update Leads and Update Units permissions.

View payment reconciliation details

If your company uses Storable Payments, this permission enables the Reconciliation tab in the Billing section and allows users to receive an emailed reconciliation report.

Users must also have the View invoices permission.

Delete received media/attachments from SMS/Emails

Enables deleting received email/SMS attachments via the trash can

Delete sent media/attachments from SMS/Emails

Enables deleting sent email/SMS attachments via the trash can

Undo move outs

Enables the 'Undo Move-out' button on the tenant profile immediately after a move-out is completed.

Add or remove tenant from the Rental Review List

Enables the Edit Rental Review button on the tenant profile.

Users must also have the Update tenants permission.

Settings

Access facility settings

Reveals the Settings section in the facility navigation menu.

Edit gate configuration

Reveals the Gate Integration button in Settings and allows users to enable/change/disable the gate integration and bulk edit zone information.

View delinquency schedule settings

Reveals the Delinquency Stages button in Settings and gives users view-only access to the delinquency schedule and advanced delinquency settings.

Edit services and fees

Reveals the Tax Rates, Fees, and Services buttons in Settings and gives users view-only access to tax rates, fees, and services.

To edit services and fees, users must have the Corporate permission Manage Services and/or Manage Fees.

Edit miscellaneous revenue

Reveals the Miscellaneous Revenue button in Settings and gives users view-only access to the misc items.
To edit miscellaneous revenue, users must have the Corporate permission Manage Miscellaneous Revenue.

Create retail items

Reveals the Tax Rates and Retail Items buttons in Settings and gives users view-only access to tax rates and retail items.

  • To create retail items, users must have the Corporate permission Manage Retail Items.

  • To edit tax rates, users must have the Corporate permission Manage tax rates.

Edit retail items

Reveals the Tax Rates and Retail Items buttons in Settings and gives users view-only access to tax rates and retail items.

  • To edit retail items, users must have the Corporate permission Manage Retail Items.

  • To edit tax rates, users must have the Corporate permission Manage tax rates.

Adjustment settings/retail items

Reveals the Retail Items button and enables the Adjust button on that page. Select a subpermission to choose the type of adjustments allowed.

Allow adjustment of retail prices

Allows users to set a new price and select a reason for the change.

Selecting the Other reason required the Leave notes permission.

Allow decrease of retail quantity

Allows users to enter a negative value in the quantity field and select a reason for the decrease.

Selecting the Other reason required the Leave notes permission.

Allow increase of retail quantity

Allows users to enter a positive value in the quantity field and select a reason for the decrease.

Selecting the Other reason required the Leave notes permission.

View Insurance at the Facility Level

Reveals the Insurance button and allows users to view the policies and insurance settings.

Edit lead settings

Reveals the Lead Settings button and allows users to enable/edit/disable settings.

Edit unit amenities

Reveals the Unit Amenities button and gives users view-only access to the amenities list.

  • Users must also have the Edit unit types and Edit unit amenities permissions.

  • To edit unit amenities, users must have the Corporate permission Manage unit amenities.

Manage settings/unit groups

Allows users to edit tiered pricing in Settings > Units > Tiered Pricing.

Users must have the Edit units permission.

Edit unit types

Reveals the Unit Types button and gives users view-only access to the types.

  • Users must also have the Edit unit types and Edit unit amenities permissions.

  • To edit unit types, users must have the Corporate permission Manage unit types.

Edit unit types and amenities

Reveals the Unit Amenities and Unit Types button and gives users view-only access to the amenities and types.

  • Users must also have the Edit unit types and Edit unit amenities permissions.

  • To edit unit amenities or types, users must have the Corporate permission Manage unit amenities and/or Manage unit types.

Edit units

Reveals the Units button and allows users to add/edit/delete units and the walk-thru order.

Mark a unit as company owned

Reveals the Company Owned checkbox when editing an individual unit.

Mark a unit as complimentary during a transfer

Reveals the Complimentary unit checkbox under the rent rate during step 1 of transfers.

Users must also have the Update units permission.

Allow a user to mark a unit as rentable/unrentable via the Unit Page

Enables the Edit Status button on the units page.

Edit billing settings

  • If your company uses Storable EMV card readers, this permission reveals the Billing Settings button and, if applicable, the Card Readers button.

  • Allows users to enable/edit/disable billing settings and card readers.

Edit tenant portal settings

Reveals the Rental Center button and the Rental Center's tenant portal URL.
To edit Rental Center settings, users must have the Corporate permission Manage rental center settings.

Edit tenant settings

Reveals the Tenant Settings button and allows users to enable/edit/disable settings.

Edit refund settings

  • Reveals the Refunds and Account Codes buttons.

  • Allows users to enable/edit/disable refund settings and provide view-only access to account codes.

To edit account codes, users must have the Corporate permission Manage account code sets.

Edit/Create document templates

  • If your company uses Storable Mailhouse services, this permission reveals the Documents and Emails and, if applicable, Mail House buttons.

  • Gives users view-only access to the list of templates and permission to enable/edit/disable mail house templates.

To edit templates, users must have the Corporate permission Manage Corporate Documents.

View rental promotions

Reveals the Rental Promotions button and gives users view-only access to the list of promotions.

Edit yield management settings

Reveals the Yield Management button and allows users to enable/edit/disable settings.

Edit SMS templates

Reveals the SMS button and gives users view-only access to the list of SMS templates.

  • Users must also have the Edit/Create document templates permission.

  • To edit SMS templates, users must have the Corporate permission Manage Corporate Documents.

Edit connected devices

Reveals the Devices button and allows users to enable/edit/disable devices.

Restore deleted units

Reveals the Deleted tab on the Units page and allows users to return a deleted unit to active inventory.

Users must also have the Edit units permission.

Exclude units from API

Reveals the Exclude from API checkbox when editing an individual unit.

Users must also have the Edit units permission.

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