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 |
|
Manage software settings |
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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 |
To export rates, the user must also have the View Corporate Reports permission. |
Manage unoccupied revenue management |
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 |
|
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. |
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 |
|
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 |
Users must also have the Manage company settings and Manage software settings permissions. |
See the corporate dashboard |
|
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 |
|
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 |
|
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. |
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Per-facility permissions | |
All Facility Permissions |
Allows all facility-level permissions. |
Basics | |
Update leads |
|
View advanced tenant information |
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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) |
|
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 |
Skip Topaz lease signing |
Reveals and enables the Sign Later button during esign. Users must also have the Update units permission. |
Update units |
Users must also have the Update Leads required for move-ins permission. |
View Advanced unit information |
|
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 |
User must also have the View documents permission. |
Send mass email to tenants |
Users must also have the View emails and Resend system-generated emails permissions. |
Create ad hoc print batches for multiple tenants |
Users must also have the View documents permission. |
Send ad hoc documents to single tenants |
Reveals the Send Document button on tenant profiles. 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 |
|
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 |
|
Manage reports |
Reveals the Reports section and allows users to generate all facility-level reports. |
Take payments |
Users also need the Advanced tenant management permission. |
Receive call notifications and listen to recordings |
|
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 |
|
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 |
|
Manage 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. |
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. |
No Restrictions |
Remove all limits on credit amounts. |
Issue refunds on payments |
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 |
Users must also have the Advanced tenant management permission. |
Manage additional merchandises on move-in and transfer |
Users must also have the Update Leads and Update Units permissions. |
Manage additional fees on move-in and transfer |
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 |
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 |
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 |
Users must have the Update tenant preferences permission. |
Edit whether or not rental is exempt from rate increases |
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 |
Users must also have the Update units permission. |
Edit upcoming charges on tenant page |
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 |
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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 |
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 |
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. |
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.
|
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.
|
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.
|
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.
|
Edit unit types and amenities |
Reveals the Unit Amenities and Unit Types button and gives users view-only access to the amenities and 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 |
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Edit tenant portal settings |
Reveals the Rental Center button and the Rental Center's tenant portal URL. |
Edit tenant settings |
Reveals the Tenant Settings button and allows users to enable/edit/disable settings. |
Edit refund settings |
To edit account codes, users must have the Corporate permission Manage account code sets. |
Edit/Create document 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.
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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. |