Portfolio permissions grant access to all units inside the portfolio and override unit permissions. Unit permissions only apply to the singular unit.
Unit Owner (Basic) is the group homeowners, or residents, are given and is considered the lowest level permissions.
A user can only invite another user with a role equal or lower in power to their role.
The 3 access levels at Unit level follow this hierarchy:
Unit Owner (Controller Bundle) > Unit Owner (Analytics Bundle) > Unit Owner (Basic)
- Unit Owner (Basic) gives read-only access to limited Information (Overview, Energy, Equipment)
- Unit Owner (Analytics Bundle) adds the Analytics and Stream tabs in the Overview section on top of Basic rights.
- Unit Owner (Controller Bundle) adds Controllers and Tunnelling capability to the device.
What is the permission level of an Installer?
It is equivalent to Portfolio Manager (Controller Bundle).
What are the permissions at portfolio level?
- Portfolio Manager (Basic) is equivalent to Unit Owner (Analytics Bundle) but has access to all units in the portfolio.
- Portfolio Manager (Analytics Bundle), no Difference to Portfolio Manager (Basic) but can change Portfolio Details and Invite Users. Can delete Portfolio.
- Portfolio Manager (Controller Bundle) is the same as Portfolio Manager (Analytics Bundle) however it has the unit access of Unit Owner (Controller Bundle).