Understanding Roles: Administrator, Collaborator, and Requester

Each role is designed to match a specific responsibility within the estate management ecosystem—from on-site tracking to financial governance.
JP
Written by John Philip
Updated 2 weeks ago

To keep property operations secure and compliant, Basementgrid structures workspace access into four distinct user roles. Each role is designed to match a specific responsibility within the estate management ecosystem—from on-site tracking to financial governance.

The Four User Roles

  1. Administrator

    • Who it’s for: Property Managers, Managing Agents, or Head Estate Administrators.
    • What they can do: Full operational control over the workspace. Admins can manage users, map locations, add assets, configure vendors, create and issue work orders, and access overall performance reports.
  2. Approver (New in v2.0)

    • Who it’s for: Management Committee Members, Council Members, or Financial Overseers.
    • What they can do: Financial governance and oversight. Approvers have read-only visibility into overall estate operations, but they hold explicit power to approve or reject vendor quotes and work order expenses that cross "Above Threshold" spending limits before work can be authorized.
  3. Collaborator

    • Who it’s for: On-site Maintenance Teams, Technicians, and External Contractors.
    • What they can do: Field execution. Collaborators can view issued work orders, log status updates (like clocking in "Enroute"), upload GPS-verified photos, leave operational comments, and track the historical lifecycle of tasks they are assigned to.
  4. Requester

    • Who it’s for: Residents, Tenants, or Sub-occupants.
    • What they can do: Lodging issues. Requesters can quickly submit maintenance requests, add photos of faults, and track the progress of their own submissions. They have zero visibility into other tenants' issues or general estate assets.

Workspace Invitation Rules

Your role dictates who you are allowed to invite into the workspace to expand the team:

  • Administrators: Can invite users to any role across the platform (Admins, Approvers, Collaborators, or Requesters).

  • Approvers: Do not handle user administration and cannot issue workspace invites.

  • Collaborators: Can invite other Collaborators (such as onboarding additional field technicians) or Requesters.

  • Requesters: Can only invite other Requesters (e.g., a primary tenant adding a co-tenant or family member to log unit faults).

Explore User Types and Permissions to see a breakdown of who can do what in the workspace.

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