Managing Workflows - Permissions

This article explains which permissions you will need to grant in order to enable users to manage the workflows in LocataPro. All permissions can be granted from the user screen, accessible under settings.

TABLE OF CONTENTS

• HPA2
• HRS
• PSH
• Repeatable Tasks
• Related Articles

HPA2

1. Click the HPA Permissions group
2. Add "Manage HPA Tasks"
3. Save

HRS

1. Click the HRS Permissions Group
2. Add "Manage HRS Tasks"
3. Save

PSH

1. Click the PSH Permissions group
2. Add "Manage PSH Tasks"
3. Save

Repeatable Tasks

Repeatable Tasks offer you the ability to create unique and powerful workflows, utilising tasks which can be completed multiple times. For example, you can utilise repeatable tasks to capture multiple tenancy inspections, schedule updating documentation, capturing a detailed and orderly address history or capturing multiple key contacts against the client record. To utilise this feature, users need a specific permission.

1. Click the general permissions group, named "Permissions"
2. Add "Set Task Types To Repeatable"

For further details on how to setup a repeatable task, view this article.

Related Articles

Tasks and Task Groups

Adding Questions to Tasks

Advanced Task and Question Configuration