Security Settings

All security settings are managed exclusively by Portal Admins. When making changes to these settings, please click on "Save Changes" when done. 

Screenshot 2025-08-13 at 11.56.09 AM.png

🔒 Require Complex Passwords

Description:
Requires user passwords to be at least 8 characters and include 3 of the following:

  • Passwords must contain at least 3 of the following 4 types of characters:
  • Uppercase letters (A–Z)
  • Lowercase letters (a–z)
  • Numbers (0–9)
  • Special characters (!, @, #, $, %, etc.)
     

📂 Project Permissions

Description:
Sets the default permissions for projects created by or assigned to a user.

When a project is created:

  • Recommended: Edit permissions

When a user is assigned to a project:

  • Recommended: Edit permissions

Tip: Click Show Permission Details to view specific capabilities for each permission level.

Screenshot 2025-08-13 at 11.37.44 AM.png

👤 Non-Admins Can Create from Portal

Description:
Allows non-admin users (Field Users) to create new projects directly from the portal.

 

🛠 Vendors Can Create from Web App or Mobile

Description:
Allows vendors to create new projects from either the web app or the mobile app.

 

🔄 Auto-Assign on Create

Description:
Automatically assigns a new project to the person who creates it.

  • Admins/Managers → Assigned as Manager
  • Customers → Assigned as Customer

Screenshot 2025-08-13 at 11.52.26 AM.png

🏷 Only Portal Admins Can Set the Market on Projects

Description:

  • Unchecked: Any user with admin access to a project can set the market.
  • Checked: Only Portal Admins can set the market.
     

📄 Allow Download of Self-Inspection Report 

Description:
This setting is only displayed when the Self Inspection feature is ON. Displays a "Download Inspection" link for users who complete a resident self-inspection.

 

⏳ Report Photo Link Validity (Days)

Description:
Determines how long report photo links remain active.

  • Enter the number of days until expiration. Eg. 99999 if you don't want it to expire
Have more questions? Submit a request

Comments