Two levels of My day
Owners and admins land on the portfolio: one card per place (or a folded card for scattered units), each with occupancy, received and net, and a summed line on top. Open a card and you are in that place's own My day, which is exactly the page a single-building workspace has. Managers assigned to one place land there directly and can go up only if their role allows.
Lists and reports
Every list — invoices, expenses, clients, stock, tickets, staff — carries a place filter, defaulting to all places for owners and to their place for managers. Reports total per place and across. The P&L shows places as sections with a portfolio total; general expenses split within their place, and a cost that truly spans places (your own salary, the accountant) is scoped to the workspace and split across places by units.
Staff scoped to places
A person is assigned to one or more places. A cleaner at Sunset Villas sees Sunset Villas on her Today page and nothing about Harbour Ridge. A manager of both sees both. The owner sees all. Assign in People › Staff; the scope is enforced in every query, not just hidden in the menu.
Settings per place
Payment details, logo, invoice footer, utility tariffs, split rule, gate, rota — per place. Numbering, staff, roles, expense categories, sending — per workspace. When a setting could be either, the place page shows "using workspace default" with an override.
Was this useful?
Thank you — that is what it was written for.
Describes the platform as it is today. Something out of date? Tell us. · help 0.71.0