Role Securities

By Shelley Labrecque April 30, 2019 20:34 Updated October 16, 2026 13:08

This document is updated regularly.

Important: The tables in the Security Permissions by Section section replace the Role Securities Spreadsheet.

Role securities control what users can view and do in Vantaca. Each security permission is assigned to specific roles, determining access to features, data, and actions throughout the system. This article provides a complete reference list of all available role securities and permissions in Vantaca, organized alphabetically by section for easy lookup when configuring user roles. For information about how roles, portfolios, and responsibilities work together, see the "Understanding Roles, Portfolios, & Responsibilities" article.

Important: When configuring role securities, always err on the side of caution. Grant only the permissions necessary for users to perform their job functions. It's easier and safer to add permissions later when needed than to remove excessive permissions that may have already been used inappropriately. Following the principle of least privilege helps:

Protect sensitive data from unauthorized access
Prevent accidental changes or deletions
Maintain system integrity and accountability
Reduce security risks across your organization

Review role permissions regularly and adjust as needed based on actual job requirements.

Understanding Role Securities
Add Securities and Permissions to a Role
Security Permissions by Section
FAQ

Understanding Role Securities

Role securities determine which screens users can access and which actions they can perform within those screens. Each role security setting controls access to specific Vantaca features and functions.

Important: Some permissions only appear when the corresponding feature flag is enabled for your database (for example, Revenue Manager, Vantaca Home, etc.).

Common permission types include:

View: Allows users to see information but not make changes.
Add/Update: Allows users to create new records and modify existing ones.
Delete: Allows users to remove records.
Approve: Allows users to approve workflows or requests.
Merge: Allows users to combine duplicate records.

Vantaca organizes role securities into sections that correspond to main navigation areas in the system. Within each section, individual securities control access to specific screens and features.

Example structure:

Accounting Section
- ACH Log: View, Edit
- AR Billing Summary: Edit
- Bank Reconciliation: View, Add/Update
- GL Accounts: View, Add/Update, Delete

Note: Some permissions provide access to multiple screens in Vantaca. The Security Permissions by Section details all screens and actions controlled by each permission.

Add Securities and Permissions to a Role

To view or edit role securities for a specific role:

Navigate to Settings > Roles.
The Roles page displays.
Search for the role that you want to add the permission to.
For example, in the following image, the user wants to allow Administrators to use a new feature and enters "admin" in the search field to display all roles that include the word "admin".
Click the caret next to the role name to open it (ensure the Security tab is selected).
Note: The Reports tab shows which reports the role can access. By default, all reports are available unless specifically restricted.
Go to the section that contains the security/permission and click Edit next to the one you want to add.
The Edit Role Security screen opens.
Note: Each role security may include different permissions.
Select the desired permissions for the role.
We recommend that you
Click Save changes.

Security Permissions by Section

This section provides a reference of all available role securities, their locations in the system, and the screens and actions they control. It is updated regularly as Vantaca functionality expands.

It is organized into two main sections:

User Role Information: Shows where to find the security setting in Vantaca.
- Section: The top-level category under the Roles > Security tab where you can find this permission
- Sub-Section: The specific security field within the section
- Permission: The individual permission options available (e.g., View, Edit, Delete)

Example: To find the ACH Log permission, look in the Accounting section, locate the ACH Log sub-section, and review the available permission options.

Permission Details: Describes describe where and how the security setting affects user access:
- Tab: The main navigation tab in Vantaca
- Screen: The specific page or feature
- Sub-Screen: Additional pages accessed from the main screen
- Functionality: The specific actions users can perform

Example: The ACH Log View permission allows users to access the Accounting > ACH Log screen and view ACH transaction records.

Default Roles

Your Vantaca database includes several default roles with preconfigured securities. These roles serve as templates for common job functions:

System Administrator
Manager
Accountant
Customer Support
Board Member
Outside Accountant

You can use these default roles as starting points and create new roles tailored to your organization's needs.

Note: The Roles > Securities database continues to grow and evolve as Vantaca adds new functionality. Some permissions may be unused or reserved for future features.

If you need assistance configuring role securities or have questions about specific permissions, contact Vantaca Support.

Important: The following tables replace the Role Securities Spreadsheet.

Accounting

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Accounting	ACH Log	View	System	ACH Log		View screen, export to Excel
Accounting	AR Billing Summary	View	System	AR Billing Summary		View screen, export to Excel
Accounting	Association GL Accounts	View	Association	GL Accounts		View screen, export to Excel, Include Summary Report
Accounting	Association GL Accounts	View	Association	GL Accounts	GL Groups	View screen
Accounting	Association GL Accounts	Add/Update	Association	GL Accounts	GL Groups	Edit GL groups, Create new GL groups, Edit Ranges
Accounting	Association GL Accounts	Add/Update	Association	GL Accounts		Mark GLs as Used
Accounting	Association GL Accounts	Delete	Association	GL Accounts		Mark GLs as Not Used
Accounting	Association GL Accounts	Delete	Association	GL Accounts	GL Groups	Delete GL Groups, Delete Ranges
Accounting	Association GL Accounts	Merge	Association	GL Accounts		Merge GLs
Accounting	GL Accounts	View	Settings	GL Accounts		View screen, Update Default GLs
Accounting	GL Accounts	Add/Update	Settings	GL Accounts		Edit GL Accounts, Create new GL Accounts
Accounting	GL Accounts	Add/Update	Association	GL Accounts		Edit UnUsed GLs, Create New GL Accounts

Action Item

Some permissions require other permissions to function. For example, Action Item permissions require the View permission before other action item permissions can be selected:

The Action Items > Action Items > View permission must be enabled before you can select Create, Step, Message, Copy, or Edit permissions.
When View is not selected, all dependent permissions automatically deselect and become unavailable until View is enabled again.

This hierarchy prevents invalid permission combinations where users could have permissions to perform actions without the ability to access the necessary screens.

Note: Action Item permissions have been restructured into separate permission types (View, Create, Step, Message, Copy, Edit) for more granular control.

The Add/Update permission has been removed from HOActionItemList, AssocActionItemList, and Vendor Action Items. Creating action items from Homeowners, Association, and Vendor screens is now governed by the main Action Items > Action Items > Create permission. The sub-sections HOActionItemList, AssocActionItemList, and VendorActionItems no longer have Add/Update as a selectable permission.

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Action Item	Action Item	View	Settings	Settings		View screen, Preview Action Item Steps
Action Item	Action Item Trends	View	Home	Action Item Trends		View screen
Action Item	Action Items	View	Action Items	Action Items		Shows tab Action Items
Action Item	Action Items	View	Action Items	My Action Items		View screen, Export to Excel
Action Item	Action Items	View	Action Items	All Action Items		View screen, Export to Excel
Action Item	Action Items	View	Action Items	My Messages		View screen, Export to Excel
Action Item	Action Items	View	Homeowners	Action Items		View action items
Action Item	Action Items	View			Action Items - attachments	View/Download attachments
Action Item	Action Items	Create	Action Items	My Action Items		Create New Action Item
Action Item	Action Items	Create	Action Items	All Action Items		Create New Action Item
Action Item	Action Items	Create	Homeowners	Action Items		Create new Homeowner Action Items
Action Item	Action Items	Create	Association	Action Items		Create new Association Action Items
Action Item	Action Items	Create	Vendors	Action Items		Create new Vendor Action Items
Action Item	Action Items	Step	Action Items	My Action Items		Bulk Step
Action Item	Action Items	Step	Action Items	All Action Items		Bulk Step
Action Item	Action Items	Step			Action Items - inner grids	Step Action Item, Select Action Items
Action Item	Action Items	Step			Action Center	Invoice / Transfer processing buttons
Action Item	Action Items	Step			Action Items - attachments	Add/delete attachments
Action Item	Action Items	Step	Homeowners	Action Items		Step Homeowner Action Items
Action Item	Action Items	Step	Association	Action Items		Step Association Action Items, Assign Action Items
Action Item	Action Items	Step	Vendors	Action Items		Step Vendor Action Items
Action Item	Action Items	Message	Action Items	My Action Items		Create a new message on an Action Item
Action Item	Action Items	Message	Action Items	All Action Items		Create a new message on an Action Item
Action Item	Action Items	Message			Action Items - inner grids	Create a new message on an Action Item
Action Item	Action Items	Message	Homeowners	Action Items		Message Homeowner Action Items
Action Item	Action Items	Message	Association	Action Items		Message Association Action Items
Action Item	Action Items	Message	Vendors	Action Items		Message Vendor Action Items
Action Item	Action Items	Copy	Action Items	My Action Items		Copy Action Items
Action Item	Action Items	Copy	Homeowners	Action Items		Copy Homeowner Action Items
Action Item	Action Items	Copy	Association	Action Items		Copy Association Action Items
Action Item	Action Items	Copy	Vendors	Action Items		Copy Vendor Action Items
Action Item	Action Items	Edit	Action Items	My Action Items		Edit Action Item
Action Item	Action Items	Edit	Action Items	All Action Items		Edit Action Item
Action Item	Action Items	Edit			Action Items - inner grids	Edit Action Item
Action Item	Action Items	Edit	Homeowners	Action Items		Edit Homeowner Action Items
Action Item	Action Items	Edit	Association	Action Items		Edit Association Action Items
Action Item	Action Items	Edit	Vendors	Action Items		Edit Vendor Action Items
Action Item	Action Items	Merge	Action Items	My Action Items		Merge button in Merge Action Items popup (not supported)
Action Item	Action Steps	Add/Update	Settings	Action Types		Edit Action Type Steps
Action Item	Action Steps	Delete	Settings	Action Types		Delete Action Type Steps
Action Item	Action Types	Add/Update	Settings	Action Types		New Action Type, edit existing Action Type
Action Item	Action Types	Delete	Settings	Action Types		Delete Action Type
Action Item	Action Types	Copy	Settings	Action Types		Copy an Action Type
Action Item	Association Action Items	View		Action Items		View the screen
Action Item	Association Trends	View	Home	Association Trends		View screen
Action Item	Homeowner Action Items	View	Action Items	Homeowner Profile		Controls whether the Action Items tab is visible on the Homeowner Profile page
Action Item	Signature Approval	Update	Accounting	Signature Approval		Approve Signatures
Action Item	Signature Approval	View	Accounting	Signature Approval		View Screen
Action Item	Step Documents	Add/Update	Settings	Action Types/Steps		Add documents in Action Type Steps, Hamburger menu, Documents
Action Item	Step Documents	Delete	Settings	Action Types/Steps		Delete documents in Action Type Steps, Hamburger menu, Documents
Action Item	Vendor Action Items	View				Allows users to see the Action Items menu option under the main Vendor menu.

Association

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Association	1098	View	Association	1098		Shows 1098 Balances option under main Association menu.
Association	1098	Update	Association	1098		Shows Edit button on individual mortgage records. Gates editing in the detail load views.
Association	1098	Generate	Association	1098		Shows Export to Excel and Close and Create Export File for Submission buttons. Also used as "Close" on the 1098 status view.
Association	1098	Reopen	Association	1098		Shows Reopen button, users can unlock closed 1098 records for editing.
Association	1098	Add	Association	1098		Shows Add New Mortgage Record button.
Association	1098	Delete	Association	1098		Shows Delete button on open records (hidden for records with "Closed" status regardless of permission).
Association	Activity Notes	View	Association	Association Profile	Notes	Controls whether the Activity Notes menu item is visible under the main Association menu. Without it, the screen is inaccessible.
Association	Activity Notes	Add/Update	Association	Association Profile Notes	Notes	Shows New Note toolbar button and Edit button on individual note rows.
Association	Activity Notes	Delete	Association		Notes	Shows Delete button on individual note rows.
Association	Additional Info	View	Association		Additional Info
Association	Additional Info	Add/Update	Association		Additional Info	Edit Association Additional Info
Association	Additional Info	Copy	Association		Additional Info
Association	Additional Info	Copy	Association	Additional Info		Copy Association Additional Info items
Association	Additional Info	View	Association	Additional Info		View screen, Export All Assocs to Excel, Export This Assoc to Excel
Association	Address Types	Add/Update	Association	Address Type		Create new Association Address Type; edit association Address Types
Association	Address Types	Delete	Association	Address Type		Delete Association Address Types
Association	Address Types	View	Association	Address Type		View screen
Association	Amenity Calendar	View	Association	Association Profile	Amenity Calendar	View the amenity calendar
Association	Amenity Calendar Settings	View	Association	Association Profile	Amenity Calendar	View the amenity calendar settings
Association	Amenity Calendar Settings	Add/Update	Association	Association Profile	Amenity Calendar	Add or update amenity calendar settings
Association	Amenity Calendar Settings	Delete	Association	Association Profile	Amenity Calendar	Delete amenity calendar settings
Association	Amenity Calendar Settings	Copy	Association	Association Profile	Amenity Calendar	Copy amenity calendar settings
Association	Assessment Schedule	Add/Update	Association	Assessments		Create new Assessment; Edit Assessments, Generate and Post Generations
Association	Assessment Schedule	Copy	Association	Assessments		Copy Assessments including Rules
Association	Assessment Schedule	Delete	Association	Assessments		Delete Assessments, Delete Rules, Delete Generations
Association	Assessment Schedule	View	Association	Assessments		View screen; Generate Invoice; Edit and delete Assessment Rules
Association	Association	Add/Update	Association	Association List		Create New Association; Edit Associations
Association	Association	Add/Update	Association	Addresses		New address, edit address
Association	Association	Delete	Association	Association List		Delete Association; delete Association portfolio (in edit Association popup)
Association	Association	Delete	Association	Addresses		Delete address
Association	Association	View	Association			View tab Association
Association	Association	View	Association	Association List		View screen; Export to Excel; Select Association
Association	Association	View	Association	Addresses		View screen
Association	Association	View	Home	Financial Summary		View screen
Association	Association Alias	Add/Update	Association	Association Alias		Create new Alias; Edit Aliases
Association	Association Alias	Delete	Association	Association Alias		Delete Aliases
Association	Association Alias	View	Association	Association Alias		View screen
Association	Bank Accounts	Add/Update	Association	Bank Accounts		Edit Bank Account, display and use "+ New Open Item"
Association	Bank Accounts	Inactivate	Association	Bank Accounts		Delete Bank Accounts
Association	Bank Accounts	View	Association	Bank Accounts		View screen
Association	Bank Accounts	View Full Account	Association	Bank Accounts		View full Bank Account # and full Routing #
Association	Bank Reconciliation	Add/Update				unused
Association	Bank Reconciliation	Delete				unused
Association	Bank Reconciliation	View	Accounting	Reconciliation		View screen, currently full reconciliation permission.
Association	Bank Reconciliation New	Add/Update				unused
Association	Bank Reconciliation New	Delete				unused
Association	Bank Reconciliation New	View				unused
Association	Bank Register	Cancel	Accounting	Bank Register		Stop (for MoB and Columbia Bank only)
Association	Bank Register	Delete	Accounting	Bank Register		Delete; Undelete
Association	Bank Register	Edit	Accounting	Bank Register		Edit; Unvoid
Association	Bank Register	Move	Accounting	Bank Register		Move
Association	Bank Register	View	Accounting			View tab
Association	Bank Register	View	Accounting	Bank Register		View screen
Association	Bank Register	Void	Accounting	Bank Register		Void
Association	Bank Transfer	Add/Update	Accounting	Transfer Funds	Recurring Transfers	New Recurring Transfer; edit
Association	Bank Transfer	Delete	Accounting	Transfer Funds	Recurring Transfers	Delete
Association	Bank Transfer	View	Accounting	Transfer Funds		View screen; make transfers
Association	Bank Transfer	View	Accounting	Transfer Funds	Recurring Transfers	View screen
Association	Board/Committee Members	Add/Update	Association	Board/Committee		Assign New Board/Committee Member; Edit
Association	Board/Committee Members	Delete	Association	Board/Committee		Delete
Association	Board/Committee Members	View	Association	Board/Committee		View screen
Association	Board/Committee Type	Add/Update	Association	Board/Committee		Create New Board/Committee Type; Edit
Association	Board/Committee Type	Delete	Association	Board/Committee		Delete Board/Committee Types
Association	Board/Committee Type	View	Association	Board/Committee		View screen
Association	BoardMeeting	View				unused
Association	Budget	Add/Update	Accounting	Budget		New GL; Save changes; Approve budget
Association	Budget	Delete	Accounting	Budget		Delete budget entries
Association	Budget	Open Budget	Accounting	Budget		Unapprove budget
Association	Budget	View	Accounting	Budget		View screen
Association	Budget	View	Accounting	GL Research		View screen
Association	Custom Data Group	Add/Update	Settings	Custom Info	Association Info Fields	New Field; Edit field
Association	Custom Data Group	Delete	Settings	Custom Info	Association Info Fields	Delete field
Association	Custom Data Group	View	Settings	Custom Info	Association Info Group	View screen
Association	Custom Data Group	View	Settings	Custom Info	Association Info Fields	View screen
Association	Documents	Add Files	Association	Documents		New Document
Association	Documents	Scout AI Upload Ability	Association	Documents		Upload documents via Scout AI
Association	Documents	Rename	Association	Documents		Rename files and folders
Association	Documents	Add/Update Folders	Association	Documents		New Folder; Edit Folder
Association	Documents	Copy Files	Association	Documents		Copy File
Association	Documents	Copy Folders	Association	Documents		Copy Folder
Association	Documents	Delete Files	Association	Documents		Delete File (x)
Association	Documents	Delete Folders	Association	Documents		Delete Folder
Association	Documents	View	Association	Documents		View screen
Association	Funds	Add/Update	Association	Funds		New Fund; edit fund
Association	Funds	Delete				Delete fund
Association	Funds	View	Association	Funds		View screen
Association	GL Entry	Add	Accounting	GL Entry		New GL Entry; Copy; Reverse; Recur
Association	GL Entry	Add	Import	Lockbox Import		Modify Misc Deposit GL Entry
Association	GL Entry	Update System-Maintained GL	Accounting	GL Entry	Edit GL Entry	Update with GL for PP, AR, AP, or Cash
Association	GL Entry	Update System-Maintained GL	Accounting	GL Entry	GL Recurring Entry (Edit)	Update with GL for PP, AR, AP, or Cash
Association	GL Entry	Update Unbalanced	Accounting	GL Entry	Edit Gl Entry	Update with credit not equal to debit; Currently no check in GL Recurring Entry
Association	GL Entry	Update/Delete	Accounting	GL Entry		Edit; Delete; Undelete
Association	GL Entry	Update/Delete	Accounting	GL Entry	GL Recurring Entry	Delete
Association	GL Entry	View	Accounting	GL Entry		View screen
Association	GL Entry	View	Accounting	GL Entry	GL Recurring Entry	View screen
Association	GL Entry	View	Accounting	GL Entry	GL Recurring Entry	New Recurring GL Entry; Edit; Copy
Association	Inspections	View	Association	Inspections		View screen
Association	Insurance	Add/Update	Association	Insurance		New Insurance; edit insurance
Association	Insurance	Delete	Association	Insurance		Delete insurance
Association	Insurance	View	Association	Insurance		View screen
Association	Portal Pages	Add/Update Images	Association	Portal Pages	Images	Add/Update Portal Page Images
Association	Portal Pages	Add/Update Style Sheet	Association	Portal Pages	Style Sheet	Add/Update Portal Page Style Sheet
Association	Portal Pages	Disable	Association	Portal Pages		Disable Association Specific Portal Pages
Association	Portal Pages	Enable	Association	Portal Pages		Enable Association specific Portal Pages
Association	Portal Pages	Update	Association	Portal Pages		Edit Association specific Portal Pages
Association	Portal Pages	View	Association	Portal Pages		View screen
Association	Portal Pages	View Images	Association	Portal Pages	Images	View Portal Page Images
Association	Portal Pages	View Style Sheet	Association	Portal Pages	Style Sheet	View Portal Page Style Sheet
Association	Service Contracts	Add/Update Contract	Association	Services		New Contract button
Association	Service Contracts	Add/Update Contract	Association	Services	Edit Contract	Edit Account No, Auto Post, Pre Post, Auto-Recon, Review, Auto-Approve, Pay Type
Association	Service Contracts	Add/Update Provider	Association	Services	Edit Contract	Edit Service, Provider, Provider Contact, Start Date, and End Date
Association	Service Contracts	Delete	Association	Services		Delete Contract button
Association	Service Contracts	Signature	Association	Services	Edit Contract	Edit Signature Approval
Association	Service Contracts	View	Association	Services		Edit Contract button
Association	Services	Add/Update	Association	Services		New Service, edit existing Service
Association	Services	Delete	Association	Services		Delete Service
Association	Services	View	Association	Services		View screen
Association	Vantaca Pay Accounts	View	Association	Vantaca Pay Accounts		View info and status of Vantaca Pay accounts
Association	Vantaca Pay Accounts	Add/Update	Association	Vantaca Pay Accounts		Add or update Vantaca Pay accounts

Association Settings

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Association Settings	A/P Payments	View	Association	Settings	A/P Payments	View A/P Payment settings
Association Settings	A/P Payments	Update	Association	Settings	A/P Payments	Edit A/P Payment settings
Association Settings	A/R	View	Association	Settings	A/R	View A/R settings
Association Settings	A/R	Update	Association	Settings	A/R	Edit A/R settings
Association Settings	Accounting	View	Association	Settings	Accounting	View Accounting settings
Association Settings	Accounting	Update	Association	Settings	Accounting	Edit Accounting settings
Association Settings	Accounting (Auto-Waive Fees)	View	Association	Settings	Accounting (Auto-Waive Fees)	View Auto-Waive Fees settings
Association Settings	Accounting (Auto-Waive Fees)	Update	Association	Settings	Accounting (Auto-Waive Fees)	Edit Auto-Waive Fees settings
Association Settings	ACH	View	Association	Settings	ACH	View ACH settings
Association Settings	ACH	Update	Association	Settings	ACH	Edit ACH settings
Association Settings	ARC	View	Association	Settings		View ARC settings
Association Settings	ARC	Update	Association	Settings		Edit ARC settings
Association Settings	Block Ledger Message	View	Association	Settings	Block Ledger Message	View Block Ledger Message settings
Association Settings	Block Ledger Message	Update	Association	Settings	Block Ledger Message	Edit Block Ledger Message settings
Association Settings	CCR	View	Association	Settings	CCR	View CCR settings
Association Settings	CCR	Update	Association	Settings	CCR	Edit CCR settings
Association Settings	Collections	View	Association	Settings	Collections	View Collections settings
Association Settings	Collections	Update	Association	Settings	Collections	Edit Collections settings
Association Settings	Communication	View	Association	Settings	Communication	View Communication settings
Association Settings	Communication	Update	Association	Settings	Communication	Edit Communication settings
Association Settings	Coupons	View	Association	Settings	Coupons	View Coupons settings
Association Settings	Coupons	Update	Association	Settings	Coupons	Edit Coupons settings
Association Settings	Current Period	View	Association	Settings	Current Period	View Current Period settings
Association Settings	Current Period	Update	Association	Settings	Current Period	Edit Current Period settings
Association Settings	Financial Overview Report	View	Association	Settings	Financial Overview Report	View Financial Overview Report settings
Association Settings	Financial Overview Report	Update	Association	Settings	Financial Overview Report	Edit Financial Overview Report settings
Association Settings	Financial Overview Report Variances	View	Association	Settings	Financial Overview Report Variances	View Financial Overview Report Variances settings
Association Settings	Financial Overview Report Variances	Update	Association	Settings	Financial Overview Report Variances	Edit Financial Overview Report Variances settings
Association Settings	Fund Accounting	View	Association	Settings	Fund Accounting	View Fund Accounting settings
Association Settings	Fund Accounting	Update	Association	Settings	Fund Accounting	Edit Fund Accounting settings
Association Settings	Interfaces	View	Association	Settings	Interfaces	View Interfaces settings
Association Settings	Interfaces	Update	Association	Settings	Interfaces	Edit Interfaces settings
Association Settings	Management Center	View	Association	Settings	Management Center	View Management Center settings
Association Settings	Management Center	Update	Association	Settings	Management Center	Edit Management Center settings
Association Settings	Master/Sub	View	Association	Settings	Master/Sub	View Master/Sub settings
Association Settings	Master/Sub	Update	Association	Settings	Master/Sub	Edit Master/Sub settings
Association Settings	Master/Sub Actions	View	Association	Settings	Master/Sub Actions	View Master/Sub Actions settings
Association Settings	Master/Sub Actions	Update	Association	Settings	Master/Sub Actions	Edit Master/Sub Actions settings
Association Settings	Miscellaneous	View	Association	Settings	Miscellaneous	View Miscellaneous settings
Association Settings	Miscellaneous	Update	Association	Settings	Miscellaneous	Edit Miscellaneous settings
AssociationSettings	Portal	View	Association	Settings	Portal	View Portal settings
AssociationSettings	Portal	Add/Update	Association	Settings	Portal	Add or update Portal settings
Association Settings	Settings List	View	Association	Settings		View the Association Settings list
Association Settings	Statements	View	Association	Settings	Statements	View Statements settings
Association Settings	Statements	Update	Association	Settings	Statements	Edit Statements settings
Association Settings	Vantaca Home	View	Association Settings	Settings	Vantaca Home	View Vantaca Home settings
Association Settings	Vantaca Home	Add/Update	Association Settings	Settings	Vantaca Home	Edit Vantaca Home settings
Association Settings	Vantaca Pay	View	Association Settings	Settings	Vantaca Pay	View Vantaca Pay settings
Association Settings	Vantaca Pay	Add/Update	Association Settings	Settings	Vantaca Pay	Edit Vantaca Pay settings

Note: The Vantaca Pay View and Add/Update permissions above control general access to Association > Settings > Vantaca Pay. Editing fee settings (credit card, bank transfer, and auto draft fees) within that section additionally requires the Fee Decision Maker role, a unique role that can be assigned to only one user at a time regardless of other permissions. See Set Up the Vantaca Pay Fee Structure for more information.

Banking

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Banking	ACH Payment Search	View	Homeowners	Payment Search	ACH Payment Search	View screen
Banking	ACH Payment Search	Add/Update				unused
Banking	Homeowner Payment Search	View	Homeowners	Payment Search		View screen
Banking	Homeowner Payment Search	Add/Update	Homeowners	Payment Search		Create Bank Return
Banking	Homeowner Payment Search	Back Date	Homeowners	Payment Search		Allows Bank Return Action Items to be backdated before today

Calendar

Section	Sub-section	Permission	Tab	Screen	Functionality
Calendar	Calendar	View	Association	Calendar	View screen
Calendar	Calendar	Add/Update			unused
Calendar	Calendar	Copy	Association	Calendar	Copy Event
Calendar	Calendar	Delete			unused

Call Center

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Call Center	Call Center	Add/Update	Action Items	Call Center		New XN from Call Center

CCR

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
CCR	ACC / CCR Items - Association Overrides	View	Association	ARC Types		View screen
CCR	ACC / CCR Items - Association Overrides	View	Association	CCR Items		View screen
CCR	ACC / CCR Items - Association Overrides	Update	Association	CCR Items	Association CCR	Save changes
CCR	ACC / CCR Items - Association Overrides	Update	Association	CCR Items	UnUsed CCR	Use
CCR	ACC / CCR Items - Association Overrides	Update	Association	ARC Types	Association ARC Types	Save Changes
CCR	ACC / CCR Items - Association Overrides	Update	Association	ARC Types	UnUsed ARC Types	Use
CCR	ACC / CCR Items - Association Overrides	Delete	Association	CCR Items	Association CCR	Not Used
CCR	ACC / CCR Items - Association Overrides	Delete	Association	CCR Items	UnUsed CCR	Delete
CCR	ACC / CCR Items - Association Overrides	Delete	Association	ARC Types	Association ARC Types	Not Used
CCR	ACC / CCR Items - Association Overrides	Add	Association	CCR Items	UnUsed CCR	Add CCR item override
CCR	ACC / CCR Items - Association Overrides	Default	Association	CCR Items	Association CCR	Set as default for association
CCR	ACC / CCR Items - Association Overrides	Edit	Association	CCR Items	UnUsed CCR	Edit
CCR	ACC / CCR Items - Master List	View	Settings	CCR Items		View Screen
CCR	ACC / CCR Items - Master List	Add/Update	Settings	CCR Items		New CCR Item; Edit
CCR	ACC / CCR Items - Master List	Add/Update	Settings	ACC Types		New ACC Type; Edit
CCR	ACC / CCR Items - Master List	Add/Update	Association	ARC Types	UnUsed ARC Types	New ACC Type; Edit
CCR	ACC / CCR Items - Master List	Delete	Settings	CCR Items		Delete
CCR	ACC / CCR Items - Master List	Delete	Settings	ACC Types		Delete
CCR	ACC / CCR Items - Master List	Delete	Association	ARC Types	UnUsed ARC Types	Delete
CCR	ACC / CCR Items - Master List	Default	Settings	CCR Items		March as default
CCR	Detail Description - Association Override	View				Detail descriptions visible with the page
CCR	Detail Description - Association Override	Update	Association	CCR Items	Association CCR	Edit Detail
CCR	Detail Description - Association Override	Add	Association	CCR Items	Association CCR	Add Detail
CCR	Detail Description - Association Override	Default	Association	CCR Items	Association CCR	Mark detail as default
CCR	Detail Description - Master List	View	Settings	CCR Items		View screen
CCR	Detail Description - Master List	Update	Settings	CCR Items		Edit detail description
CCR	Detail Description - Master List	Delete	Settings	CCR Items		Delete detail description
CCR	Detail Description - Master List	Add	Settings	CCR Items		New detail description
CCR	Detail Description - Master List	Default	Settings	CCR Items		Mark as default
CCR	Inspection	View				unused
CCR	Inspection	Add/Update				unused
CCR	Inspection	Delete				unused

Help

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Help	Internal Support	Submit Tickets	Help	Internal Support		Submit internal support tickets
Help	Vantaca Support	Submit Tickets	Help	Vantaca Support		Submit Vantaca support tickets

Homeowner

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Homeowner	ACH Draft	View	Homeowners	ACH Draft		View Screen
Homeowner	ACH Draft	Update	Homeowners	ACH Draft		Edit; Delete
Homeowner	Activity Notes	View	Homeowners	Homeowner Profile	Activity Notes	View screen, including tabs Current Property, All Owners, Current Owner
Homeowner	Activity Notes	Add/Update	Homeowners	Homeowner Profile	Activity Notes	New Note; Edit
Homeowner	Activity Notes	Delete	Homeowners	Homeowner Profile	Activity Notes	Delete
Homeowner	Additional Info	View	Homeowners	Homeowner Profile	Additional Info	View screen,
Homeowner	Additional Info	Add/Update	Homeowners	Homeowner Profile	Additional Info	Edit
Homeowner	Additional Info	Delete		Homeowner Profile	Additional Info	unused
Homeowner	Additional Info	Key Info	Homeowners	Homeowner Profile	Additional Info	Edit key info banner
Homeowner	Contact Info	View	Homeowners	Homeowner Profile	Communication > Contact Info	View homeowner's mailing addresses, phone numbers, email addresses, and communication preferences.
Homeowner	Contact Info	Add/Update	Homeowners	Homeowner Profile	Communication > Contact Info	Add and edit homeowner contact information.
Homeowner	Contact Info	Delete	Homeowners	Homeowner Profile	Communication > Contact Info	Delete homeowner contact information.
Homeowner	Credit Card Payments	View	Homeowners	Credit Card Payments		View Screen
Homeowner	Credit Card Payments	Update	Homeowners	Credit Card Payments	Issues	Search and Post
Homeowner	Credit Card Payments	Delete	Homeowners	Credit Card Payments	Issues	Delete
Homeowner	Custom Data Group/Fields	View	Settings	Custom Info	Homeowner Info Group	View Screen
Homeowner	Custom Data Group/Fields	View	Settings	Custom Info	Homeowner Info Fields	View screen
Homeowner	Custom Data Group/Fields	Add/Update	Settings	Custom Info	Homeowner Info Group	New Group; Edit
Homeowner	Custom Data Group/Fields	Add/Update	Settings	Custom Info	Homeowner Info Fields	New Field; Edit
Homeowner	Custom Data Group/Fields	Delete	Settings	Custom Info	Homeowner Info Group	Delete
Homeowner	Custom Data Group/Fields	Delete	Settings	Custom Info	Homeowner Info Fields	Delete
Homeowner	Homeowner	View	Homeowners	Homeowner List		View screen; Export to Excel; Edit, Select, RevoPay buttons
Homeowner	Homeowner	View	Homeowners	Homeowner Profile	Ledger	View screens
Homeowner	Homeowner	View	Homeowners			View tab Homeowners
Homeowner	Homeowner	Add	Homeowners	Homeowner List		New Property/Lot
Homeowner	Homeowner	Add	Homeowners	Homeowner List	Edit Homeowner	Update
Homeowner	Homeowner	Update			Edit Homeowner/Property	Update
Homeowner	Homeowner	Delete	Homeowners	Homeowner List		Delete
Homeowner	Homeowner	Merge	Homeowners	Homeowner List		Merge
Homeowner	Homeowner	View Full EIN/SSN	Homeowners	Homeowner List		View full EIN/SSN
Homeowner	Homeowner	Update EIN/SSN	Homeowners	Homeowner List		Update EIN/SSN
Homeowner	Homeowner	Add EIN/SSN	Homeowners	Homeowner List		Add EIN/SSN
Homeowner	Homeowner Bankruptcy	View	Homeowners	Homeowner Profile	Ledger > Bankruptcy	unused
Homeowner	Homeowner Bankruptcy	Add/Update	Homeowners	Homeowner Profile	Ledger > Bankruptcy	Completed; Void; New Payment; Charge Adjustment
Homeowner	Homeowner Bankruptcy	Delete	Homeowners	Homeowner Profile	Communication > Credits	unused
Homeowner	Homeowner Credit	View	Homeowners	Homeowner Profile	Communication > Credits	View homeowner credits records
Homeowner	Homeowner Credit	Add/Update	Homeowners	Homeowner Profile	Communication > Credits	Add or update homeowner credits record
Homeowner	Homeowner Credit	Delete	Homeowners	Homeowner Profile	Ledger > Credits	Delete homeowner credits record
Homeowner	Homeowner Ledger	View	Homeowners	Homeowner Profile	Ledger > Credits	View homeowner credits record
Homeowner	Homeowner Ledger	Add/Update	Homeowners	Homeowner Profile	Ledger > Summary	New Charge; New Payment; Charge Adjustment; Payment Adjustment
Homeowner	Homeowner Ledger	Add/Update	Homeowners	Homeowner Profile	Ledger > Accelerate	Post Acceleration
Homeowner	Homeowner Ledger	Edit History	Homeowners	Homeowner Profile	Ledger > Summary	Edit Balance History button active
Homeowner	Homeowner Ledger	Edit History	Homeowners	Homeowner Profile	Ledger > Transactions	Edit History button active
Homeowner	Homeowner Ledger	Delete	Homeowners	Homeowner Profile	Ledger > Summary	Delete ledger entries
Homeowner	Homeowner Ledger	Select Bank Account	Homeowners	Homeowner Profile	Ledger > Summary	Select bank account for deposit
Homeowner	Homeowner Ledger	New Deposit	Homeowners	Homeowner Profile	Ledger > Summary	Create new deposit
Homeowner	Homeowner Ledger	Deposit Adjustment	Homeowners	Homeowner Profile	Ledger > Summary	Adjust a deposit
Homeowner	Homeowner Ledger	Edit Deposit History	Homeowners	Homeowner Profile	Ledger > Summary	Edit deposit history
Homeowner	Homeowner Ledger	Vantaca Pay Refund	Homeowners	Homeowner Profile	Ledger > Summary	Process a Vantaca Pay refund
Homeowner	Homeowner Ledger Advanced Adjustments	All Charges	Homeowners	Homeowner Profile	Ledger > Summary	Show all transaction types in Charge/Payment Adjustment popups; also shows all transaction types when doing a Bank Return
Homeowner	Homeowner Ledger Advanced Adjustments	Credit Charge Adj	Homeowners	Homeowner Profile	Ledger > Summary	Ability to create a credit adjustment on a charge
Homeowner	Homeowner Ledger Advanced Adjustments	Refund Via ACH	Homeowners	Homeowner Profile	Ledger > Summary	Process refund via ACH
Homeowner	Homeowner Ledger Advanced Adjustments	Refund Recipient	Homeowners	Homeowner Profile	Ledger > Summary	Manage refund recipient
Homeowner	Homeowner Ledger Advanced Adjustments	Refund Address	Homeowners	Homeowner Profile	Ledger > Summary	Manage refund address
Homeowner	Homeowner Payment Method	View	Homeowners	Homeowner Profile	Payment Method	View screen
Homeowner	Homeowner Payment Method	Add/Update	Homeowners	Homeowner Profile	Payment Method	Update
Homeowner	Homeowner Rent	View	Homeowners	Homeowner Rent		View rent records
Homeowner	Homeowner Rent	Add/Update	Homeowners	Homeowner Rent		Add or update rent records
Homeowner	Homeowner Rent	Delete	Homeowners	Homeowner Rent		Delete rent records
Homeowner	Homeowner Tags	View	Homeowners	Homeowner Profile	Tags	View screen
Homeowner	Homeowner Tags	Add/Update		Homeowner Profile	Tags	unused
Homeowner	Homeowner Tags	Delete		Homeowner Profile	Tags	unused
Homeowner	Logins	View	Homeowners	Homeowner Profile	Communication > Logins	unused
Homeowner	Logins	Add/Update	Homeowners	Homeowner Profile	Communication > Logins	New Login; Edit; Reset Password
Homeowner	Logins	Delete	Homeowners	Homeowner Profile	Communication > Logins	Delete
Homeowner	Tenants	View	Homeowners	Homeowner Profile	Tenants/Leases > Tenants	View screen; edit tenant
Homeowner	Tenants	Add/Update	Homeowners	Homeowner Profile	Tenants/Leases > Tenants	Add Tenant
Homeowner	Tenants	Delete	Homeowners	Homeowner Profile	Tenants/Leases > Tenants	Delete

Import

Section	Sub-section	Permission	Tab	Screen	Functionality
Import	1098 Mortgage Balance	Append	Import	Import	Append import for Form 1098 mortgage balance data
Import	1098 Shares	Update	Import	Import	Update 1098 share records
Import	1099 Balances	Append	Import	Import	Append import
Import	1099 Balances	Replace	Import	Import	Replace import
Import	1099 Balances	Update	Import	Import	Update import
Import	account EIN/SSN	Append	Import	Import	Append accout EIN/SSN records
Import	Admin Billing Charges By Amount	Append	Import	Import	Append Admin Billing Charges By Amount import
Import	Admin Billing Charges By Amount	Reverse	Import	Import	Reverse Admin Billing Charges By Amount import
Import	Admin Billing Charges By Qty	Append	Import	Import	Append Admin Billing Charges By Qty import
Import	Admin Billing Charges By Qty	Reverse	Import	Import	Revers Admin Billing Charges By Qty import
Import	Association CCR	Replace	Import	Import	Replace association CCR records
Import	Association CCR	Append	Import	Import	Append association CCR records
Import	Association TaxId	Update	Import	Import	Update association tax ID records
Import	Avid Invoices	Append	Import	Import	Appends Avid invoice records
Import	Bank Account Beginning Balances	Update	Import	Import	Update import
Import	Bank Accounts	Replace	Import	Import	Replace import
Import	Bank Accounts	Update	Import	Import	Update import
Import	Bank Outstanding Items	Append	Import	Import	Append import
Import	Budget	Append	Import	Import	Append import
Import	Budget	Replace	Import	Import	Replace import
Import	Budget (New Association Only)	Append	Import	Import	Append import
Import	Budget (New Association Only)	Replace	Import	Import	Replace import
Import	Charge Balances	Append	Import	Import	Append import
Import	Charge Balances	Replace	Import	Import	Replace import
Import	Charge Balances	Reverse	Import	Import	Reverse Charge Balance import
Import	Charge Balances Without History	Replace	Import	Import	Replace charge balances without history import
Import	Charge Balances Without History	Append	Import	Import	Append charge balances without historyimport
Import	Charge Balances Without History	Reverse	Import	Import	Reverse charge balances without history import
Import	Create Invoices	Append	Import	Import	Append invoice records
Import	GL Entry	Append	Import	Import	Append GL entry records
Import	Global CCR	Replace	Import	Import	Replace global CCR records
Import	Global CCR	Append	Import	Import	Append global CCR records
Import	Global GL Accounts	Append	Import	Import	Append import
Import	Global GL Accounts	Replace	Import	Import	Replace import
Import	Homeowner Charge Percentage	Append	Import	Import	Append import
Import	Homeowner Charge Percentage	Replace	Import	Import	Replace import
Import	Homeowner Charge Tags	Append	Import	Import	Append import
Import	Homeowner Charge Tags	Replace	Import	Import	Replace import
Import	Homeowner Charge Tags	Reverse	Import	Import	Reverse Homeowner Charge Tags import
Import	Homeowner Credits (Recurring)	Append	Import	Import	Append import
Import	Homeowner Credits (Recurring)	Reverse	Import	Import	Reverse import
Import	Homeowner Offsite Addresses	Append	Import	Import	Append import
Import	Homeowner Payments	Append	Import	Import	Append import
Import	Homeowner Rental Charge	Append	Import	Import	Append import
Import	Homeowner Rental Charge	Reverse	Import	Import	Reverse import
Import	Homeowner Specified Values	Append	Import	Import	Append import
Import	Homeowner Specified Values	Replace	Import	Import	Replace import
Import	Homeowner Tags	Append	Import	Import	Append import
Import	Homeowner Tags	Replace	Import	Import	Replace import
Import	Homeowner Transaction History	Append	Import	Import	Append import
Import	Homeowner Transaction History	Reverse	Import	Import	Reverse import
Import	Lockbox	Append	Import	Import	Append import
Import	Lockbox	Delete/Undelete Lockbox Items	Import	Import	Delete/Undelete Lockbox Items
Import	Mgmt Fee Billing	Append	Import	Import	Append import
Import	Misc Deposit	Append	Import	Import	Append misc deposit records
Import	Multi-Owner Property and Homeowner	Replace	Import	Import	Replace multi-owner property and homeowner records
Import	Multi-Owner Property and Homeowner	Append	Import	Import	Append multi-owner property and homeowner records
Import	Multi-Owner Property and Homeowner	Update	Import	Import	Update multi-owner property and homeowner records
Import	New Associations	Append	Import	Import	Append import
Import	Open Work Orders	Append	Import	Import	Append import
Import	Paid Invoices	Append	Import	Import	Append paid invoice records
Import	PayLease Deposit	Append	Import	Import	Append import
Import	Payment Allocation via Lockbox	Append	Import	Import	Append import
Import	Payment Allocation via Post Deposit	Append	Import	Import	Append import
Import	Post Charges	Append	Import	Import	Append import
Import	Post Charges	Reverse	Import	Import	Reverse import
Import	Post Utilities Charges	Append	Import	Import	Append post utilities charge records
Import	Post Utilities Charges	Reverse	Import	Import	Reverse post utilities charge import
Import	Property and Homeowner	Append	Import	Import	Append import
Import	Property and Homeowner	Replace	Import	Import	Replace import
Import	Property and Homeowner	Update	Import	Import	Update import
Import	Property and Homeowner	Reverse	Import	Import	Reverse import
Import	Tenant	Append	Import	Import	Append import
Import	Tenant	Replace	Import	Import	Replace import
Import	Vendors	Append	Import	Import	Append import
Import	Vendors	Replace	Import	Import	Replace import

Integrations

Section	Sub-section	Permission	Functionality
Integrations	VendorHub	Access	Read-only access to the Vendor Hub management company dashboard
Integrations	VendorHub	Superuser	Full access to the Vendor Hub management company dashboard, including editing
Integrations	Webchat Configuration	Access	Open the HOAi Chat configuration console from the left navigation

Mailroom

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Mailroom	Check Queue	View	Mailroom	Check Queue		View screen
Mailroom	Check Queue	View	Mailroom	Desktop Utility		View checks in Desktop Utility
Mailroom	Check Queue	View All Users	Mailroom	Check Queue	Jobs	"Users" column; allows downloading of checks not printed by self
Mailroom	Check Queue	Print	Mailroom	Check Queue	Queue	Print; select checks for printing
Mailroom	Check Queue	Reprint	Mailroom	Check Queue	Jobs	Download
Mailroom	Collections History	View	Mailroom	Collections History		View screen
Mailroom	Collections History	Rollback	Mailroom	Collections History		Rollback Selected Items
Mailroom	Collections Preview	View	Mailroom	Collections Preview		View screen
Mailroom	Collections Preview	Update	Mailroom	Collections Preview		Generate Preview
Mailroom	Communication Setup	View				unused
Mailroom	Communication Setup	Update	Settings	Letter Templates	Word Template Manager	Allows logging in (and uploading functionality) in the Word Add-In
Mailroom	Desktop Utility	Download	Mailroom	Desktop Utility		View link to download utility
Mailroom	Email Accounts	View	Mailroom	Email Accounts		View screen
Mailroom	Email Accounts	Add/Update	Mailroom	Email Accounts		New Email Account; Edit
Mailroom	Email Accounts	Delete	Mailroom	Email Accounts		Delete
Mailroom	Email Accounts	Edit Auto-Responder	Mailroom	Email Accounts		Configure email auto-responder
Mailroom	Email Research	View	Mailroom	Email Research		View screen
Mailroom	Letter Templates	View	Settings	Letter Templates		View screen
Mailroom	Letter Templates	Add/Update	Settings	Letter Templates		New Letter/Type; Word Template Manager; Edit
Mailroom	Letter Templates	Association Override				unused
Mailroom	Letter Templates	Delete	Settings	Letter Templates		Delete
Mailroom	New Message Template	View	Settings	New Message Template		View message templates
Mailroom	New Message Template	Update	Settings	New Message Template		Update message templates
Mailroom	New Message Template	Delete	Settings	New Message Template		Delete message templates
Mailroom	New Message Template	Add	Settings	New Message Template		Add message templates
Mailroom	Print Queue	View	Mailroom	Print Queue		View screen
Mailroom	Print Queue	View All Users	Mailroom	Print Queue	Jobs	"Users" column; allows viewing/downloading of jobs not printed by self
Mailroom	Print Queue	Print	Mailroom	Print Queue	Queue	Print; Send to South Data; Send to Optimal Outsource
Mailroom	Print Queue	Void				unused
Mailroom	PrintCheck	Print				unused

Management

Note: The Revenue Manager section only appears when the Revenue Manager feature flag is enabled for your database.

Section	Sub-section	Permission	Tab	Screen	Functionality
Management	Financial Report	View	Management	Financial Report	View financial reports
Management	Financial Report	Add/Update Accounting Notes	Management	Financial Report	Add or update accounting notes
Management	Financial Report	Add/Update Manager Notes	Management	Financial Report	Add or update manager notes
Management	Financial Report	Update Reserve GL	Management	Financial Report	Update reserve GL account allocations
Management	Financial Report	Update Variance Items	Management	Financial Report	Update variance items
Management	Financial Report	Select Variance Items	Management	Financial Report	Select variance items
Management	Homeowner Activity	View	Management	Homeowner Activity	View homeowner login and access activity
Management	Management Billing	View	Management	Management Billing	View management billing
Management	Management Billing	Add/Update	Management	Management Billing	Add or update management billing
Management	Revenue Manager	View	Revenue Manager	Revenue Manager	View screen
Management	Revenue Manager	Add/Update	Revenue Manager	Revenue Manager	Edit revenue manager data
Management	Revenue Manager	Advanced Add/Update	Revenue Manager	Revenue Manager	advanced edit capabilities
Management	User Activity	View	Management	User Activity	View system user activity
Management	Vendor Activity	View	Management	Vendor Activity	View vendor and service provider activity

Portal

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Portal	Bank Account Balances	View	Portal	Board	Bank Account Balances	View bank account balance summaries
Portal	Bank Account Balances	View Register	Portal		Bank Account Balances	View detailed bank register
Portal	Board Action Items	View	Portal	Board	Board Action Items	View screen
Portal	Board Action Items	Add/Update	Portal	Board	Board Action Items	Approve, Decline, Msg
Portal	Board ARC	View	Portal	Board	ARC	View screen
Portal	Board ARC	Add/Update	Portal	Board	ARC	Add or update board ARC items
Portal	Board Calendar	Add/Update	Portal	Association	Calendar & Events	Allow edits to the calendar
Portal	Board Collections	View	Portal	Board	Collections	View screen
Portal	Board Collections	Add/Update	Portal	Board	Collections	Add or update board collections
Portal	Board Communications	Add	Portal	Board Communications		Allow board members to originate communications
Portal	Board Document Management	Add/Update	Portal	Board	Documents	Allows adding and editing documents
Portal	Board Document Management	Delete	Portal	Board	Documents	Delete documents
Portal	Board Homeowners	View	Portal	Board	Homeowners	View screen
Portal	Board Homeowners	Add/Update	Portal	Board	Homeowners	No current function
Portal	Board Inspections	View	Portal	Board	Inspections	View screen
Portal	Board Invoices	View	Portal	Board	Invoices	View screen
Portal	Board Invoices	Add/Update	Portal	Board	Invoices	Add or update board invoices
Portal	Board Invoices	New Invoice Detail	Portal	Board	Invoices	Add new invoice line items
Portal	Board Violations	View	Portal	Portal	Violations	View screen
Portal	Board Violations	Add/Update	Portal	Portal	Violations	Add or update board violations
Portal	Board WorkOrders	View	Portal	Board	Work Orders	View screen
Portal	Board WorkOrders	Add/Update	Portal	Board	Work Orders	Add or update board work orders
Portal	Domain Certificates	View	Portal	Domain Certificates		View portal domain certificates
Portal	Domain Certificates	Add/Update	Portal	Domain Certificates		View portal domain certificates
Portal	Reports	View	Portal	Board	Reports	View reports in board portal
Portal	WebPage Admin	View	Portal			unused
Portal	WebPage Admin	Add/Update	Portal			unused
Portal	WebPage Admin	Delete	Portal			unused

Portfolios

Section	Sub-section	Permission	Tab	Screen	Functionality
Portfolios	Company List	View	Settings	Company Info	View Screen
Portfolios	Company List	Add/Update	Settings	Company Info	New Company; Edit
Portfolios	Company List	Check Signature	Settings	Company Info	No longer functions as Check Signatures is a stand alone permission.
Portfolios	Company List	Delete	Settings	Company Info	Delete
Portfolios	Portfolio Types	View	Settings	Portfolio Types	View screen
Portfolios	Portfolio Types	Add/Update	Settings	Portfolio Types	New Portfolio Type; Edit
Portfolios	Portfolio Types	Delete	Settings	Portfolio Types	Delete
Portfolios	Portfolios	View	Settings	Portfolios	View screen
Portfolios	Portfolios	Add/Update			unused
Portfolios	Portfolios	Delete			unused

Reports

Note: Custom Reports is being deprecated.

Section	Sub-section	Permission	Tab	Screen	Functionality
Reports	Custom Reports	View	Reports	Custom Reports	View custom reports
Reports	Custom Reports	Add/Update	Reports	Custom Reports	Add or update custom reports
Reports	Custom Reports	Delete	Reports	Custom Reports	Delete custom reports
Reports	Reports	Add/Update	Reports	Reports	Allows user to add/update report categories and report configurations
Reports	Reports	Delete	Reports	Reports	Allows user to delete report categories and reports
Reports	Reports	View	Reports	Reports	View the Reports menu

Scout AI

Note: The Scout AI section only appears when the Scout AI feature flag is enabled for your database.

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Scout AI	Scout Access	View	Scout AI	Scout Access		View/use Scout AI

Settings

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Settings	ACC Types	View	Settings	ACC Types		View screen
Settings	ACC Types	Add/Update	Settings			unused
Settings	ACC Types	Delete	Settings			unused
Settings	Amenity Category	View	Settings	Amenity Category		Allows user to view amenity categories
Settings	Amenity Category	Add/Update	Settings	Amenity Category		Allows user to add/update amenity categories
Settings	Amenity Category	Delete	Settings	Amenity Category		Allows user to delete amenity categories
Settings	Bank List	View	Settings	Banks		View screen
Settings	Bank List	Add/Update	Settings	Banks		New Bank; Edit
Settings	Bank List	Delete	Settings	Banks		Delete
Settings	CheckSignatures	View	Settings	Check Signatures		View attachments (signatures)
Settings	CheckSignatures	Add/Update	Settings	Check Signatures		New Signature; Edit
Settings	CheckSignatures	Delete	Settings	Check Signatures		Delete
Settings	FAQs	View	Settings	FAQ Setup		View screen
Settings	FAQs	Add/Update	Settings	FAQ Setup		New FAQ; Edit (including Association overrides)
Settings	FAQs	Delete	Settings	FAQ Setup		Delete (including Association overrides)
Settings	Import	View	Settings	Import		View screen
Settings	Import	Add/Update				unused
Settings	Import	Delete				unused
Settings	Interfaces	View	Settings	Interfaces		View screen
Settings	Interfaces	Add/Update	Settings	Interfaces		Edit; Use Default
Settings	Interfaces	Delete	Settings	Interfaces		unused
Settings	Logo Management	View	Settings	Logo Management		Allows user to view company logos
Settings	Logo Management	Add/Update	Settings	Logo Management		Allows user to add/update company logos
Settings	Logo Management	Delete	Settings	Logo Management		Allows user to delete company logos
Settings	Portal Pages	View	Settings	Portal Pages		View screen
Settings	Portal Pages	View Images	Settings	Portal Pages	Images	View Portal Page Images
Settings	Portal Pages	View Style Sheet	Settings	Portal Pages	Style Sheet	View Portal Page Style Sheet
Settings	Portal Pages	Add/Update	Settings	Portal Pages		Add new and edit existing global Portal pages
Settings	Portal Pages	Add/Update Images	Settings	Portal Pages	Images	Add/Update Portal Page Images
Settings	Portal Pages	Add/Update Style Sheet	Settings	Portal Pages	Style Sheet	Add/Update Portal Page Style Sheet
Settings	Portal Pages	Delete	Settings	Portal Pages		Delete global Portal pages
Settings	Portal Pages	Disable	Settings	Portal Pages		Disable global Portal pages
Settings	Portal Pages	Enable	Settings	Portal Pages		Enable global Portal pages
Settings	System Settings	View	System	System Settings		View screen
Settings	System Settings	Update	System	System Settings		Update; Cancel
Settings	System Settings	Security	System	System Settings		Allows user to manage security-related system settings (separate from Update permission)
Settings	Transfer Approval	View	System	Transfer Approval		View screen
Settings	Transfer Approval	Add/Update	System	Transfer Approval		Approve Selected

Support

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Support	Portal Login Mimic	Debug	Homeowners	Logins		Mimic
Support	Staff User Debug	Debug				unused

System

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
System	Activity Notes	View	System	Activity Notes		Allows user to view system and user-generated activity notes
System	Activity Notes	Add/Update	System	Activity Notes		Allows user to add and update activity notes
System	Activity Notes	Delete	System	Activity Notes		Allows user to delete activity notes
System	Conversion	View	System	Conversion		Allows user to view conversion files and folders
System	Conversion	Add/Update	System	Conversion		Allows user to add/update conversion files and folders
System	Conversion	Delete	System	Conversion		Allows user to delete conversion files and folders
System	Conversion	Run	System	Conversion		Allows user to run/execute conversion jobs
System	Export	View	System	Export		Allows user to view the Export screen and their own export jobs
System	Export	Add/Update	System	Export		Allows user to create and schedule new export jobs
System	Export	Delete	System	Export		Allows user to delete export jobs
System	Homeowner Merge Log	View	System	Homeowner Merge Log		Allows user to view the homeowner merge log
System	Homeowner Merge Log	Unmerge	System	Homeowner Merge Log		Allows user to reverse a homeowner merge
System	Jobs	View	System	Jobs		Allows user to view their own jobs
System	Jobs	Add/Update	System	Jobs		Allows user to create and manage jobs
System	Jobs	View All Users	System	Jobs		Allows user to view jobs created by all users, not just their own
System	Jobs	Download	System	Jobs		Allows user to download job output files from other users
System	Process Schedule	View	System	Process Schedule		Allows user to view process schedules
System	Process Schedule	Add/Update	System	Process Schedule		Allows user to add/update process schedules
System	Subledgers	View	System	Subledgers		Allows user to view subledger configurations
System	Subledgers	Add/Update	System	Subledgers		Allows user to add/update subledgers
System	Subledgers	Delete	System	Subledgers		Allows user to delete subledgers
System	System Files	View	System	System Files	Images	Allows user to view system-level files and folders
System	System Files	Add/Update	System	System Files	Images	Allows user to add/update system-level files and folders
System	System Files	Delete	System	System Files	Images	Allows user to delete system-level files and folders

Templates

Section	Sub-section	Permission	Functionality
Templates	Letter Type	View	unused
Templates	Letter Type	Add/Update	unused
Templates	Letter Type	Delete	unused

Users

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Users	Role Types	View	Settings	Roles		View screen
Users	Role Types	Add/Update	Settings	Roles		New Role; Edit
Users	Role Types	Delete	Settings	Roles		Delete
Users	Roles	View	Settings	Responsibilities		View screen
Users	Roles	Add/Update	Settings	Responsibilities		New Responsibility; Edit; Add/Edit Portfolio connection; Save changes on Associations list
Users	Roles	Add/Update	Settings	Portfolios		New Portfolio; Edit; Copy; Save changes on Associations/Responsibilities list
Users	Roles	Delete	Settings	Responsibilities		Delete; Delete Portfolio connection
Users	Roles	Delete	Settings	Portfolios		Delete
Users	User Roles	View				unused
Users	User Roles	Add/Update	Settings	Users	Responsibilities	Assign New Responsibility; Edit
Users	User Roles	Add/Update	Settings	Responsibilities	Users	Assign New User; Edit
Users	User Roles	Delete	Settings	Users	Responsibilities	Delete
Users	User Roles	Delete	Settings	Responsibilities	Users	Delete
Users	Users	View	Settings	Users		View screen
Users	Users	Add/Update	Settings	Users		New User; Edit
Users	Users	Delete	Settings	Users		Delete

Vantaca Admin

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Vantaca Admin	AP Ledger Audit	View				unused
Vantaca Admin	AP Ledger Audit	Delete	Vendor	Invoices	Audit	Delete/undelete entries within the Audit tab
Vantaca Admin	AP Ledger Audit	Update	Vendor	Invoices	Audit	Edit entries within the Audit tab when drilling down into an invoice
Vantaca Admin	Homeowner Ledger Audit	View	Homeowners	Ledger	Audit	View "Audit" tab
Vantaca Admin	Homeowner Ledger Audit	Delete	Homeowners	Ledger	Audit	Delete; Undelete
Vantaca Admin	Homeowner Ledger Audit	Update	Homeowners	Ledger	Audit	Edit

Vantaca IQ

Section	Sub-section	Permission	Tab	Screen	Functionality
Vantaca IQ	Action Items Command Center	View	Vantaca IQ	Action Items Insights	View screen
Vantaca IQ	Association Dashboard	View	Vantaca IQ		View screen
Vantaca IQ	Benchmarks Command Center	View	Vantaca IQ	Industry Benchmarks	View screen
Vantaca IQ	Business Dashboard	View	Vantaca IQ		View screen
Vantaca IQ	Collections Command Center	View	Vantaca IQ	Collections Insights	View screen
Vantaca IQ	Company Command Center	View	Vantaca IQ	Company Insights	View screen
Vantaca IQ	Employee Dashboard	View	Vantaca IQ		View screen
Vantaca IQ	Financial Delivery Command Center	View	Vantaca IQ	Financial Delivery Insights	View screen
Vantaca IQ	Invoice Command Center	View	Vantaca IQ	Invoices Insights	View screen
Vantaca IQ	Payments Command Center	View	Vantaca IQ	Payments Dashboard	View screen
Vantaca IQ	Vantaca IQ	View	Vantaca IQ		View screen
Vantaca IQ	Vantaca IQ Admin	View	Vantaca IQ		View screen

Vendors

Section	Sub-section	Permission	Tab	Screen	Sub-screen	Functionality
Vendor	1099	View	Vendor	1099 Balances		View screen
Vendor	1099	Generate	Vendor	1099 Balances		Close and Create Export/Report
Vendor	1099	Reopen	Vendor	1099 Balances		Reopen closed 1099
Vendor	1099	Update	Vendor	1099 Balances		Edit/Exclude/Include records
Vendor	Approve Invoices	Approve	Accounting	Approve Invoices		View screen
Vendor	Board Approval Override on Invoices	Override	Accounting	Approve Invoices		Allows user to override board approval requirement on invoices
Vendor	Credit Memo	View	Vendor	Credit Memo		View screen
Vendor	Credit Memo	Add/Update	Vendor	Credit Memo		New Credit Memo; Edit
Vendor	Credit Memo	Add/Update	Accounting	Pay Invoices	Credit Memos	Apply Credit Memo to Invoice
Vendor	Credit Memo	Delete	Vendor	Credit Memo		Delete
Vendor	Insurance	View	Vendor	Insurance		View screen
Vendor	Insurance	Add/Update	Vendor	Insurance		New Insurance; Edit
Vendor	Insurance	Delete	Vendor	Insurance		Delete
Vendor	Invoices	View	Vendor	Invoices		View screen
Vendor	Invoices	Add/Update	Association	Services	Edit Contract	Add and edit GL Details
Vendor	Invoices	Add/Update	Vendor	Invoices		Edit; Reclass; see Detail History; New Invoice Detail; Edit Detail History
Vendor	Invoices	Add/Update	Vendor	Invoices	Reclass	Create reclass; New GL
Vendor	Invoices	Add/Update	Accounting	Approve Invoices		Approve Selected Invoices
Vendor	Invoices	Add/Update	Accounting	Pay Invoices		Step invoices
Vendor	Invoices	BackDate on Reclass	Vendor	Invoices	Reclass	unused
Vendor	Invoices	Delete	Association	Services	Edit Contract	Delete GL Details
Vendor	Invoices	Delete	Vendor	Invoices		Delete; Delete Detail History
Vendor	Invoices	Delete	Vendor	Invoices	Reclass	Delete reclass
Vendor	Invoices	Update System-maintained GL	Vendor	Invoices	Reclass	Use a Prepaid/AR GL account
Vendor	Pay Invoices	View	Accounting	Pay Invoices		View screen
Vendor	Pay Invoices	Pay	Accounting	Pay Invoices		Pay Selected Invoices
Vendor	Service Type	View	Vendor	Service Types		View screen
Vendor	Service Type	Add/Update				unused
Vendor	Service Type	Delete				unused
Vendor	Vendor	View	Vendor			View tab
Vendor	Vendor	View	Vendor	Vendor List		View screen
Vendor	Vendor	Add/Update	Vendor	Vendor List		New Vendor; Edit
Vendor	Vendor	Add/Update			Vendor Select Popup	New Vendor; Edit
Vendor	Vendor	Add/Update	Vendor	Action Items		New Action Item
Vendor	Vendor	Delete	Vendor	Vendor List		Delete
Vendor	Vendor	Delete			Vendor Select Popup	Delete
Vendor	Vendor	Merge	Vendor	Vendor List		Merge
Vendor	Vendor Alias	View	Vendor	Vendor Alias		View screen
Vendor	Vendor Alias	Add/Update	Vendor	Vendor Alias		New Alias; Edit
Vendor	Vendor Alias	Delete	Vendor	Vendor Alias		Delete
Vendor	Vendor Contact	View	Vendor	Vendor Contacts		View screen
Vendor	Vendor Contact	Add/Update	Vendor	Vendor Contacts		New Contact; Edit
Vendor	Vendor Contact	Delete	Vendor	Vendor Contacts		Delete
Vendor	Vendor Documents	View	Vendor	Documents		View screen
Vendor	Vendor Documents	Add/Update				unused
Vendor	Vendor Documents	Delete				unused
Vendor	Vendor Documents	Edit Folders	Vendor	Documents		New Folder; Edit Folder; Delete Folder
Vendor	Vendor Payment Method	View	Vendor	Payment Method		View screen 11/28/2021: There is currently a known issue with this permission. Any Role with View Access to the Payment Method screen will also have access to Update and Edit payment methods.
Vendor	Vendor Payment Method	Update	Vendor	Payment Method		New Association Method; Edit
Vendor	Vendor Payment Method	Delete	Vendor	Payment Method		Delete
Vendor	Vendor Payment Method	View				unused
Vendor	Vendor Payment Method	Add/Update				unused

FAQ

Q: Can Vantaca Support mass update role securities for me?

A: No. Vantaca Support cannot make mass updates to role securities in your database. You will need to update role securities manually.

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