> ## Documentation Index
> Fetch the complete documentation index at: https://help.propops.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Types

> PropOps has three account types — Staff, Agent, and Contractor. Each has a distinct set of capabilities and a configurable permission set.

PropOps Web uses three account types to reflect the different roles in a property maintenance operation. Your account type determines which parts of the platform you can access and what actions you can take.

<Note>
  Permissions within each account type are configurable by your administrator. The capabilities described below are what each type can do when fully enabled — your organisation may restrict or expand individual permissions through role-based access control (RBAC). You cannot change your own account type or escalate your own permissions.
</Note>

<Tabs>
  <Tab title="Staff">
    ## Staff

    Staff accounts belong to your internal operations team. They have the broadest access on the platform and are responsible for managing the system, other users, and day-to-day operations.

    ### What staff can do

    * Create, manage, assign, and close jobs across all branches
    * Manage Agent, Contractor, Landlord, and Tenant accounts
    * Configure branches, SLA settings, and job types
    * Access financial records, invoices, and payment data
    * View and manage system settings, notifications, and integrations
    * Run reports and analytics
    * Review the activity log, email log, and security events
    * Manage permissions and roles for all other account types

    ### Typical use cases

    * Property management company operations staff handling the full job workflow
    * System administrators configuring and maintaining the platform
    * Finance team members generating invoices and reconciling payments
    * Directors or managers reviewing analytics and branch performance

    ### How permissions work

    Staff permissions are organised into a **privilege-level hierarchy**. Higher-privilege staff members can assign permissions to lower-privilege accounts, but cannot grant permissions above their own level. This prevents privilege escalation.

    Specific capabilities — such as access to financial data, security settings, or the ability to override SLA rules — are individually toggled by an administrator with sufficient privilege. Your administrator can tell you which permissions your account has.

    <Note>
      Staff accounts are the only account type that bypasses the email verification security check. All other account types must verify their email address before accessing the platform.
    </Note>
  </Tab>

  <Tab title="Agent">
    ## Agent

    Agent accounts are for letting agents and property management staff who handle properties and branches on behalf of landlords. Agents are typically assigned to one or more branches.

    ### What agents can do

    * Create and manage jobs for properties within their assigned branch(es)
    * Add case notes, upload documents, and communicate via email threading
    * View and interact with contractor assignments on their jobs
    * Access branch-level SLA status and performance data
    * View tenant and landlord details relevant to their jobs
    * Raise recalls on completed jobs and submit amendment requests

    ### Typical use cases

    * Lettings agents logging maintenance requests reported by tenants
    * Property managers tracking job progress across a branch portfolio
    * Branch supervisors monitoring SLA compliance and contractor performance

    ### How permissions work

    Agent permissions are scoped to the branches they are assigned to. An agent cannot see jobs, properties, or data belonging to branches outside their assignment unless sharing rules have been configured by a staff administrator.

    Within a branch, individual capabilities — such as the ability to approve jobs, view financial data, or manage contractors — are controlled by your administrator. Agents cannot view or modify their own permission set.
  </Tab>

  <Tab title="Contractor">
    ## Contractor

    Contractor accounts are for trade professionals and their companies. Contractors receive job assignments, carry out works, and submit completion evidence through the platform.

    ### What contractors can do

    * View jobs assigned to them, including property details and access instructions
    * Update job status as work progresses
    * Add case notes and upload photos, videos, and documents to a job
    * Submit amendment requests when job scope or details need to change
    * View their own trade certifications and document records
    * Log time ranges for attendance on site

    ### Typical use cases

    * Plumbers, electricians, and general maintenance contractors receiving and completing jobs
    * Contractor companies managing multiple operatives across a region
    * Trade professionals uploading completion evidence such as certificates or inspection photos

    ### How permissions work

    Contractors can only see jobs assigned to them. They cannot see other contractors' jobs, access financial invoicing data, or view unrelated tenant or landlord records.

    Contractors who are required to hold trade certifications or identity documents must submit these for approval before gaining full access to the platform (see the [document approval guard](/quickstart#document-approval)). Once approved, their certifications are tracked and they receive reminders when documents are approaching expiry.

    Individual permissions — such as the ability to raise recalls or submit amendment requests — are configured by your administrator.
  </Tab>
</Tabs>

***

## Privilege levels and permission assignment

All three account types use role-based access control (RBAC). Permissions span more than 30 categories — covering jobs, users, contractors, financial data, admin settings, and more. See the [Permissions](/permissions/api-permissions) section for the full reference.

Key rules to understand:

* **Your administrator assigns permissions** — you cannot grant yourself access to areas you do not already have permission for.
* **Privilege levels are hierarchical** — a staff member can only assign permissions up to and including their own privilege level. No one can grant a permission they do not hold.
* **Account types are fixed at creation** — only a staff administrator can change your account type. If your role changes, contact your administrator.
* **Staff accounts use roles** — each staff member is assigned a role (e.g. SysOps, Director, Finance, Maintenance Coordinator) that provides a default set of permissions. See [Default Roles](/permissions/roles) for details.

If you believe your permissions are incorrect or you need access to a part of the platform that is currently restricted, speak to your organisation's PropOps administrator.
