User Access Conditions - Admin vs Standard
In the Company Portal, create Admin and Standard users, give them access to buildings and set what they can display, read, edit and delete in each section.
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Admin vs Standard Users
Every user has a Type of Role, which controls where they can go in MYBOS.
| Role | What they can access | Best for |
|---|---|---|
| Admin | The Building Portal for their associated buildings, plus the Company Portal to manage users, buildings and permissions | Portfolio managers and team leads. |
| Standard | The Building Portal for their associated buildings only | Building managers, concierge, cleaners and other on-site staff |
Within each building, the Permissions table controls what a user can do in each section of MYBOS, such as Cases, Residents, Keys, Parcels, Budget and Settings. Each section has four permissions: Display, Read, Edit and Delete.
Giving a User Access to Another Building
Step 1: In the Company Portal, select Users, then select the user's name.
Step 2: Select Edit in the top right.
Step 3: Under Associated Buildings, tick the Access checkbox for each building the user needs.
Step 4: Under Permissions, select the new building from the Select Building dropdown and set the user's permissions for that building.
Step 5: Select Update.
❗ Permissions are set per building. A user with full access at one building starts with no permissions at a new building until you set them.
Note: Only buildings in your company appear in the list. To add a building that isn't listed, contact sales@mybos.com.
Setting Up Read-Only Access
To let someone view information without changing it (for example, a committee representative or auditor), create them as a Standard user and set their permissions for each section:
- Turn on Display and Read for the sections they need to see, such as Cases and Work Order Sent.
- Turn off Edit and Delete.
- Turn off all four permissions for sections they shouldn't see, such as Residents, Apartments and Settings.
💡 Leave Residents off to keep residents' personal details private.
On the Users screen, tick one or more users to apply a bulk action: Active, Inactive, Enable MFA, Disable MFA, Reset MFA, Reset Password, Resend Invite or Delete User.
💡 If the invite expires before the user logs in, tick their name on the Users screen and select Resend Invite.
❗ Adding someone to Staff creates a contact listing only. It doesn't give them a MYBOS login. To give a staff member access to MYBOS, an Admin needs to create a user in the Company Portal. See Company Portal - Managing Users.
Note: If a committee member needs to view cases or work orders in the Building Manager Portal, an Admin can create a separate Standard user for them with read-only permissions. See Setting Up Read-Only Access.