Buildium Bookkeeping User Access

[Edward Mccracken]

I'm getting high tech now with using all of buildiums features. I'm running into an issue with their bill paying ability and transferring money from accounts. So I have a VA doing all of my bookkeeping, but in order to give them access to the banking features I also have to give them access to bill paying. Is there a work around for this? How does everyone else do this? Or do you take the chance that they can send money to who ever? Any help or suggestions would be great!

I emailed Buildium and ask and this is what they responded with:

Thanks for reaching out! You will want to customize a user role (Settings > User roles) to have View and Edit access for most permissions, however you will want to set the user role's Accounting Menu > Banking permission to View access only.

The Accounting Menu > Banking permission restricts:

Access to bank accounts for the user's properties

Access to bank accounts not associated with any property

Ability to pay bills, owners, vendors by check or EFT

Ability to record checks, issue refunds, reverse payments

To reiterate - in order to prevent these users from sending checks or transferring money, they would also not have Edit access to the above features. These features tend to go hand in hand and are toggled via the same permission - there is no current functionality to edit user access on a more minute level.

[Jeff Gates]

This is role based access controls. This segregation must be part of the foundation product.

[Will F.]

Originally posted by @Edward Mccracken:

I'm getting high tech now with using all of buildiums features. I'm running into an issue with their bill paying ability and transferring money from accounts. So I have a VA doing all of my bookkeeping, but in order to give them access to the banking features I also have to give them access to bill paying. Is there a work around for this? How does everyone else do this? Or do you take the chance that they can send money to who ever? Any help or suggestions would be great!

I emailed Buildium and ask and this is what they responded with:

Thanks for reaching out! You will want to customize a user role (Settings > User roles) to have View and Edit access for most permissions, however you will want to set the user role's Accounting Menu > Banking permission to View access only.

The Accounting Menu > Banking permission restricts:

Access to bank accounts for the user's properties

Access to bank accounts not associated with any property

Ability to pay bills, owners, vendors by check or EFT

Ability to record checks, issue refunds, reverse payments

To reiterate - in order to prevent these users from sending checks or transferring money, they would also not have Edit access to the above features. These features tend to go hand in hand and are toggled via the same permission - there is no current functionality to edit user access on a more minute level.

Hey Edward, I also use buildium and am trying to have a VA help with book keeping. Please let me know how you got the VA and where. Any recommendations on how to get it all set up or if you could share how you manage or systemize it?