User Roles & Permissions (Juniper)

Homeowners can:

• View data related only to their own home.
• Submit service requests and send messages (with file uploads).
• Access the Dashboard and My Home views.
• Receive email notifications for messages, announcements, and automated updates.
• View key contacts (e.g., customer care, property manager).
  
  

Additional Notes:

• Notification settings can be modified under Settings.
• Access can be limited to “Dashboard only” to hide the My Home view.

• The Homeowner Dashboard is the default landing page unless left blank.

One homeowner can be designated as the Primary Contact to receive all service-related messages and updates.

Occupants have the same permissions as homeowners.

Realtors have read-only access to the units they’re linked to. They:

• Cannot submit service requests or send messages.
• Can view documents, manuals, and announcements.
• Can support purchasers in learning and using Juniper.

Tip: Inviting realtors is recommended but optional.

Service Providers can:

• Access only the service requests assigned to them.
• Message homeowners about those requests.
• Upload documents and update status (including closing requests).
  
  

Vendors have the same permissions as Service Providers.

Tip: The Vendor role is ideal for tracking suppliers and identifying quality issues per project.

Service Managers can:

• Access the Service Request Dashboard only.
• Bulk update, assign, and edit service requests.
• Export service requests to PDF or CSV.
• Send messages within service requests.
  
  

Strata Managers can:

• View and act on service requests for the units and common areas assigned to them, including creating new requests and updating status.

• View People, Notes (if shared with them), Messages, and Walkthroughs for their assigned units.

• Access a dashboard showing their assigned units and common areas, grouped by property.

Strata Managers cannot edit any property, contact, or catalog details.

Additional Notes:

Administrators assign strata managers to a project's common areas, to individual units, or both. Assignment is most often used for shared common areas, but individual unsold units can also be assigned, often temporarily.

Assignment can be done unit by unit or in bulk.

Property Developers can:

• Edit property, suite, contact, and catalog details.
• Manage the full scope of the platform's configuration.
  
  

Admins have the highest level of access, including full access to all properties on the platform, regardless of assignment. They always have full access to all features regardless of permission settings. In addition to everything a Property Developer can do, Admin users can also do things like change another user's role or email address.