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 (or Property) Managers can:

• Access and act on common area service requests only.
• Cannot edit any property details or catalog items. 

The Strata Manager role functions similarly to the Service Provider role but is restricted to shared spaces.

Property Developers have the highest level of access. They can:

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