Assign roles and permissions

This article explains what roles exist in WEGly and how to change the role of a member.

How it works

WEGly has 4 roles that determine what a member can see and do in the app.

The 4 roles at a glance

Administrator

• Full management rights
• Can manage HOA data, units, and members
• Can create and close votes
• Can upload and delete all documents
• Can create and assign tasks

Advisory board

• Extended rights for advisory board members
• Can create and assign tasks
• Can upload documents
• Cannot manage HOA data or memberships

Owner

• Standard rights for property owners
• Can read all content
• Can create posts on the bulletin board
• Can participate in votes
• Cannot perform administrative actions

Tenant

• Restricted read access
• Can read shared documents
• Can read bulletin board posts
• Has no access to finances or minutes

Change a member's role

1. Navigate to Organisation in the sidebar.
2. Click the Members tab.
3. Find the desired member in the table.
4. Click the current role in that member's row.
5. Select a new role from the dropdown.
6. The change is saved immediately.

Invite new members with a role

When inviting a new member (button Invite member), you select the role directly. For more details, see Manage owners.

Tips

• Appoint at least 2 people as Administrator. That way the HOA can still be managed if one person is unavailable.
• Only grant the Administrator role to people you know and trust.
• Tenants have very restricted rights. This is the expected setup in most HOAs.

Frequently asked questions

Can I change my own role? No. An administrator cannot change their own role as long as they are the only administrator. Appoint another administrator first.

What happens to existing content when I change a member's role? Existing content (tasks, posts) is retained. Access permissions are updated immediately. The member will only see what corresponds to their new role.