Whale Portal permissions
Whale Portal supports different permission levels so you can control who has access to each property and what actions they can take. Below is an overview of how permissions work and how to invite users.
Invite a Whale Admin user
Follow these instructions to give a user access to Whale Admin:
- From the Integrations page, click "More Action" >> "Roles and Permissions"
- Click "Invite Team"
- Enter the Email addresses of those you want to invite.
- Choose a Permission Level and which properties they should be able to access.
- Click "Invite"
Permission levels
Whale Admin users may have Super Admin, Admin, Editor, or Viewer access. Super Admins must have full access to all integrations and properties within an account. Other permission levels may be assigned at the integration or property level.
Here's an overview of each permission level:
|
|
Super Admin* | Admin | Editor | Viewer |
| Integrations (add / edit) | ✏️ Edit | 👀 View | 👀 View | 👀 View |
| Properties (general info, bank info, deposit settings) | ✏️ Edit | ✏️ Edit | 👀 View | 👀 View |
| Deposits (edit amount, send reminders, cancel deposits, etc.) | ✏️ Edit | ✏️ Edit | ✏️ Edit | 👀 View** |
| Users (invite / remove users) | ✏️ Edit | ✏️ Edit | ✖️ No Access | ✖️ No Access |
*Contact support@gowhale.com to request Super Admin access for your account.
**Viewers can also send deposit reminders to residents