Platform, security & integrations
Roles & section permissions
Decide who sees accounts, repairs or sales.
Ready to use today
How to use roles & section permissions
Decide who sees accounts, repairs or sales. Use it within Team work & approvals alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Create the task with an owner, priority, due date and optional recurrence.
- 2.Use the team board, notes and knowledge pages to keep handoffs visible. Mentions notify permitted colleagues.
- 3.Review approvals and overdue work. Money approvals remain controlled by the configured approval rules.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
Why it matters
Generic tools leak data between staff and can't prove who changed what.
What changes
Roles, branch isolation, a full change history, an API and an installable phone app.
More in platform, security & integrations
- Full change historyWho changed what, and when, on every record.
- Approval rulesAmounts above a limit need a second person.
- Public API & webhooksConnect other tools with scoped, signed access.
- Calendar feedViewings and due dates in Google or Outlook calendars.
- Data export & importDownload everything in open formats, any time.
- Installable phone appAdd PropertyFlow to a phone's home screen.
- Light & dark modesComfortable to use day and night.
- Accessibility settingsLarger text, higher contrast and reduced motion.
- Single sign-on (SSO)SoonSign in with your company's identity provider.
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