Automation & control
Share responsibility without sharing everything.
Enforce access on the server, across pages, records and private files.
Try the workflowHarbour workspace · Illustrative data
Your portfolio, in focus.
Properties12
Open work8
Due today4
Harbour HouseCleaning reviewReady to review
Seabrook ApartmentKitchen tap repairIn progress
Parkside StudioArrival inspectionScheduled
One job. A connected history.
- Photo added
- Cleaning completed
- Timeline updated
- Update ready for review
Illustrative product preview · no live customer data
Why this matters.
Hiding a menu is not enough when a user can still request a record directly.
Keep the important details connected.
Restrict workers to assigned jobs and owners to linked properties.
Keep internal content out of owner responses.
A practical path through the work.
- Choose a role for the person.
- Link the appropriate work or properties.
- Review access whenever the relationship changes.
Before you start
How does permissions fit the property record?+
Choose a role for the person. Link the appropriate work or properties. Review access whenever the relationship changes.
Who can use this workflow?+
Administrators control access; staff and owners see their permitted scope.
What should I know about this release?+
Custom roles and enterprise identity providers are not included.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Reporting
Filter operational records and prepare owner reports from the information your team has recorded.
Explore 03Automations
Use explicit rules to turn operational signals into notifications and follow-up records.
ExploreRun your portfolio
from one place.
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