This article defines QuikStor permissions in plain language so admins can better understand what access each permission area provides.
Permissions are divided into two main sections:
Corporate permissions: Control access to company-level administration, settings, templates, API access, documents, and reporting
Facility permissions: Control access to day-to-day operations inside a facility, including tenant workflows, financial actions, communication, configuration, and reporting. Please note that facility permissions can be set differently for each facility for a given Role.
Use this article as a reference when building or reviewing roles.
Please note that a single permission may appear in more than one of the subheadings below. Some of the subheadings show you the exact minimum permissions required to allow specific workflows in the system.
Corporate Level Permissions
These are the permissions that grant access to specific functionality in the Corporate view (selecting "Corporate" in the Facility/Corporate selector).
Facility
These permissions allow the user to manage facilities in the Facilities List in the Corporate view.
Create: Allows the creation of new facilities in your QuikStor environment.
Read: Allows the ability to view facility information.
Edit: Allow the editing of facility information.
Please note that there is no permission to delete a facility. QuikStor does not allow for the deletion of facilities to ensure referential integrity of the system's data. If you no longer need a facility, you can mark it as inactive if you have the "Edit" permissions.
Facility Groups
These permissions define the Role's/User's ability to manage Facility Groups. Facility groups are mainly used for Corporate Reporting purposes. QuikStor supports public groups (groups that every user who has permission to access corporate reporting will see) and private groups (those that will only be available to an individual user. The intent of private groups is to eliminate clutter in public groups. That is, you can have a small number of standard, public groups, and any user can create their own private groups to meet their needs. No single user will need to look at a very large list of facility groups.
Read Public: View public facility groups
Create Public: Create public facility groups
Edit Public: Edit public facility groups
Delete Public: Delete public facility groups
Manage Private: Manage personal (private) facility groups
User
Permissions in the user category allow you to manage your company's users.
Add: Allow the creation of new company users. Company users are users in your organization, not tenants.
Read: Allows viewing company user information.
Edit: Allows the editing of user details, including their name, phone number.
Edit Role: Allows the ability to assign or change the permissions Role assigned to a user.
Clear MFA: Allow the ability to reset a individual user's multi-factor authentication credential so they can set it up again if they have lost or changed their MFA device.
Manage Company Security Policy: Allows the ability to set whether multi-factor authentication is required for all users at the corporate/company level or allow each user to decide whether they want to enable it.
User Group
User groups are used mainly for task management. If you have the appropriate permissions, you can define a group of users and tasks assigned to that group will be assigned to all users in the group. Only one user assigned in the group will need to act on the task for it to be completed. Please note that membership in a User Group does not have any affect on permissions. Only the role assigned to a user affects permissions.
Create: Ability to create new user groups
Read: Ability to view user groups
Edit: Ability to edit an existing user group
Role
Role permissions are the most sensitive in the system. These permissions allow user to define and/or change who has access to specific functionality/information in your system. It is highly recommended that only a few, super administrators have the ability to manipulate Roles in your system.
Create: Ability to create new roles
Read: Ability to view existing roles and the permissions assigned to them
Edit: Ability to edit existing roles and the permissions assigned to them
Delete: Ability to delete roles
Fee
Fee permissions allow a user to manage fees that are defined in the system.
Create: Create new fees
Read: View fees
Edit: Edit fees
Retail Item
These permissions allow the user to manage retail items that are available for sale in QuikStor.
Create: Allows the user to create new retail items.
Read: Allows the user to view retail items.
Edit: Allows the user to edit retail items.
Special
These permissions allow the user to manage specials and promotions in QuikStor.
Create: Allows the user to create new specials.
Read: Allows the user to view specials.
Edit: Allows the user to edit specials.
Coupon
These permissions allow the user to manage coupon codes in QuikStor.
Create: Allows the user to create new coupons.
Read: Allows the user to view coupons.
Edit: Allows the user to edit coupons.
Security Deposit
These permissions allow the user to manage security deposit definitions in QuikStor.
Create: Allows the user to create new security deposit types.
Read: Allows the user to view security deposits.
Edit: Allows the user to edit security deposits.
Coverage
To use a single term for both tenant protection and insurance in QuikStor, we use the term Coverage. Coverage permissions are handled differently than many other permissions in the system. Users can be granted permission to view coverage options in QuikStor, but if you need to add or edit an existing coverage option, you must contact QuikStor Support. This is done to help ensure consistency in reporting data sent to integrated insurance partners.
Read: Allows the user to view coverage settings.
Unit Group
These permissions allow the user to manage unit group definitions and company-level street rates in QuikStor.
Create: Allows the user to create new unit groups.
Read: Allows the user to view unit groups.
Edit: Allows the user to edit unit groups.
Edit Street Rate: Allows the user to change street rates at the company level.
Template
These permissions allow the user to manage document templates and email or SMS notification templates in QuikStor.
Create: Allows the user to create new templates.
Read: Allows the user to view templates.
Edit: Allows the user to edit templates.
Assign: Allows the user to assign templates to facilities.
Email Branding Template
These permissions allow the user to manage email branding templates, including items such as logos, colors, and other branding elements used in email communications.
Create: Allows the user to create new email branding templates.
Read: Allows the user to view email branding templates.
Edit: Allows the user to edit email branding templates.
Assign: Allows the user to assign email branding templates to facilities.
Trigger
These permissions allow the user to manage customer triggers and the rules that send communications when those triggers are activated.
Create: Allows the user to create new triggers.
Read: Allows the user to view triggers.
Edit: Allows the user to edit triggers.
Assign: Allows the user to assign triggers to facilities.
Delinquency
These permissions allow the user to manage delinquency templates and auction-related settings at the company level in QuikStor.
Create Template: Allows the user to create delinquency templates.
Read Template: Allows the user to view delinquency templates.
Edit Template: Allows the user to edit delinquency templates.
Read Auction Settings: Allows the user to view auction settings.
Update Auction Settings: Allows the user to change auction settings.
Read Auction Settings Newspaper Publishers: Allows the user to view newspaper publishers configured for auction notices.
Read Newspaper Advertisements: Allows the user to view newspaper advertisement records.
Create Newspaper Advertisements: Allows the user to create newspaper advertisements.
Task
These permissions allow the user to manage company-level work tasks in QuikStor.
Read: Allows the user to view company tasks.
Act On Others Assigned Tasks: Allows the user to take action on tasks assigned to other users.
Lead Sources
These permissions allow the user to manage the lead sources used in QuikStor.
Create: Allows the user to create new lead sources.
Read: Allows the user to view lead sources.
Edit: Allows the user to edit lead sources.
Tenant Portal
These permissions allow the user to manage tenant portal settings at the company level in QuikStor.
Read: Allows the user to view tenant portal settings.
Edit: Allows the user to change tenant portal settings.
Read Analytics: Allows the user to view company-level analytics settings for the tenant portal.
Edit Analytics: Allows the user to change company-level analytics settings for the tenant portal.
Warning List
These permissions allow the user to view the company-wide Warning List in QuikStor.
Read Warning List: Allows the user to view the company Warning List.
End User
These permissions allow the user to view end users at the company level in QuikStor.
Read Company End Users: Allows the user to view end users across the company.
Phone Center
These permissions allow the user to view company-level calling history in QuikStor.
Read History: Allows the user to view company calling center history.
Print Center
These permissions allow the user to manage the company-level print queue and related mailing workflows in QuikStor.
Read: Allows the user to view the company print queue.
Print: Allows the user to mark documents as printed.
Merge: Allows the user to merge print jobs.
Create Proof Of Mailing Template: Allows the user to create proof of mailing templates.
Read Proof Of Mailing Template: Allows the user to view proof of mailing templates.
Read Mail Status: Allows the user to view company mail status.
Send To Mail House: Allows the user to send company documents to the mail house.
API Access
These permissions allow the user to manage API credentials, API keys, and related API access settings in QuikStor.
Read Client Credentials: Allows the user to view API client credentials.
Read Secrets: Allows the user to view client credential secrets.
Read API Settings: Allows the user to view API configuration settings.
Edit Client Credentials: Allows the user to change API client credentials.
Edit API Settings: Allows the user to change API configuration settings.
Read API Keys: Allows the user to view API keys.
Manage API Keys: Allows the user to create, edit, or delete API keys.
Report
These permissions control access to company-level reports in QuikStor. Each report has its own permission, so access can be granted only to the specific reports a role needs to view.
Occupancy Statistics: Gives access to the Occupancy Statistics report.
Movement Analysis: Gives access to the Movement Analysis report.
Rent Roll: Gives access to the Rent Roll report.
Delinquency: Gives access to the Delinquency report.
Payments By Type: Gives access to the Payments By Type report.
Street Rates By Unit Group: Gives access to the Street Rates By Unit Group report.
Lead Activity: Gives access to the Lead Activity report.
In Place Rates By Unit: Gives access to the In Place Rates By Unit report.
Merchandise Sales Detail: Gives access to the Merchandise Sales Detail report.
Lease Property Information: Gives access to the Lease Property Information report.
Vehicle: Gives access to the Vehicle report.
Unit Movement: Gives access to the Unit Movement report.
Failed Payments: Gives access to the Failed Payments report.
Journal Entries (Account Detail): Gives access to the Journal Entries (Account Detail) report.
Journal Entries By Day (Account Detail): Gives access to the Journal Entries By Day (Account Detail) report.
Management: Gives access to the Management report.
Report Schedule
These permissions allow the user to manage scheduled reports in QuikStor.
Read: Allows the user to view scheduled reports.
Create: Allows the user to create scheduled reports.
Update: Allows the user to edit scheduled reports.
Delete: Allows the user to delete scheduled reports.
Facility Level Permissions
These are the permissions that grant access to specific functionality for an individual facility (selecting a specific facility in the Facility/Corporate selector). QuikStor's security and permission model let you get granular when it comes to what functionality you want to grant at each individual facility to a specific Role.
Facility level permissions in this section are organized by specific workflows that you may want to perform in the system. For any subheading that is a workflow, you will see which permissions are required at minimum to perform that workflow. If you to not have all of the permissions required, you will not be able to perform the basic workflow. Additionally, due to this workflow-driven structure, you may see the same permission repeated in the workflows below.
Move In
All permissions that are required, along with those that are optional, in order to move a tenant into a unit.
Move-In (Required): Base ability to perform a move-in at the facility.
View Unit (Required): Gives the ability to see details about the unit the tenant is moving into.
View Tenant (Required): Gives the ability to see tenant information for the tenant being moved into the unit.
Add Tenant (Required): Allows the creation of a new tenant record, which is required if a new tenant is being created as part of the move-in process.
View Lease (Required): Allows the user to load and view the lease and associated invoice data so the system can calculate the transaction that must be paid as part of the move-in process.
View Field Settings (Required): Allows the user to view field settings for the facility so the system knows which fields are mandatory during move-in.
View Unit Specials (Optional): Gives the ability to see available specials on the financial page.
View Max Rent Increase (Optional): Allows the user to view the max rent increase settings for the lease during move-in.
Edit Max Rent Increase (Optional): Allows the user to modify the max rent increase percentage during the move-in.
Edit One Time Fees Price (Optional): Allows the user to change the prices of one-time, non-recurring fees on the move-in invoice.
Remove Fee (Optional): Allows the user to remove fees that are automatically added to the move-in invoice.
Edit Item Quantity (Optional): Allows the user to change item quantities on the move-in invoice.
Edit Item Price (Optional): Allows the user to change item prices on the move-in invoice.
Remove Item (Optional): Allows the user to remove items from the move-in invoice.
Edit Security Deposit Price (Optional): Allows the user to modify the security deposit amount that is pre-calculated on the move-in invoice.
View Autopay Postponement (Optional): Allows the user to see autopay postponement settings.
Edit Autopay Postponement (Optional): Allows the user to modify the autopay postponement settings. This is used if your facility allows tenants to choose a day after the paid-through date when their automatic payment will process. For example, if your facility allows autopay to be set for up to 5 days after the rent due date, this is the permission required to set that day.
Move Out
These permissions control a user’s ability to complete the move-out process for a tenant. This includes access to the unit, tenant, lease, and facility field settings that QuikStor uses to validate and complete the move-out.
Move-Out (Required): Base ability to perform a move-out at the facility.
View Unit (Required): Gives the ability to see details about the unit the tenant is moving out of.
View Tenant (Required): Gives the ability to see tenant information for the tenant being moved out of the unit.
View Lease (Required): Allows the user to load and view the lease data needed to complete the move-out process.
View Field Settings (Required): Allows the user to view field settings for the facility so the system knows which fields are mandatory during move-out.
Transfer
These permissions control a user’s ability to transfer a tenant from one unit to another. This includes access to the current and new unit, tenant and lease information, facility field settings, and any invoice changes that may be needed as part of the transfer process.
Transfer (Required): Base ability to perform a transfer from one unit to another at the facility.
View Unit (Required): Gives the ability to see details about both the source unit and the target unit involved in the transfer.
View Tenant (Required): Gives the ability to see tenant information for the tenant being transferred.
View Lease (Required): Allows the user to load and view the lease and invoice data needed to complete the transfer process.
View Field Settings (Required): Allows the user to view field settings for the facility so the system knows which fields are mandatory during the transfer.
Delete Lease (Optional): Allows the user to discard a transfer draft before the transfer is finalized.
Add Item (Optional): Allows the user to add items to the transfer invoice.
Edit Item Quantity (Optional): Allows the user to change item quantities on the transfer invoice.
Edit Item Price (Optional): Allows the user to change item prices on the transfer invoice.
Remove Item (Optional): Allows the user to remove items from the transfer invoice.
Add Fee (Optional): Allows the user to add fees to the transfer invoice.
Edit Fee Price (Optional): Allows the user to change fee prices on the transfer invoice.
Remove Fee (Optional): Allows the user to remove fees from the transfer invoice.
Lead Management
These permissions control a user’s ability to work with leads in QuikStor. This includes creating and viewing lead records, updating lead details, reserving units, and in some cases starting the move-in process directly from the lead. Please note that leads are associated to tenant records. If a tenant record doesn't exist, a "prospect tenant" record will be created when creating the lead.
View Lead (Required): Gives the ability to see lead information for prospects in the system.
Create Lead (Required): Allows the user to create new lead records for prospective tenants.
Edit Lead (Optional): Allows the user to modify lead details after the lead has been created.
View Field Settings (Optional): Allows the user to view field settings for the facility. This is needed when starting a move-in from a lead so the system knows which fields are mandatory.
Reserve Unit (Optional): Allows the user to reserve a unit for a lead.
Move-In (Optional): Allows the user to start a move-in directly from a lead record.
Tenant Management
These permissions control a user’s ability to manage tenant profiles in QuikStor outside of the move-in and move-out process. This includes viewing and updating tenant details, managing notes and documents, working with access credentials, and handling certain account-level controls tied to the tenant record.
View Tenant (Required): Gives the ability to see tenant information in QuikStor.
Add Tenant (Required): Allows the user to create new tenant records.
Edit Tenant (Optional): Allows the user to modify tenant details after the tenant record has been created.
Create Note (Optional): Allows the user to add notes to a tenant profile.
View Audit Trail (Optional): Allows the user to view the tenant’s change history, including updates made to the tenant record over time.
Exclude Tenant (Optional): Allows the user to exclude a tenant from the delinquency process.
View Keycodes (Optional): Allows the user to see the tenant’s keycodes.
Manage Keycodes (Optional): Allows the user to create, edit, or otherwise manage the tenant’s keycodes.
Manage Warning List (Optional): Allows the user to add or remove tenants from the warning list.
View Tenant Document (Optional): Allows the user to see documents attached to the tenant profile.
Add Tenant Document (Optional): Allows the user to upload documents to the tenant profile.
Edit Document Category (Optional): Allows the user to change the category assigned to a tenant document.
View Balance Due (Optional): Allows the user to see the tenant’s current balance due.
Unit Management
These permissions control a user’s ability to manage units and their setup in QuikStor. This includes viewing and editing unit details, rates, billing settings, assigned fees and deposits, templates, reservations, retail items, and other configuration tied to the unit record.
View Unit (Required): Gives the ability to see unit information in QuikStor.
View Assigned Fees (Required): Allows the user to see fees that are assigned to a unit.
View Security Deposit (Required): Allows the user to see the security deposit configuration assigned to a unit.
Create Unit (Optional): Allows the user to create new unit records.
Edit Unit (Optional): Allows the user to modify unit details after the unit has been created.
Edit Street Rate (Optional): Allows the user to change the street rate for a unit.
Assign Fees (Optional): Allows the user to assign fees to a unit.
View Billing Period (Optional): Allows the user to see the billing period assigned to a unit.
Edit Billing Period (Optional): Allows the user to change the billing period assigned to a unit.
View Rate Increase Schedule (Optional): Allows the user to see the rate increase schedule assigned to a unit.
Edit Rate Increase Schedule (Optional): Allows the user to change the rate increase schedule assigned to a unit.
Create Note (Optional): Allows the user to add notes to a unit record.
View Audit Trail (Optional): Allows the user to view the unit’s change history, including updates made to the unit over time.
View Reservations (Optional): Allows the user to see reservations associated with a unit.
Edit Reservation (Optional): Allows the user to modify reservations associated with a unit.
Assign Security Deposit (Optional): Allows the user to assign a security deposit to a unit.
View Delinquency Template (Optional): Allows the user to see the delinquency template assigned to a unit.
Assign Delinquency Template (Optional): Allows the user to assign a delinquency template to a unit.
View Document Template (Optional): Allows the user to see document templates assigned to a unit.
Assign Document Template (Optional): Allows the user to assign document templates to a unit.
View Retail Items (Optional): Allows the user to see retail items assigned to a unit.
Edit Retail Items (Optional): Allows the user to modify retail items assigned to a unit.
Assign Retail Items (Optional): Allows the user to assign retail items to a unit.
Lease Management
These permissions control a user’s ability to manage existing leases in QuikStor after move-in has been completed. This includes viewing lease details, charges, balances, and documents, as well as making updates to the lease, applying credits, managing rate changes, reversing certain lease actions, and controlling delinquency-related settings.
View Lease (Required): Gives the ability to see lease information in QuikStor.
View Recurring Charges (Required): Allows the user to see recurring charges that are assigned to a lease.
View Lease Document (Optional): Allows the user to view documents attached to the lease.
Edit Lease (Optional): Allows the user to modify lease details after the lease has been created.
Delete Lease (Optional): Allows the user to delete a lease record.
Import (Optional): Allows the user to import leases from another system into QuikStor.
View Balance Due (Optional): Allows the user to see the current balance due on a lease.
Edit Fees (Optional): Allows the user to add fees to a lease.
Delete Fees (Optional): Allows the user to remove fees from a lease.
View Field Settings (Optional): Allows the user to view field settings and field configuration for the facility.
Edit Field Settings (Optional): Allows the user to modify field settings and field configuration for the facility.
Apply General Credit (Optional): Allows the user to apply a general credit to a lease.
Reverse General Credit (Optional): Allows the user to reverse a previously applied general credit.
Schedule Rate Change (Optional): Allows the user to schedule a future rate change for a lease.
Remove Scheduled Rate (Optional): Allows the user to cancel a scheduled future rate change.
View Max Rent Increase (Optional): Allows the user to see the max rent increase configuration for a lease.
Edit Max Rent Increase (Optional): Allows the user to modify the max rent increase configuration for a lease.
Remove Max Rent Increase (Optional): Allows the user to remove the max rent increase configuration from a lease.
Undo Move-In (Optional): Allows the user to reverse a completed move-in.
Undo Move-Out (Optional): Allows the user to reverse a completed move-out.
Create Pro Rate Invoice (Optional): Allows the user to create a pro-rate invoice for a lease.
Terminated Lease Payment (Optional): Allows the user to accept a payment on a terminated lease.
Write Off Balance (Optional): Allows the user to write off an outstanding balance on a lease.
View Audit Trail (Optional): Allows the user to view the lease’s change history, including updates made to the lease over time.
Exclude Lease (Optional): Allows the user to exclude a lease from the delinquency process.
Payment & Billing
These permissions control a user’s ability to accept payments and manage payment-related settings in QuikStor. This includes loading the information needed to render the payment form, viewing balances and available payment methods, accepting payments, managing stored payment methods, and printing receipts.
Create One Time Payment (Required): Base ability to accept a one-time payment in QuikStor.
View Payment Config (Required): Allows the user to load payment settings that are required to render the payment form.
View Balance Due (Required): Allows the user to load balance information that is required to render the payment form and determine the amount due.
View Payment Method (Required): Allows the user to load and view the payment methods available for the tenant or lease.
Create Partial Payment (Optional): Allows the user to accept a partial payment instead of requiring payment of the full balance due.
Edit Payment Config (Optional): Allows the user to modify payment settings in QuikStor.
Edit Autopay Postponement (Optional): Allows the user to modify the facility-level autopay postponement settings.
Create Payment Method (Optional): Allows the user to add a new payment method to the tenant or lease.
Edit Payment Method (Optional): Allows the user to modify an existing payment method.
Delete Payment Method (Optional): Allows the user to remove a payment method.
Print Receipt (Optional): Allows the user to print a receipt after a payment is completed.
Lease Auto Billing / Auto Payment
These permissions control a user’s ability to manage automatic recurring billing and automatic payments on leases in QuikStor. This includes setting up auto billing for a lease, updating the billing settings later, or removing the automatic billing setup entirely.
Create (Required): Allows the user to set up auto billing or auto payment on a lease.
Edit (Optional): Allows the user to modify the auto billing or auto payment settings on an existing lease.
Delete (Optional): Allows the user to remove auto billing or auto payment from a lease.
One-Off Invoices
These permissions control a user’s ability to create ad hoc invoices in QuikStor outside of the regular billing process. This includes creating one-time invoices for fees or items, as well as adjusting the contents of the invoice before it is finalized.
Create Fee Invoice (Required): Allows the user to create a one-off invoice for fees outside of the regular billing cycle.
Create Item Invoice (Required): Allows the user to create a one-off invoice for items outside of the regular billing cycle.
Add Item (Optional): Allows the user to add items to the invoice.
Add Fee (Optional): Allows the user to add fees to the invoice.
Edit Item Price (Optional): Allows the user to change item prices on the invoice.
Edit Item Quantity (Optional): Allows the user to change item quantities on the invoice.
Edit Fee Price (Optional): Allows the user to change fee prices on the invoice.
Remove Item (Optional): Allows the user to remove items from the invoice.
Remove Fee (Optional): Allows the user to remove fees from the invoice.
Transaction History
These permissions control a user’s ability to view and manage past transactions in QuikStor. This includes reviewing transaction history, seeing detailed line items and journal entries, and taking action on existing transactions such as waiving charges, reversing payments, or marking exceptions like chargebacks and NSF payments.
View Transactions (Required): Allows the user to see transaction history in QuikStor.
View Line Items (Optional): Allows the user to see detailed line items within individual transactions.
View Journal Entries (Optional): Allows the user to see the journal entries associated with transactions.
Waive Charge (Optional): Allows the user to waive a charge on a transaction.
Reverse Payment (Optional): Allows the user to reverse a previously recorded payment.
Mark Chargeback (Optional): Allows the user to mark a credit card payment as a chargeback.
Mark NSF (Optional): Allows the user to mark a check payment as non-sufficient funds.
Bank Deposits
These permissions control a user’s ability to view and manage bank deposits in QuikStor. This includes reviewing existing bank deposit records, creating new deposits, and deleting deposits when needed.
View Bank Deposits (Required): Allows the user to see bank deposit records in QuikStor.
Create Bank Deposit (Optional): Allows the user to create a new bank deposit record.
Delete Bank Deposit (Optional): Allows the user to delete an existing bank deposit record. Please note, for data integrity, a user with this permission is only allowed to delete the most recent bank deposit record. If you need to delete an earlier bank deposit record, you will need to delete each bank deposit record after it in order to be able to delete it.
Revenue Management
These permissions control a user’s ability to manage pricing, rate changes, and competitive analysis in QuikStor. This includes updating unit street rates, reviewing unit and lease data used in revenue views, managing rate increase settings and templates, and working with competitor and competitor pricing information.
Edit Street Rate (Required): Allows the user to change street rates for units.
View Unit (Required): Gives the ability to see unit data that is used in rate and pricing views.
View Lease (Required): Gives the ability to see lease data that is used in in-place rate views.
Edit Lease (Required): Allows the user to apply rate changes to leases.
View Rate Change Notice (Optional): Allows the user to see rate change notices associated with lease increases.
Edit Rate Change Notice (Optional): Allows the user to create or modify rate change notices.
View Schedule Template (Optional): Allows the user to see rate increase schedule templates.
Create Schedule Template (Optional): Allows the user to create a new rate increase schedule template.
Edit Schedule Template (Optional): Allows the user to modify an existing rate increase schedule template.
Delete Schedule Template (Optional): Allows the user to delete a rate increase schedule template.
Schedule Rate Change (Optional): Allows the user to schedule a future rate change for a lease.
Remove Scheduled Rate (Optional): Allows the user to cancel a scheduled future rate change.
View Max Rent Increase (Optional): Allows the user to see max rent increase settings.
Create Max Rent Increase (Optional): Allows the user to create max rent increase settings.
Edit Max Rent Increase (Optional): Allows the user to modify max rent increase settings.
View Competitors (Optional): Allows the user to see competitor information used for revenue management and pricing analysis.
Manage Competitors (Optional): Allows the user to add or edit competitor records.
View Competitor Pricing (Optional): Allows the user to see competitor pricing data.
Delinquency
These permissions control a user’s ability to view and manage the delinquency process in QuikStor. This includes reviewing the delinquency workflow, updating the process, assigning delinquency templates, and excluding specific leases or tenants from delinquency when needed.
View Process (Required): Allows the user to see the delinquency process configured in QuikStor.
Update Process (Optional): Allows the user to make changes to the delinquency process.
View Template (Optional): Allows the user to see which delinquency template is assigned.
Assign Template (Optional): Allows the user to assign a delinquency template.
Exclude Lease (Optional): Allows the user to exclude a specific lease from the delinquency process.
Exclude Tenant (Optional): Allows the user to exclude a specific tenant from the delinquency process.
Tasks
These permissions control a user’s ability to view and manage work tasks at the facility in QuikStor. This includes seeing existing tasks, creating new ones, updating assigned work, and taking action on tasks that belong to other users when needed.
View Tasks (Required): Allows the user to see facility tasks in QuikStor.
Create Task (Optional): Allows the user to create new tasks.
Edit Task (Optional): Allows the user to modify existing tasks.
Act on Others' Tasks (Optional): Allows the user to take action on tasks that are assigned to other users.
Coverage (Insurance & Tenant Protection)
These permissions control a user’s ability to view and manage coverage settings in QuikStor, including insurance and tenant protection options. This includes seeing assigned coverage, viewing the unit-level settings used during move-in, and creating or updating coverage configuration for units.
View Coverage (Required): Allows the user to see coverage that is assigned in QuikStor.
View Coverage Settings (Required): Allows the user to see unit-level coverage configuration. This is needed during move-in when coverage is required so the system can determine the available coverage setup for that unit.
Assign Coverage (Optional): Allows the user to assign coverage to a unit.
Create Coverage Settings (Optional): Allows the user to create coverage settings for a unit.
Edit Coverage Settings (Optional): Allows the user to modify coverage settings for a unit.
Delete Coverage Settings (Optional): Allows the user to remove coverage settings from a unit.
Facility Map
These permissions control a user’s ability to view and manage the visual facility map in QuikStor. This includes seeing the facility layout and, when permitted, making changes to the map configuration and layout.
View Map (Required): Allows the user to see the facility map in QuikStor.
Edit Map (Optional): Allows the user to modify the facility map layout.
Site Access & Security
These permissions control a user’s ability to manage site access and security settings in QuikStor. This includes gate access, keycodes, unit locks, overlocking policies, remote sync actions, access lockouts, and activity monitoring related to access control at the facility.
View Site Access (Required): Allows the user to see site access configuration in QuikStor. This is required for all site access and security sub-pages.
Edit Site Access (Optional): Allows the user to modify site access configuration.
View Keycodes (Optional): Allows the user to see keycodes in QuikStor.
Manage Keycodes (Optional): Allows the user to add, edit, or delete keycodes.
Import Keycodes (Optional): Allows the user to import keycodes from a file.
View Gates (Optional): Allows the user to see gate configuration.
Edit Gates (Optional): Allows the user to modify gate configuration.
Sync Remote Gates (Optional): Allows the user to trigger a remote sync for connected gate systems.
View Unit Locks (Optional): Allows the user to see unit lock status and related lock information.
Edit Unit Locks (Optional): Allows the user to modify unit lock settings.
Sync Remote Locks (Optional): Allows the user to trigger a remote sync for connected lock systems.
View Overlocking Policies (Optional): Allows the user to see overlocking policies configured for the facility.
Edit Overlocking Policies (Optional): Allows the user to modify overlocking policies.
View Overlock Templates (Optional): Allows the user to see overlock task templates.
Edit Overlock Templates (Optional): Allows the user to modify overlock task templates.
View Gate Activity (Optional): Allows the user to see the gate activity log.
Send Gate Commands (Optional): Allows the user to send commands to connected gate devices.
View Overlock Overview (Optional): Allows the user to see the overlock overview for the facility.
View Access Lockouts (Optional): Allows the user to see the list of access lockouts.
Edit Access Lockouts (Optional): Allows the user to modify access lockout settings.
Communication (SMS, Email, Calls)
These permissions control a user’s ability to view and manage communications in QuikStor, including email, SMS, and calling-related features. This includes seeing message history, sending individual or bulk communications, managing phone numbers and communication settings, and accessing call center functionality.
View Email (Required): Allows the user to see emails in QuikStor.
View SMS (Required): Allows the user to see SMS messages in QuikStor.
Send Email (Optional): Allows the user to send emails from QuikStor.
Send SMS (Optional): Allows the user to send SMS messages from QuikStor.
Delete SMS (Optional): Allows the user to delete SMS messages.
View Phone Numbers (Optional): Allows the user to see facility phone numbers configured in QuikStor.
Edit Phone Numbers (Optional): Allows the user to modify facility phone numbers.
View Communication Settings (Optional): Allows the user to see communication settings for the facility.
Edit Communication Settings (Optional): Allows the user to modify communication settings for the facility.
Send Mass Emails (Optional): Allows the user to send emails in bulk.
Send Mass Documents (Optional): Allows the user to send documents in bulk.
View Configured Emails (Optional): Allows the user to see configured email addresses in QuikStor.
Manage Calls (Optional): Allows the user to access and use the calling center.
View Call History (Optional): Allows the user to see call history in QuikStor.
Document Center
These permissions control a user’s ability to manage printed documents, mailing workflows, and related document processing in QuikStor. This includes viewing the print queue, marking documents as printed, combining print jobs, creating and viewing proof of mailing records, checking mail status, and sending documents to the mail house.
View Print Queue (Required): Allows the user to see the print queue in QuikStor.
Mark as Printed (Optional): Allows the user to mark documents in the print queue as printed.
Merge Documents (Optional): Allows the user to merge multiple print jobs into a single document set.
Create Proof of Mailing (Optional): Allows the user to create proof of mailing documents.
View Proof of Mailing (Optional): Allows the user to see proof of mailing documents.
View Mail Status (Optional): Allows the user to see the status of mailed documents.
Send to Mail House (Optional): Allows the user to send documents to the mail house for processing and mailing.
Configuration
These permissions control a user’s ability to manage facility-level settings, templates, and assignments in QuikStor. This includes billing calendar setup, fee configuration, templates, specials and coupons, security deposits, account groupings, and value-based pricing settings that apply at the facility level.
Facility Access (Required): Base access to the facility and its configuration settings.
View Billing Calendar (Optional): Allows the user to see the billing calendar configuration for the facility.
Edit Billing Calendar (Optional): Allows the user to modify the facility billing calendar.
View Facility Fees (Optional): Allows the user to see fees that are configured at the facility level.
Assign Facility Fees (Optional): Allows the user to assign fees at the facility level.
View Item Fees (Optional): Allows the user to see item fees configured for the facility.
Assign Item Fees (Optional): Allows the user to assign item fees at the facility level.
Edit Fee Settings (Optional): Allows the user to modify fee settings for the facility.
View Templates (Optional): Allows the user to see templates that are available for the facility.
Assign Templates (Optional): Allows the user to assign templates at the facility level.
View Document Templates (Optional): Allows the user to see document templates assigned to the facility.
Assign Document Templates (Optional): Allows the user to assign document templates to the facility.
View Email Templates (Optional): Allows the user to see email templates assigned to the facility.
Assign Email Templates (Optional): Allows the user to assign email templates to the facility.
View Email Branding (Optional): Allows the user to see the email branding template assigned to the facility.
Assign Email Branding (Optional): Allows the user to assign the email branding template for the facility.
Assign Specials (Optional): Allows the user to assign specials to the facility.
Assign Coupons (Optional): Allows the user to assign coupons to the facility.
Assign Unit Groups (Optional): Allows the user to assign unit groups at the facility.
View Security Deposits (Optional): Allows the user to see security deposits assigned at the facility level.
Assign Security Deposits (Optional): Allows the user to assign security deposits at the facility level.
Set Demo Facility (Optional): Allows the user to mark a facility as a demo facility.
Manage Account Groupings (Optional): Allows the user to manage account groupings used by the facility.
View Value Based Pricing (Optional): Allows the user to see value-based pricing tiers for the facility.
Manage Value Based Pricing (Optional): Allows the user to manage value-based pricing tiers for the facility.
Tenant Portal
These permissions control a user’s ability to view and manage tenant-facing portal settings in QuikStor. This includes reviewing the portal configuration that controls the tenant experience, as well as managing analytics settings tied to portal activity and tracking.
View Portal Settings (Required): Allows the user to see the tenant portal configuration for the facility.
Edit Portal Settings (Optional): Allows the user to modify the tenant portal configuration.
View Analytics (Optional): Allows the user to see analytics settings related to the tenant portal.
Edit Analytics (Optional): Allows the user to modify analytics settings related to the tenant portal.
Reporting
These permissions control access to facility-level reports in QuikStor. Each report has its own permission, so access can be granted only to the specific reports a role needs to view.
Occupancy Statistics: Gives access to the Occupancy Statistics report.
General Ledger Detail: Gives access to the General Ledger Detail report.
Financial Audit Trail: Gives access to the Financial Audit Trail report.
Journal Entries By Day (Account Detail): Gives access to the Journal Entries By Day (Account Detail) report.
Journal Entries: Gives access to the Journal Entries report.
Journal Entries By Day: Gives access to the Journal Entries By Day report.
Journal Entries (Account Detail): Gives access to the Journal Entries (Account Detail) report.
Payables: Gives access to the Payables report.
Daily Summary: Gives access to the Daily Summary report.
Movement Analysis: Gives access to the Movement Analysis report.
Delinquency: Gives access to the Delinquency report.
Rent Roll: Gives access to the Rent Roll report.
Payments: Gives access to the Payments report.
Coverage Activity: Gives access to the Coverage Activity report.
Autopay Roll: Gives access to the Autopay Roll report.
Daily Payments By Type: Gives access to the Daily Payments By Type report.
Tenant Contact List: Gives access to the Tenant Contact List report.
In Place Rates By Unit: Gives access to the In Place Rates By Unit report.
Street Rates By Unit Group: Gives access to the Street Rates By Unit Group report.
Walkthrough: Gives access to the Walkthrough report.
Lead Activity: Gives access to the Lead Activity report.
Keycodes: Gives access to the Keycodes report.
Expected Move-Out: Gives access to the Expected Move-Out report.
Credits Issued: Gives access to the Credits Issued report.
Management: Gives access to the Management report.
Merchandise Sales Detail: Gives access to the Merchandise Sales Detail report.
Lease Property Information: Gives access to the Lease Property Information report.
Vehicle: Gives access to the Vehicle report.
Failed Payments: Gives access to the Failed Payments report.
Unit Movement: Gives access to the Unit Movement report.
Transaction Line-Item Payment Application: Gives access to the Transaction Line-Item Payment Application report.
Refunds: Gives access to the Refunds report.
Transaction Line Item: Gives access to the Transaction Line Item report.
Private Coverage: Gives access to the Private Coverage report.
Coverage Roll: Gives access to the Coverage Roll report.
Payments Detail: Gives access to the Payments Detail report.
Daily Payments By Category: Gives access to the Daily Payments By Category report.
Master Occupancy: Gives access to the Master Occupancy report.
Facility Summary: Gives access to the Facility Summary report.