How to Assign User Roles in Jervis Systems

In Jervis Systems, you can add other users to your team from your account, whether they are a property manager, cleaning company, real estate team, maintenance team, or even a guest.

If you want to assign an access code to someone across all properties (even if they don’t have user access in Jervis), you can do this via the Users tab < Add New Access < Add Pincode Only, and fill in the form to generate access.

How to Add a User & Assign Roles

1. Head over to the Users tab to set up user access.

2. From here, you have the option to create an account for a user or share PIN code access. You can also select which listings the user will have access to:

3. You can also assign device access to user roles. To do this, head over to the Devices page and select Assigned Roles from the Operations menu for a device. (Note: You can only do this for active devices.)

4. Select the roles that you want to have access to the device. Then click Assign Roles.

5. Alternatively, you can Select Bulk Update > Others > Assign Roles and assign access to several devices at once for several roles.

Assigned Roles & Their Level of Access

The following roles are available:

• Property Manager
• Property Guest
• Cleaning Company
• Handyman / Maintenance Company
• Real Estate Agency
• Real Estate Agent
• Support (Read-Only)
• Hotel Staff Access
• User Management
• PIN Code Access Only

Each role has its own unique access levels and notifications.

Property Manager

This role WILL give the individual the ability to edit and access devices, reservations, and guest access for the listing(s) you select.

This user can also receive notifications for low battery alerts and PIN code error notifications as detailed in our guide here.

Property Guest

Guests gain access to PIN codes and other property controls based on the listing you select when adding them as a user.

They do not receive any notifications outside of the PIN code access provided for the listing they have access to. They also WILL NOT have access to make changes to the listing or devices and settings.

Typically, we recommend short-term rental guests gain access through the Jervis Systems web app (AccessMyProperty.com) as opposed to creating an account.

If a guest role is not created, codes are not created for its associated lock for reservations. We recommend removing the guest role in the event of creating non-booking listings (i.e., office with cleaning/maintenance access).

Cleaning & Maintenance Companies

With these roles, you can set up a user profile and temporary PIN code access with team members who are cleaning or maintaining the property.

These users WILL NOT receive property manager notifications or have the ability to make changes to the listing or its devices, users, and settings.

Real Estate Agency

This user type is most similar to the property manager role, given that they have the ability to co-manage the listing.

They WILL have access to edit the listing, devices, users, and settings.

Real Estate Agent

Similar to the cleaning or maintenance account, this role provides access to real estate personnel who want to show the property to potential buyers.

These users WILL NOT be able to make changes to listing devices, users, and settings for a listing.

Support (Read Only)

Users with this role can view all reservation information, but they cannot perform any actions or make changes to the account or devices.

Hotel Staff Access

Users with this role can adjust reservation check-in/check-out times and generate fobs/key cards.

User Management

Users with this role can manage other users only.  

They do not have access to any other part of the dashboard.

PIN Code Access Only

Users with this role have PIN code access only to locks and visibility to see locks and their associated PIN codes through our mobile app and web app.  

Remote unlock of locks is not allowed, and no access is granted to any other device types.

Need additional help and support? Check out the additional user guides on our FAQ page. You can also get help by submitting a Support Request via your Jervis Systems dashboard.