> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> Which roles exist in mory, how permissions work across instance, organisation and client, and what a restricted user sees.

This page explains how mory controls who can see and edit which data. Roles are assigned in **Einstellungen** (Settings). Depending on your permissions, you may not see this area or only parts of it.

## Which area a role applies to

Every role applies to a specific area:

| Area                            | Effect                                                                                                     |
| ------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Instanz** (Instance)          | The user sees all organisations and clients of your company. Typical for administrators and management.    |
| **Organisation** (Organisation) | The user sees all properties, tasks and documents of one organisation.                                     |
| **Mandant** (Client)            | The user sees only the data of one or more specific clients, for example the properties of a single owner. |

What instance, organisation and client mean is explained in [Organisations & users](/en/admin/organizations-users).

## Default roles

mory ships with predefined roles. The roles available to you are listed in Settings.

* **Admin**: Manages organisations, users, roles, connected accounts and **Workflows**. Sees all data of your company.
* **Bewirtschafter/in** (Property manager): Works on tasks, properties, units, people and documents within their area. Works with the agent and the checklists.
* **Other roles**: For example for accounting or the service center, with restricted editing rights.

## What a user with area client sees

A user with area **Mandant** (client) sees only data of their client:

* **Aufgaben** (Tasks): Under **Meine Aufgaben** (My tasks), **Meine Fristen** (My deadlines) and **Alle Aufgaben** (All tasks), only tasks for properties of this client appear.
* **Datenbank** (Documents): Only documents assigned to the client or its properties.
* **Dashboard**: Key figures, deadlines and lettings refer to the client only.
* **Bewirtschaftung** (Management): Only the client's properties and units. Contacts (**Personen** (People), **Unternehmen** (Companies)) are visible to everyone.

## Assigning a role

<Steps>
  <Step title="Open the user">
    In Settings, open user management and select the person.
  </Step>

  <Step title="Choose role and area">
    Select the role and define whether it applies to the whole company, one organisation or specific clients.
  </Step>

  <Step title="Save">
    The change takes effect at the next sign-in or after reloading the page.
  </Step>
</Steps>

## Team view: absence and reassignment

Everyone can record an absence in their own profile. Team leads and administrators additionally see a team view in Settings:

* Record absences for other team members, for example in case of unexpected leave.
* Reassign all open tasks of one person to another person in one go.

<Tip>
  Reassign tasks before deactivating a user so deadlines and checklists stay in progress.
</Tip>

## Visibility towards other companies

Data of other companies that also use mory is never visible, not even to administrators.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="I cannot see a property or task that should exist.">
    First check the **Mandant** (client) selector in the header: is the correct client selected? Then check with your administrator whether your role has the right area. In most cases it is one of these two points.
  </Accordion>

  <Accordion title="Can a person have several roles?">
    Yes, for example property manager for one organisation and admin for the whole company. The broader permission applies.
  </Accordion>

  <Accordion title="Who can open Settings?">
    The area is password protected and usually reserved for administrators.
  </Accordion>
</AccordionGroup>

## Related pages

* [Organisations & users](/en/admin/organizations-users)
* [Configuring workflows](/en/admin/workflow-configuration)
* [Accounts, WhatsApp & agent](/en/admin/connected-accounts)