Control User Access with Access Groups

Access Groups in ManageCasa let you control what users can see and do by limiting their access to specific associations or properties. This helps make sure users only have visibility into what’s relevant to their role, keeping your account organized and secure.

While ManageCasa Account Users provide different user roles designed to match the responsibilities of your team and stakeholders—each with access to features tailored to their function—Access Groups take it a step further by controlling which associations and properties those users can actually view and interact with.

How to create an Access Group

To set up an Access Group, follow these steps:

• At the top-right corner, click your Avatar and select Settings
• Under Miscellaneous section, click on Access Groups
• Click Add to create a new group
• Enter a Group Title
• Choose a permission level: Read or Read & Write
• Click Save

Assigning users and access

After creating the group, you’ll go through few sections to define who’s included and what they can access:

• Users section – Select one or more users who should be part of the Access Group. Move them from the Available Users list to the Chosen Users list.
• Associations section (Association Manager accounts only) – Choose which association(s) the group should have access to, or apply it to all associations if needed.
• Properties section – Further limit access by selecting specific properties. This is useful if users should only see certain units or properties they’re responsible for.

Viewing and managing access

Once everything is set, users in the Access Group will only be able to see the associations and properties assigned to that group. This restriction applies across the platform, including messages, files, and other related data.

Because of this, Access Groups are often the reason why some users report that they can’t see certain messages or files. In most cases, it means they are not included in the correct Access Group or don’t have access to the associated property or association. It’s a good idea to double-check group settings when troubleshooting visibility issues.

Important notes for associations

For association-based accounts, ManageCasa automatically creates an Access Group for each association. All users with board roles are automatically added to this group, giving them access to all properties within that association.