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May 24, 2016 1:48PM

U Can’t (or Can) Touch This

Staff Member REdirect Consulting
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Staff

Like any dynamic and innovative software platform, Yardi is constantly evolving. Sometimes, evolution happens through comprehensive overhauls, such as the 2015 release of the much-heralded Yardi 7s, but other times it is with more nuanced tweaks and upgrades that, although released with less fanfare, can enhance the sophistication—and even the security—of your real estate property or investment management company.

One of the transformative new features of Yardi is its incredibly sophisticated permissions toolkit. By expanding the versatility of permissions, Yardi can increase team productivity and flexibility while boosting data security. At a basic level, Yardi has expanded the degrees of permissions that are possible. Now, rather than granting an all-access pass to an employee—or conversely, denying them any access whatsoever—Yardi now makes it possible to specify which types of data various users can view or edit.

For real estate investment companies, in particular, such enhanced data security and privacy is nothing short of critical to many investors. You want your administrative staff to have all the functionality they need to be as productive and streamlined in their work as possible, but you also want to ensure that they can’t touch more sensitive information relating to any given asset or portfolio.

There are virtually thousands of ways that the sophisticated Yardi user can shape Yardi’s permissions tools to best meet the needs of their company, their assets, and their investors. We’ve had tremendous success working with both property management clients as well as real estate investment managers to not only strengthen their understanding of these permissions, but also to help them identify permissions they could be utilizing to help their team work more efficiently while keeping their data more secure than ever.

For those of you who may be new to Yardi permissions, here are two tips to help you master this powerful tool (and save you some potential headaches down the road). First, don’t skimp on the test phase. Time spent testing in the beginning will save you bundles of time catching errors once you’re live. And second, make use of security analytic reports. If you’re ever in doubt as to why a particular permission is working the way it is, these reports function as a virtual “permissions cheat sheet” that gives you a permissions birds-eye-view.

Like most new technology, becoming a permissions pro can take a little time—as well as a little help from your trusted advisors at REdirect. The good news is that you, as a Yardi-user, already possess the power of permissions. You just may need a little help to harness it.