Team Setup & Permissions

Configure roles, access levels, and approval workflows for your team.

Domus Roles & Permissions

Admin

Finance Director, Development Director

  • Create and delete projects
  • Invite and manage team members
  • Configure workspace settings
  • Set organisation policies
  • Access all projects and reports
  • Manage integrations
  • Billing and subscriptions

Editor

Planners, Estimators, Financial Analysts

  • Create and edit projects
  • Create and share reports
  • Comment and collaborate
  • Access assigned projects
  • Cannot invite users or change settings
  • Cannot delete projects (can archive)

Viewer

Board members, Lenders, Committee reviewers

  • View assigned projects only
  • View and download reports
  • Cannot edit projects or assumptions
  • Cannot comment or approve
  • Read-only access for audit trail

Typical Team Setup (Day 1)

1

Invite Your Admin

Create your first admin account. This is usually your Finance or Development Director.

2

Add Your Core Team

Invite 2-3 Editors who will create and manage appraisals daily.

3

Set Up Approvals

Define approval workflows. Example: Editor creates → Finance reviews → Director approves.

4

Add Viewers Later

Board members, lenders, or committees get view-only access to specific projects.

Example Team Structure

Finance Director
Admin

Planning Manager

Editor

Estimator

Editor

Financial Analyst

Editor

Board Committee

Viewer

Senior Lender

Viewer

Setting Up Approval Workflows

Example workflow: An appraisal must move through multiple approval gates before committee submission.

1

Analyst creates appraisal

Inputs development assumptions, unit mix, costs, and phasing.

2

Finance Lead reviews

Checks assumptions, benchmarks against policy, reviews profit margins. Approves or requests changes.

3

Director final approval

Reviews executive summary, signs off. Project now locked (can only be cloned for new scenarios).

✓

Board/Lender gets read-only access

Viewer role can see appraisal and downloadable reports. Cannot edit or change assumptions.

Team Setup Best Practices

Common Mistakes to Avoid

  • Make everyone an Admin, creates security and audit trail risks
  • Give Viewer access to unfinished appraisals
  • Skip approval workflows. Leaves governance gaps
  • Forget to set project-level permissions

Best Practices

  • Limit Admin role to 1–2 senior staff
  • Use Editor role for day-to-day appraisal work
  • Set clear approval gates before sharing projects
  • Use Viewer role for external stakeholders

Set Up Your Team Today

Book a setup session with our onboarding team to configure your workspace.