Understand your role and what you can access

What you can see and do in LiftAI depends on your role. Your organization assigns your role; you cannot change it yourself. There are three main roles plus an optional Group Admin capability.

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The three roles

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Consultant

Consultants are the power users of LiftAI. They manage multiple client portfolios and have the broadest access. A Consultant can:

• Triage everything that needs attention from the Work Queue — the Consultant home page. See Triage your Work Queue.
• View the Portfolio dashboard and open individual property pages.
• Work with Tickets, including ticket actions, data status, and downloading ticket files.
• Review Spending (invoices), take actions on invoices, and see property links.
• View Contracts and Compliance, and edit contracts and elevators.
• Use the Insights dashboards.
• Use universal search and upload documents.
• Review documents Lift AI extracts from uploaded PDFs before they become records. See Review AI-extracted documents.
• Ask the Lift AI assistant.

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Client

Clients are building owners and managers who view their own properties. A Client can:

• View the Portfolio dashboard.
• View Tickets and download ticket files.
• View Spending (invoices).
• View Contracts.

Clients do not have the editing, invoice-action, search, upload, or assistant capabilities that Consultants have.

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Service Provider

The Service Provider role is minimal today and does not include the Portfolio, Tickets, Spending, Contracts, or Compliance destinations. If you are a Service Provider and expect more access, submit a support request.

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Group Admin

Group Admin is an additional capability layered on top of your role. Group Admins manage users and accounts for their organization and see the Admin destination in the sidebar. Not every Consultant or Client is a Group Admin.

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Access at a glance

* Client access to Spending depends on a setting enabled by your organization.