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Roles and portals
Abode uses role-scoped navigation instead of showing every user the same product. Management users work in the full dashboard, while owners, tenants, vendors, and association participants see narrower task-specific surfaces.
Role families
Management, owners, tenants, vendors, HOA participants
Access pattern
Route-level permission checks plus portal-specific APIs
Common mistake
Treating owner visibility as dashboard visibility
Context
The same property can power owner reporting, tenant balances, and vendor work without exposing the same controls to everyone.
Role boundaries in practice
The dashboard and portals share source data, but they do not share identical permissions or UI complexity.
| Experience | Typical permissions | Primary outputs |
|---|---|---|
| Management dashboard | Read/write across portfolio and accounting | Operational execution, approvals, reconciliation, reporting |
| Owner portal | Read-only property and statement access | Portfolio totals, statements, distribution history |
| Tenant portal | Payment, request, and document actions | Balances, payment setup, maintenance submissions |
| Vendor portal | Assigned-work-only execution | Quotes, updates, schedule changes, payment status |
Owner statement payloads
The owner portal statement route aggregates completed payments, transactions, and management fees into a scoped statement response.
/api/owner-portal/statementsReturns property-level owner statements and portfolio totals for the selected period.
- Authentication
- Owner portal session or scoped administrator
- Constraint 1
- Owners only receive properties assigned to their owner client record.
- Constraint 2
- Portfolio totals are computed after property-level statements are assembled.
- Constraint 3
- The same payload supports dashboard-style totals and property detail views.
Response examples
{
"period": {
"start": "2026-04-01T00:00:00.000Z",
"end": "2026-04-30T23:59:59.000Z"
},
"statements": [
{
"propertyId": "prop_01J8V24T9Q3J0P9CZ8YQG5N5Q0",
"propertyName": "Cedar Flats",
"income": { "total": 18450, "paymentCount": 10 },
"expenses": { "total": 3210, "breakdown": [{ "category": "Maintenance", "amount": 1180 }] },
"managementFees": { "total": 1476, "count": 1 },
"netToOwner": 13764
}
],
"portfolioTotals": {
"totalIncome": 18450,
"totalExpenses": 3210,
"totalMgmtFees": 1476,
"netToOwner": 13764
},
"generatedAt": "2026-04-11T22:54:18.311Z"
}Portal rule of thumb
If a workflow requires accounting judgment, approvals, or cross-property edits, it belongs in the management dashboard. If it is primarily visibility for an external stakeholder, it belongs in a portal.