Custom tables from Voyager can be synced to Kube to track additional company information. You can use your user Roles to control who has access to view and edit the data in these tables at the company level. For more information about roles, see Roles overview.
This article describes selecting tables and assigning roles for access.
NOTES:
Because of the complex nature of creating tables in Voyager, this aspect is not covered in this article. However, only tables meeting the following criteria can be synced to Kube:
The Voyager table must be a CUSTBUT table.
The Voyager table can either be 1 to 1 -or- 1 to Many.
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Adding custom table permissions
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select the Security and Custom Tables tabs.
Click Add. The New Custom Table Permission slide out menu appears.
Complete the fields. See the end of this article for a screen reference.
Click Save.
New Custom Table Permission screen reference
Select Table | Select a Voyager table from the drop down. If the list is empty, either a table has not been added or is incompatible. For assistance adding a Voyager custom table, contact Yardi technical support. |
Select Roles | Select a Role from the drop down. Click the green plus (+) add button to select additional roles. |
View, Add, Edit, Delete | Select the tasks that internal users with the assigned role can do with the data from the table at the company level. For more information about managing the data in the custom tables, see Viewing and adding custom table information. |
TIP: The next step in the Kube system setup process is to add internal users. For more information, see Adding an internal user.