Shared communication record
Kitchen drain · Oakwood 402 · linked to WO-184 and the pending dispatch review.
SMS
AI on behalf of Marcus
· 10:22 AM
Maya replied “Thursday works” to the plumber window.
Delivered · consent on file
PORTAL
Maya Rodriguez
· 9:42 AM
Original kitchen-drain request + three photos.
Read by agent
EMAIL
ABC Plumbing
· 10:18 AM
Quote and COI attached to work order WO-184.
Delivered to inbox
PHONE
Human note · Marcus
· 10:25 AM
Landlord asked to review the $340 quote before dispatch.
Call summary logged
Escalation owner · Marcus Webb
The quote exceeds the $200 dispatch threshold. Agent context is complete; only the landlord can release the next operational step.
Review-only follow-up receipt
Prepare a draft with the channel, consent, linked work order, and escalation owner attached. The agent cannot send this follow-up.
Release and access review
Operator guardrail for records that look ready to send, share, or expose across roles.
Resident notice audience check
Scope
Oakwood 402 repair-window follow-up
Source records
Thread COM-402, WO-184, SMS consent stamp
Human reviewer
Marcus Webb
Confirm recipient, channel, accessible-format need, and lease/notice citation before send.
Review receipt
Prepare the packet with scope, source records, audience exclusions, reviewer, and blocked actions. The agent cannot release it.
Compare a staff, contractor, support, or API access change before anything reaches live permissions. Built for property-scoped roles, special-access indicators, expiry, and field-level review.
Assistant manager permission change
Property scope
Oakwood + Cedar Ridge only
Source records
ROLE-ASSIST-MGR v3.2 · ACL-2.1 · session review SR-742
Expiry
Expires Aug 15 unless promoted by Marcus
Reviewer
Marcus Webb · account owner
Before
• View work orders
• Reply drafts only
• No owner reports
• No bank screens
Proposed after
• Approve work orders up to $250
• View assigned tenant threads
• Prepare owner packets
• No bank or trust access
Authority boundary
Packet compares the permission delta before a human release. It cannot grant a role, invite a user, expose tenant/applicant/vendor-tax data, approve spend, publish reports, or change bank/trust visibility.
Prepare a local receipt only; the live role table, API keys, support switch, sessions, and portal access remain untouched.
This week, your portfolio
Back to you · 43 tasks handled · 5 queued