Add Property Managers (PM Accounts)
Rentec PM allows an unlimited number of Managers to be added to an account. Once added, managers can be granted different levels of permission and assigned to Properties as Property Managers, Marketing Managers, or Maintenance Managers. Learn more here: Assign Property Managers to Properties.
This article covers the following topics. Click the link to jump to that section.
Pre-configured Permissions Categories
System Note: The individual listed in Settings > Your Contact information is the Account Administrator with access to everything in the software and should not be added as a manager or user.
Security Note: By default, all new subusers are prohibited from permanently deleting properties or tenants. To grant access, you will need to customize their settings.
Add a Manager
Although few fields are required, it is recommended to fill in all known fields for record-keeping purposes.
In your Rentec Direct account:
- Click on Settings
- Under Account, click on Managers & Users
- Click on + Add a Manager
- Enter the manager's information. The Company information will default from your account and can be changed if needed.
- If the manager will not be logging into the software, click on Add Manager
- Check the Enable User Account option to set up their login access
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Enter a Username (an email address works great here) and Password
Note: Each user should have a unique login and password, and can change them when they log in via desktop or download the Rentec Direct Mobile App.
- Permissions will default to Limited with read-only access and can be changed to one of the pre-configured using the dropdown or customized by editing the manager once they've been added.
- Allow International - This option is set to Off by default, allowing login from the USA only. Check this option to enable this user to log in from anywhere in the world.
- Allow VPN - Check this box if this manager will log in via a virtual private network.
- Click on Add Manager
System Note: While we encourage all managers (and users) to set up two-factor authentication, if your Rentec Direct account allows online payments, two-factor authentication will be required and can be set when each user logs in.
Pre-configured Permission Categories
When adding new managers and users, three pre-configured permission categories can be selected and later customized.
Pre-configured Manager Permission Categories
Limited
The account will be created with no permissions. You can manually set them via the Permissions link on the user account list.
Financial
A limited user with access to Balances, Ledgers, Financial Reports, and the ability to enter and modify transactions.
Full
Full access to all functionality, including creating and modifying user accounts, except for the Admin account.
Custom Permissions
Customize permissions for unique functions and role-based permissions.
In your Rentec Direct account:
- Click on Settings
- Under Account, click on Managers & Users
- Under Permissions, click on the link for the user (Custom, Limited, Financial, or Full)
- Review and set the Permissions. (To remove selections that have been made and not yet saved, click on Reset)
- Click on Save Changes
Frequently Asked Questions (FAQ)
Q) How can I confirm what the manager has access to?
Log in as the manager using their username and password to make sure they can access what they need
Q) Is there an easy way to select the settings?
The most time-efficient way to set permissions is to set the manager's permission to Full, then go through the permissions, removing those the manager does not need access to.
Q) How can I tell if a manager's permissions are not one of the pre-formatted permissions?
If any permissions have been changed, the manager's permission will change to "Custom".
Q) What happens if a manager's permission is changed from custom to a pre-formatted permission?
If permissions are changed from Custom to a pre-formatted status, their permissions will reset to that level, and any exceptions will need to be individually selected.
Q) How can I tell which manager adds, edits, or deletes transactions?
The software provides an audit log that identifies each user. Click here to learn more: Transaction History Audit Log
Q) How do I know if a manager or user has logged in?
You can easily view login history for subusers, tenants, and owners. Click here to learn more: View Recent Logins