Assigning Property Managers to Properties

Assigning property mangers allows you to designate contacts for Maintenance Requests, Marketing, and the property manager's contact information that appears on:

• Tenant statements
• Tenant invoices
• Online listings & syndication
• Online applications

This feature is especially useful if you have numerous properties, some of which are managed out of a separate office.  Easily set up a property manager with a different address so when invoices are returned by tenants they are returned to the appropriate office.  Likewise, the specific property manager handling a property will receive all online application notifications. This feature is what makes a multi-manager office function.

Adding Managers

Adding managers is a quick and simple process.

In your Rentec Direct account: 

1. Click on Settings
2. Under Account, click on Managers & Users
3. Click on Add a Manager
4. Enter the Manager or Users information
   
   System Note: To allow the manager access to log in, be sure to check Enable the User Account
5. Click on Add Manager

Customize User Permissions

Each Manager may require different levels of permission. For example, a Marketing Manager may not need to access financial information or bank accounts. The steps below walk through how to edit Manager (and Subuser) permissions.

In your Rentec Direct account: 

1. Click on Settings
2. Under Account click on Managers & Users 
   
   Note: Here you can view a list of Managers, their Permission, How many properties they're assigned to and the total balance of the properties. Hover over the number of properties to see a breakdown.
3. Click on the Permission by their name
   
   Note: This link will say, “Custom, Limited, Financial, or Full,” 
4. Use the dropdown to select a default permission or select specific options. Hover over the "?" to see more details.
5. Click on Save Changes

System Note: After permissions are set, log in as the Manager to verify their access.

Designating Managers

Now that your managers have been added to your account, you can assign the manager designations in your property profiles.

In your Rentec Direct account:

1. Click on Properties
2. Right-click on the Property and choose Edit Property
3. Under Managers & Owners there are three types of managers. Using the dropdown, select the applicable manager/s
4. Click on Update Property

System Note: Save time when editing a multi unit property by editing the Primary property and select Update Primary and Subunits when complete to update all units.

Repeat this process for any additional property managers. 

Note: If a manager or user's permissions are restricted to view some properties and they are later indicated as a property manager for that property their permissions will automatically be updated granting access to that property.