Manage User Login Accounts
It's easy to add a subuser or manager into the software to help you manage your property and property related tasks.
Adding a User Account
Whether you need someone to be able to view information, receive communications like maintenance request workorders, or have more extensive account access, follow these steps to add them into the system.
In your Rentec Direct account:
- Click Settings.
- Under People choose Managers & Users.
- Click Add a Manager.
- Enter their contact information.
- Click the Enable User Account box.
Tip: If you leave this box unchecked, a manager can be assigned a property role (marketing manager, maintenance manager, property manager) but will not have access to log into the system. If they need access, be sure to Enable User Account.
- Choose the Permissions level from the drop-down menu. The permission levels are Custom, Limited, or Full Access (see below for details).
Note: After the user/manager has been added you are then able to customize the specific permissions within that permission category and/or change the permission category at any time.
- Click Add Manager.
User Permission Categories
You can configure a user account with preset functionality (above). When editing an existing user, if you change this category, you'll replace that user's current permission set. The three categories are:
The account will be created with no permissions. You will manually set them via the Permission link on the user account list (see below). You may also set the user at that point to read-only access as well.
This user will have access to Balances, Ledgers, Financial Reports and the ability to enter and modify transactions but limited to other actions. You can modify those other actions and further customize as you wish (see below).
Full access allows access to all functionality including creating and modifying user accounts (with the exception of the Admin account). Again, you can assign the user with Full permissions and then modify those for specific limitations as needed (see below).
Customize User Permissions
It is then very important to then return to the Managers & Users page and click the paper/pencil icon to edit that user's permissions.
This user permissions page is where you can configure exactly what areas of the software this user will have access to and what are you want them to be able to edit. You also have the option to set them as a read-only account so that they are unable to make any changes. To edit the permissions, click the Blue Link under the Permissions column.
You will then be taken to the User Permissions page where you can customize account access, general permissions, utility access, financial access, which ledgers and balances they can view, and which properties, bank accounts, and owners they can view, add, edit, manage, etc.
Important Note: Because of the varied options, we highly recommend you log in as the subuser/manager to confirm they only have access to areas you specify before sending them their credentials for login.