Add Subusers, Managers, and Additional Users to Your Account

Rentec Direct property management software offers unlimited subuser accounts for your employees. With customized permission levels, allow your team's access to the data that is important for their tasks and roles within your company.

Security Note: By default all new subusers will be prohibited from permanently deleting properties or tenants and the setting would need to be customized to allow access. 

Adding Additional Managers and Users

When additional users are added to an account, whether to view information, enter tenant payments, or be a designated Property, Maintenance, or Marketing manager (in PM accounts) a default permission can be selected allowing access to fields for their specific purpose. 

In your Rentec Direct account: 

1. Click on Settings
2. Under Account click on Users (Pro accounts) or Managers & Users (PM accounts)
3. Click on + Add a Manager or + Add a User
   
4. Enter their contact information
   
5. Click on the box to Enable User Account if the user will be logging into the account. Leaving this box unchecked will allow assigned managers, Marketing, Maintenance, and Property, to receive responses and communications, but they will not have access to log into the account. 
   
   1. Username and Password must be entered and can be changed by the Manager or User when they log in
   2. Permissions will default to Limited with read only access. The Permission level can be changed at this time using the dropdown to select a different permission default or edited after the user has been added to select only the preferred permissions. 
      
      Pro Tip: If a user is going to have multiple functions in the account, consider selecting Full permission then remove access to specific fields as needed
6. Allow International - Although it's rare, check this box if this subuser will be traveling Internationally
7. Allow VPN - Anonymous VPN's are heavily used by the hacking community and not commonly used. Check this box if this user will be logging in through a virtual private network. (Hover over the "?" for more information on VPN's)
8. Click on Add Manager or Add User

System Note: While we encourage all users to set up two-factor authentication, if your Rentec Direct account allows online payments two-factor will be required and can be set when each user logs in.

Default Subuser Permission Categories

When adding a new subuser, there are three defaults with preset functionality to choose from;  Limited, Financial, and Full. Permissions can be customized after a subuser has been created.  (see below)

Security Note: By default all new subusers will be prohibited from permanently deleting properties or tenants and the setting would need to be customized to allow access.

Limited
The setting allows read only access to limited fields. Access can be modified by customizing the settings 

Financial
This setting will allow access to balances, ledgers, financial reports and the ability to enter and modify transactions but limited to other actions 

Full
Full access allows access to all functionality including creating and modifying user accounts (with the exception of the Admin account) 

Customize User Permissions

Each landlord and property manager may have unique functions for various members of their team. Customizing permissions allows access to be set accordingly. 

The following steps walk through how to customize subuser permissions:

In your Rentec Direct account:

1. Click on Settings
2. Under Account, click on Users (pro accounts) or Managers & Users (PM accounts)
3. Under Permissions, click on the link (Custom, Limited, Financial, or Full)
4. Set the Permissions for the subuser
5. Click on Save Changes

Limited Permissions

Subusers with permissions set to Limited by default, will have no permissions any permissions they have will need to be manually set. This is a perfect setting for subusers that may require very limited access.

Some situations where this can be beneficial are:

* A team member that only enters tenant payments 
* A team member or maintenance manager that only needs access to work orders
* A marketing manager or team member that only manages applications, tenants, and leads

If a subuser has limited functions in Rentec Direct, they may be set as Limited, Read-only with an Override

Properties, Bank Accounts, and Owners

The Properties, Bank Accounts, and Owner sections each have permission options to allow subusers to Add New items and View Ledgers. Using that guideline subusers may have different levels of access:

• Full Permission
• Access Selected properties, bank accounts, or owners (shift + click will allow multiple properties, bank accounts, or owners to be selected)
• Restrict Selected Accounts from being accessed

In this example, the subuser can:

• Add New Properties
• View Property Ledgers limited to:
  • Walker A
  • Walker A Garage
  • Rice St
• View Tenant Ledgers

System Notes:

• If a subuser has permission to Add New Properties, by default they will have access to those properties

Permission Tips

• When adding subusers that will process various tasks in Rentec Direct, setting the permission to "Full" then remove access to specific fields as needed is usually the most time efficient way to to establish their permissions.
• Default permissions will change to "Custom" if any settings have been changed
• If a subusers permissions are edited/changed to Full, Financial, or Limited their permissions will reset to that level and any exceptions will need to be individually selected.
• Because of the varied options, we highly recommend you log in as the newly added subuser to confirm they only have access to areas you specify before sending them their credentials to log in.