Customize Manager and User Permissions

Role-based permissions help you control what each Manager or User can access in Rentec Direct. By assigning only the permissions needed for each role, you can protect sensitive information while giving your team the tools they need to do their jobs.

System Note: The account administrator (found under Settings > Login & Password) automatically has full access to every area of Rentec Direct. Because of this, the account administrator should not be added as a Manager or User.

Customize Role-Based Permissions

After adding a Manager or User to your account, customize their permissions to match their responsibilities.

When you edit a user's permissions:

• Their permission level automatically changes to Custom
• Changing the permission level to Full, Financial, or Limited resets their permissions to that preset level. Any custom exceptions will need to be selected again.

To customize role-based permissions:

In your Rentec Direct account:

1. Click Settings
2. Under Account, click Users (Pro accounts) or Managers & Users (PM accounts)
3. Under Permissions, click the user's current permission level (Custom, Limited, Financial, or Full)

4. Review and update the user's permissions as needed

   To remove any unsaved changes, click Reset.

5. Click Save Changes

Permission Tips

Start with Full Access for Complex Roles

If a user needs access to most areas of Rentec Direct, it is often faster to assign the Full permission level first, then remove access to specific features they should not use.

Review the Transaction History Audit Log

The Transaction History Audit Log records which users added, edited, or deleted transactions, making it easy to track account activity.

Learn more about Transaction History Audit Log

Verify Permissions Before Inviting the User

Before providing login credentials, sign in as the new user to confirm they can access only the areas you intended.

Review User Login History

To monitor when users have accessed your account, see View Recent Logins

Assign Property Specific Management Roles (PM Accounts)

In PM accounts, Managers and Users can also be assigned as Property, Maintenance, or Marketing Managers for each property. These assignments allow them to receive property-related communications and manage specific responsibilities.

For more information, see Add Property Managers  (PM accounts).