Customize Manager and Users Permission

It's easy to customize permissions for Managers and additional Users on Rentec Direct accounts.

System Note: By default, the account administrator (in Settings > Login & Password) automatically has access to everything in the software and should not be added as a Manager or User.

Customize Permissions

Once a user has been added, their permissions can be customized to ensure role-based permissions are enabled by editing the user. Modifying permissions:

• Automatically changes the default permission setting to Custom
• If 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

The following steps walk through how to customize user 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 for the user (Custom, Limited, Financial, or Full)
4. Review and set the Permissions for the subuser. (To remove selections that have been made and not yet saved, click on Reset)
5. Click on Save Changes

Permission Tips

• Subusers who perform various tasks - Setting their permissions to "Full" and then removing access to specific fields as needed can be the most time-efficient way to establish their permissions.
• Transaction History Audit Log - Easily identify which User added, edited, or deleted transactions
• Verify subuser access - We highly recommend that you log in as the newly added subuser to confirm they have access only to the areas you specify before sending them their credentials to log in.
• View user login history - Click here to learn more about how to View Recent Logins
• Users/Managers can be assigned tasks as Property, Maintenance, or Marketing Managers for each property, so they can receive communications and manage specific functions of your business. Learn more about how to Add Property Managers  (PM accounts)