FAQ > User Permissions

What kind of permission setting configuration is allowed?

Setting Up Sub-User Access and Permissions

This initial step is crucial for identifying the sub-user who will be granted access to the account. Once the required details are entered, the primary user can proceed to the next screen, where the sub-user’s permissions can be configured according to their role and responsibilities.

On this permissions page, the primary user will have the ability to select specific areas of the platform that the sub-user will be allowed to access. For example, they may choose to grant access to the Bank Center, where the sub-user can perform financial tasks such as printing checks, making online payments, and viewing bank account balances. Additionally, the primary user can enable access to the Automation Center, where the sub-user will be able to manage automated processes like handling Property Management (PM) Fee Expenses, managing Late Fee Dues and Late Rent Notices, as well as generating and reviewing Owner Reports.

Customizing Property Management Permissions for Sub-Users

Further customization is available in terms of property management. The primary user can decide which specific properties the sub-user will have the authority to manage. There is also the option to grant the sub-user access to any new properties that may be added to the account in the future. Once all these configurations are carefully set, the primary user can confirm the setup by clicking the confirm button. This will finalize the sub-user’s permissions and complete the setup process, ensuring they have the appropriate level of access within the account.