Changing User Permissions

Proper user management is essential to maintaining security and ensuring that team members have the appropriate permissions to perform their tasks effectively.

*You must have manager access for this function*

To begin managing user access, follow these steps:

1. Click the gear icon located in the top right corner of the screen.

2. Select SETTINGS FOR THE PROPERTY.

3. Click on USERS on the left side of the screen.

For users who do not have full access, you can adjust their permissions as follows:

1. Click the orange PERMISSIONS button next to the individual's name.

2. Check off the access levels you would like them to have.

3. Hit Save to apply the changes.

If you wish to grant a user additional or full access, follow these steps:

1. Click on the user's name.

2. Scroll down to SETTINGS.

3. Click the dropdown menu to choose their ROLE:

   • Manager - full access

   • Asset Manager - user settings plus access to update pictures and links

   • Billing - access to view complete credit card details (if applicable)

   • User - regular sales manager access