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Managing Settings for My Account

How to manage your personal account settings in Re-Leased — update profile details, set a default home page, configure To-Do notifications and advance alerts, manage properties and delegated tasks, change your password, and review login history.

Updated over a week ago

The My Account screen is where you manage your personal preferences, notifications, security settings, and managed properties in Re-Leased.

Self-guided demos:
Managing Users (approx. 20 mins)
New User: Setting up your account (approx. 15 mins)


How to Access My Account

  1. Click your initials or avatar in the top navigation bar and select My Account.

Or, if you have permission to manage other users: Settings > Users, then select your user profile.


My Account Features

  • View and bulk reassign Managed Properties and Delegated Tasks.

  • Update personal information for mail merges.

  • Personalise your avatar image.

  • Opt in as a Property Manager to manage properties.

  • Set a default Home Page.

  • Customise To-Do List email notifications.

  • Set advance notifications for Calendar Events.

  • Tailor your view of the Arrears Hub.

Note: Changing your email address updates your login username. Your User Role defines your access level — Administrators have full privileges. Consider enabling Single Session Mode and managing Two-Factor Authentication for added security.


Default Home Page

Choose a default Home Page so you're directed there each time you log in.

My Account screen in Re-Leased showing the Default Home Page dropdown selector



To-Do List and Advance Notification Preferences

  • Daily To-Do emails — immediate tasks.

  • Advance To-Do lists — based on your advance notification settings per event type.

  • Overdue To-Do lists — tasks needing urgent attention.

  • Advance notification settings also influence Dashboard Calendar alerts. Customise advance notices from the dropdown for each event type.


Managed Properties and Delegated Tasks

Add, view, or reassign properties via the Managed Properties tab. Bulk re-delegate assignments in the Delegated Tasks tab.


Changing Your Password

  1. Click Change Password.

  2. Enter your existing password, then your new password twice.

  3. New passwords must be at least 8 characters, including one letter and one number.


Security and Login History

Enable Two-Factor Authentication for enhanced security. Review the last five login attempts — any issues are highlighted in red. You can also view your full login history if you suspect unauthorised access.

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