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Managing Users

How to manage users in Re-Leased — create new users, assign roles and company access, add or remove users from companies, view change logs, and archive or restore user accounts.

Updated over 2 weeks ago

Administrators can add new users, manage permissions, grant multi-company access, and archive departing users from the Re-Leased Settings menu.

Self-guided demo: Managing Users (approx. 20 mins)


Accessing the Users List

  1. Navigate to Settings > Company and Users > Users.

  2. If managing users across multiple companies, first add them to one company then extend access as needed.

Note: If you cannot see this section, your account may not have permission to manage other users.


Creating a New User

  1. Click Create New User.

  2. Enter the user's name, email address, and (optionally) phone number. The email address is the user's login name.

  3. Assign a User Role.

  4. If the user will manage properties, tick User is a Property Manager.

  5. Optionally enable Enhanced Security mode.

  6. Create an initial password for the user (they can change it later).

Note: Once created, the password should be kept confidential and can only be changed by the user.

Create New User form in Re-Leased showing name, email, role, Property Manager checkbox, and security options


Adding Company Access to a User

  1. Navigate to Settings > Users and select the user.

  2. Go to the Companies tab.

  3. In Companies without access, tick the companies to add.

  4. Click Confirm, then confirm again in the pop-up.

User Companies tab in Re-Leased showing Companies without access list with checkboxes and Confirm button


Adding or Removing Users from a Company

  1. Navigate to Settings > Manage Companies and select the company.

  2. Go to the Security panel.

  3. Search and select a user's name to add them, or click the × next to a name to remove them.

  4. Click Save.

To view a history of access changes, click View Changelog in the Security panel.


Archiving Users

  1. Navigate to Settings > Company & Users > Users.

  2. Find the user. If not listed, select a company they have access to first.

  3. Click Archive at the bottom of their profile.

  4. If they have managed properties or tasks, delegate these to an active user, then click Delegate & Archive.

To restore an archived user, go to the Archived Users tab within the Users list and click Restore.

Note: An archived user's email cannot immediately be reused. Change the old user's email before archiving if you need to reassign it to a new user.

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