New users can be added or invited. A user who has never had a Re-Leased account before must be Added. This can be done manually, one at a time, or in bulk by preparing a spreadsheet to import.
A user is only invited if their email address is already associated with an existing user account. A warning will appear when adding a new user if they already have a login.
Accessing the Users List
Select Settings from the green main menu, then choose the company you wish to manage users for, and click Users in the Company and Users section. If a user is going to be able to access many companies, select one which they will be allowed access to to set them up initially, and then add them to each company under Manage Companies.
If you do not have this section, your user access does not allow you to manage other users.
Creating a new user
To create a new User, click on the Create New User button.
Enter the new users name, email address and optional phone numbers. The email address will be their log in name.
Select the User Role which sets the permissions for the user.
If the user should be available to select as a manager for properties tick the User is a Property Manager tickbox.
Select use Enhanced Security mode if you require the user to use this. The user needs to complete configuration once they log in.
Create a password for them (they will use these details to login with). They can personalize this password once they login by clicking on their name in the top right hand corner of the application, in the header bar. Passwords must be a minimum of 8 characters and must contain both letters and numbers.
Note: Once added, the password cannot be changed by you... it is only available for editing by the new user.
The following are the options that can be set for the user:
User can manage other users - this will allow the user to change other users settings. You should only select this if the user is to have managerial rights over other users settings.
Limited to Property/Lease invoices - this will prevent the user from seeing any other invoices other than those that are assigned to Leases
Owners portal access only - the user will only be able to see the limited functionality that is in the Re-Leased portal and must log in from a different login page: https://dashboard.re-leased.com/
Adding users to other companies
New users automatically have access to the company they have been loaded against. To give access to more companies, or to restrict access at a later time, open the company by selecting Settings from the green main menu, then Manage Companies. Click into Authorised Users and search for the user names to control who can access that company with their login.