At RentalWise, we understand the importance of having your team integrated into the platform for streamlined collaboration and management. This is why we offer the Users feature.
The Users section allows you to invite your team members to the platform, enabling better visibility, access control, and task delegation.
Users vs. Partners
It’s important to distinguish between Users and Partners:
Users: Internal team members such as Managers, Accountants, etc.
Partners: External stakeholders like Homeowners, Cleaning Staff, and others. (Learn more about Partners HERE)
How to Create a User
Navigate to Master Settings > Users > Add User.
Complete the form by providing:
The user’s name and email address.
Role assignment: Choose between Administrator or Accountant.
Once added, the user will receive an email invitation to set up their password and log in.
Understanding User Roles
Administrator:
Full platform access.
Same permissions as the account owner.
Accountant:
Access restricted to financial and billing-related actions:
View Properties & Bookings.
Manage Billing.
Handle Legal Entities and Rental Agreements.
Configure Payment Methods & Schedules.
Manage Checkout Settings.
What an Accountant can see:
Benefits of Adding Users
Enhanced Collaboration: Bring your team into the platform for improved workflow.
Role-Specific Access: Ensure team members only access areas relevant to their responsibilities.
Centralized Management: Streamline operations by housing all user activity within the platform.
Integrating your team with the Users feature will optimize your operations and ensure a seamless management experience.