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Managing Users, Roles & Permissions

Administrators can manage team members, control access, and remove users when needed.

How to Add a User

  1. Go to Settings

  2. Open the Users section

  3. Click Add User

  4. Enter user details

  5. Assign a role or permissions

  6. Send the invitation

Managing Roles & Permissions

  • Assign roles based on what each user should access

  • Control permissions for properties, documents, and reports

Removing or Deactivating a User

  • Open the user in the Users section

  • Choose to remove or deactivate access

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