Want to invite a teammate to RentRedi?
Take the tour, and we'll walk you through it! 😁
Or, follow the steps below! 👇
Note: View Access lets them see the request, Edit Access will allow them to make changes, update the status, and input labor and material costs.
On your RentRedi dashboard, click the gear icon in the right side or at the bottom of the menu on the left side of the screen.
Click Settings
Under the Teammates section, click the Add Teammate button
Enter your teammate's name and email address
Under Set Access Rules, select a teammate type
Indicate the access your teammate can have for Tasks (View & Edit, Only View, Can't View)
Indicate the access (View & Edit or Only View Access) your teammate can have for Maintenance, Notifications, Properties, Rent, and Renters (giving a teammate access to Renters also gives them access to pre-qualifications and applications)
You can also designate teammate access by property if you would like
Click Add Teammate
Done! An invitation will be sent to the email address you entered. The teammate will connect via that email and log in to access under the permissions given.
Teammate Types
There are a few teammate types and access rules to choose from. Here's an overview to meet the needs of you and your team:
Teammate/ Property Manager: These are the highest access options, second to the primary account holder. The difference in title aligns with your business model. Teammates and property managers can access everything, excluding payment accounts, custom applications, and teammate invitations.
Maintenance Person: This role is for contractors, supers, and other similar personnel. Their view is rooted in updating and completing maintenance requests.
Listing Agent: This role is for any external listing agent or broker who assists with listings and the procurement of tenants. Their view revolves around properties, listings, applications, and prequalifications.
Owner (View Only): This role allows property managers who are the primary account holders to designate view-only access for property owners. They will be able to view their properties, the associated charges, and tenants, but cannot make any changes to the system data.
For Owner access, under Set Access Rules, select Owner (view only)
Indicate the access your teammate can have for Tasks (Only View, Can't View)
Indicate the access to different modules the owner can view (All Modules, Maintenance, Notifications, Properties, Rent, Renters). You will also select the properties this owner can view in this section.
Done!🎉
