Collaborating is easy—invite your teammate in just a few clicks and start working together right away! 😄
You can invite a teammate to join your RentRedi account at no extra cost!
Steps to add a teammate:
From your RentRedi dashboard, click your name in the upper-right corner.
Select Team Members.
Under the Teammates section, click Add Teammate.
Enter your teammate’s name and email address.
Under Set Access Rules, choose a teammate type.
Tip: See the guide below for details on each teammate type.
Set their permissions for:
Tasks (View & Edit, View Only, or No Access)
Maintenance, Notifications, Properties, Rent, and Renters (View & Edit or View Only)
Note: Access to Renters also includes pre-qualifications and applications.
(Optional) Limit access to specific properties if needed.
Click Add Teammate.
That’s it! 🎉 An invitation will be sent to the email address you entered. Your teammate can log in and access the account based on the permissions you assigned.
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, vendors, and other similar personnel. Their view is rooted in updating and completing maintenance requests.
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.
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.
