How to Add a Teammate

add team, teammate, invite team member, business partner, assistant, grant access, add person, invite teammate

Ryan Barone avatar
Written by Ryan Barone
Updated over a week ago

Want to invite a teammate into RentRedi?

Take the tour, and we'll walk you through it! 😁

Or, follow the steps below! πŸ‘‡

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.

  1. On your RentRedi dashboard, click the gear icon located on the right side or at the bottom of the menu on the left side of the screen.

  2. Click Settings

  3. Under the Teammates section, click the Add Teammate button

  4. Enter in your teammate's name and email address

  5. Under Set Access Rules, select Teammate

  6. Indicate the access your teammate can have for Tasks (View & Edit, Only View, Can't View)

  7. 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 application)

  8. You can also designate teammate access by property if you would like

  9. Click Add Teammate



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