If no team has been created yet, that's the first step. Find out how in this article.
Customize team roles
Before inviting new users to the team, you can customize the platform features they will be able to access. To do this, first click on your email in the upper-right corner of the platform and enter the team in the menu that appears on the right side.
Once in the team, access again the menu that appers when you click on the email on the upper-right corner and Team members.
In this tab, scroll down to access the team roles. There are five preset roles:
Administrator - access all features in the platform.
Incident manager - access to the incidents, contracts and insurances in the properties.
Bookkeeper - access to tenants, contracts, income and expense data, liquidatiosn and billing.
State agent - access to the Prerent features (search of potential future tenants) and new contracts creation.
Recruiter - can only add new properties in management.
You can also edit existing roles to limit or expand the features to which they have access by clicking on the role you want to customize, or create completely new roles to suit the user's tasks. For roles related to incidents or communications, you can also customize what type of incidents the colleague will handle by default or whether tenants, proprietaries or providers invited to the platform will be able to communicate with them via chat.
How do I invite new members to the team?
Once you the roles have been defined, at the top of the same tab write the email address from which the new user will access the platform and the role that will be assigned to them. The user will receive an email with a registration link to the platform and will be able to access all the information added to the team, limited to the features active in their role.
