ποΈ How do I add a new sub-account (team member)?
Open [Users] from [My Profile], create a new team-member sub-account, set the role and access scope, and confirm the [Invited] status.
ποΈ How do I create a property portfolio for easier permission assignment?
Create a property portfolio on Web so you can later assign the right properties and units to selected team members.
ποΈ How do I create custom user roles and configure detailed operational permissions?
Create a custom Web user role, configure module, report, and settings permissions, and reuse that role for sub-accounts.
ποΈ How do I manage my team members (sub-accounts)?
Use the Web [Users] list to review team-member status, update permissions, resend invitations, reset passwords, and control access.