You have the option to grant or restrict permissions: access to certain information and actions that users can perform within RentalReady (staff users, owners, and agents).
You can manage permissions in bulk for multiple users or individually for each user.
N.B.: From now on, any user created does not have any permission, you must add it into a permission group or provide permissions individually.
From the main menu, go to Users > Permissions
You will find a dedicated tab for each user type, along with a section for permission groups and a section for individual users.
N.B.: only legal representative of the Property Manager will be able to manage staff users permissions. It is his/her responsability to provide permission "Manage staff users permissions" to other users if needed.
Manage permissions by group
Managing permissions by group allows you to assign multiple users to the same permission group and grant the same permissions to several users at once.
Create a group
In the Groups section, click Create new group
Complete the form:
Add a title for the group (for example: Owners, Intern, Guest Communication Team, etc.)
Add the users who will be assigned to this group
Select the permissions you want to grant to this group
N.B.: some permissions are parents to others permissions, you will see them as a tree view. The first permission is mandatory to select if you want to select sub permissions below.
Click on Save
Edit a group
You can edit a group by updating its users and assigned permissions.
In the Groups section, click on the title of the group you want to edit
Add or remove users
Select or deselect the permissions
Click on Save
Manage Permissions Individually
Managing permissions individually allows for the highest level of customization for each user.
In the Users section, click on the user you want to modify
Select the permissions you want to grant to that user
N.B.: some permissions are parents to others permissions, you will see them as a tree view. The first permission is mandatory to select if you want to select sub permissions below.
Click on Save