Adding administrative users to your account allows your team to access and manage different features based on their assigned roles. You can add as many users as you need and customize their permissions to fit your business needs.
How to add an additional user
- Click your avatar in the upper-right corner and select Settings.
- Navigate to Account Users and click Add.
- Enter the user's First and Last name, Email, and Role.
- Once you select a role, a Role Privileges section will appear, showing which modules and features the selected role can access, either as view-only or with editing permissions.
- Click Add and Send Invite to complete the process.
Current Available Admin/Team Roles
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If you can’t find a specific role you need, feel free to send us an email at support@managecasa.com, and we’ll see if it’s something we can add in a way that works for everyone.
For giving access to board members of an association, check out this article: How do I add a Board Member to an association?
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