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How to Invite a User?

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Written by Pam Winslow
Updated over 2 years ago

SmartProperty > Portfolio > Settings > User

Follow the above-mentioned workflow to land on the Users list.

Click Manage Invites from the top-right corner of the screen.

This takes you to the Invitations screen. To invite a new user, click the Invite User button.

Resultantly, you land on the Invite User screen. Here, enter the email address of the user you want to invite in the Email field.

Use the Name field to enter the name of the user you are inviting.

Select the role you want to assign to this user from the Role dropdown.

Choose the property(s) to which you want the user to have access using the property names listed under the Property Access heading.

Once the selections are made, click the Save Changes button.

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