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Group Accounts – Roles and Permissions

Group Accounts – Managing User Roles and Invitations in Property

This feature is offered for Premium users.

Objective:To effectively create roles, assign permissions, and invite new users to the Property Scout account for efficient team collaboration and access control.

Key Steps:

  1. Create Roles:
    • Login to the Property Scout account.
    • Go to the “Users” section in the left-hand side column.
    • Click on “Roles” to create a new role.
    • Name the role (e.g., Sales Team, Customer Service).
    • Assign specific permissions (e.g., search by address, APN, people).
    • Save the role.
  2. Invite Users:
    • Go back to the “Users” section.
    • Click on “Invite Users.”
    • Enter the user’s details (e.g., name, email).
    • Assign the previously created role to the user.
    • Send the invitation.
    • The user will receive an email to confirm the invitation.
  3. Manage Users:
    • Monitor the list of users in the account.
    • Control user status (e.g., active, inactive).
    • Update roles or permissions as needed.
    • Resend invitations if required.

Cautionary Notes:

  • Ensure roles are assigned accurately to maintain data security.
  • Regularly review and update user access to align with organizational changes.
  • Keep track of user statuses to prevent unauthorized access.

Tips for Efficiency:

  • Use clear and descriptive role names for easy identification.
  • Communicate role changes or updates to users promptly.
  • Regularly audit user roles and permissions for security compliance.

By following these steps, you can effectively manage user roles and invitations in the Property Scout account, ensuring secure access control and streamlined team collaboration.

Enjoy researching with your group and peace of mind!! Group Accounts