Manage your users screenshot

Our User Management feature provides two levels of login access and allows multiple people to work on their deposit administration tasks at the same time.

  • The account owner, responsible for keeping deposit portfolios up-to-date, manages adding and removing administrator-level users, and is accountable for administrator actions entered in the portfolio.
  • The administrator is able to complete tenancy-related actions like adding, transferring, and refunding deposits, initiating and responding to claims on behalf of the account owner.

User Management also maintains a log of administrator actions by time and date, creating an audit trail all users can review, enhancing team accountability and the security of your deposits.

 

This short video shows you how to add an administrator to your account and how they activate their profile.

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