Steps to follow

Note that this action can only be performed by an administrator user.

1. Go to the “Contacts” tab.

Contact

2. Click on the contact you wish to edit.

3. Click on “Edit” in the top right-hand corner.
Contact modifier 2
4. Enter the manager’s e-mail address.
Fiche contact 1
5. In the fifth page of the dialog window, change the user role to “Manager”.
Fiche gestionnaire
6. To restrict the manager’s access to certain companies, check “Restrict by assignation” or “Restriction by company”, depending on the restriction you want.
gestion restriction
7. If you tick “Restriction by company”, select the companies.
Liste compagnie
8. Enter the user name and any other information you deem necessary.
The manager will receive his username and password by e-mail.
info de
9. Click on “Finish”.
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10. Go to the “Real Estate Park” tab and the “Properties” sub-tab.
Comment ajouter des documents a votre immeuble
11. Click on the property to which the manager is assigned.

12. Click on “Edit” in the top right-hand corner.
immeuble modifier
13. On the third page of the dialog window, click on “Select managers” and select the manager you’ve just created.
selectionner les gestionnaires
selectionner les gestionnaires 2
14. Click on “OK”.
annuler OK
15. Click on “Finish”.
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You have now created a manager access.
The manager can view and modify data, but cannot create users or manage access rights.