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Managing Roles and Users

With your RentScreener PRO account you can setup access rules and multiple users so that your entire office or team can access the information in your RentScreener account.  By establishing Roles you can setup permissions that a user can have within the system.  So if you would like a user to be able to only view information you can set up a "Viewer" role and all users with that role will only be able to view application information.  They will not be able to modify any information or settings on your account.  To get started using this feature follow the guide below.

The first step in setting up additional users is to open up your account settings.  This can be done by selecting the settings tab on the main navigation (see screen shot below).

 

Establishing Roles

To create a role in RentScreener select the "Roles" option from you settings menu (see screen shot).

 

Now that you are on the "Roles" screen you can either create a new Role or edit a previously existing role.  You can create a new role by clicking on the add role button on the upper right hand side of the screen and you can edit a role by clicking on the edit role button.  Click on the "Add" role button to create your first role.

 

To create a Role you will first need to name the role something that indicates what people in that role mean to either your business or in your RentScreener account.  For simplicity lets call this role "Viewer".   Users in this role will only be able to view application information.  The second step is to check the permissions you want that user to have.  For viewers we are going to check the "View Applications" permission only.  The descriptions of each permission are defined in gray text below the permission name.

Once you have named the Role and defined the permissions click on the "Save" button in the bottom right hand corner ( you may need to scroll to it). 

Now that you have roles established you can now setup new users to have access to your account with those roles.

 

Adding Users

The first step in adding a new users is to click on the "Users" option in your settings menu (see screenshot).

From here you can now create and modify users.  You can create a new user by clicking on the "Add" button on the upper right hand corner or modify an existing user by clicking on the "Edit" button on the user record.  Click on the "Add" button to create a new user on your account.


The last step to setting up a user to now fill in the user's information (First Name, Last Name, Email, Password, and Role).  Once all this information is setup you can click on the "Save" button to add the user to your account.  (Note:  Please write down the password and either give it your user or have them use the password recovery to get the password.)  This user can now access your account on RentScreener and they will be restricted to the permission you have established for them.  

Note: For those with multiple accounts on RentScreener you can add a user form another account by selecting the email address form the typeahead that appears while you are typing the user's email address in.  This will allow that user to use the same email and password on multiple accounts.

You should now be able to Create Roles and Users with in your RentScreener account.  

 

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