Click Settings in the left-hand menu.

Find and click the Users button in the Company section.

On the Users screen, click on the + New User button at the top-right corner.

On the New User window, enter as much information as you want. A First Name and Last Name combination or Company name are required.

Select the User Role for the user in the drop-down box.

By default, there are several roles, including Full Access, Accountants, Maintenance Team, and Property Owners, but you can create other roles with limited access if needed. The default roles are set with permissions usually associated with those roles, but you can edit them if needed. Note that Starter Plans only get access to four default user roles and cannot edit or add additional user roles. Please consider upgrading to Pro or Premium plans if you want more features.

(Refer to this article for information on creating User Roles.)

(Optional) Click Properties on the left to bring up two very important settings. Here you can give your Users either full access to all of your properties or access to only some properties. If you choose to only allow access to some properties, you’ll need to use the drop-down menus to choose the properties or portfolios they can gain access to.

(Optional) Click Bank Accounts on the left to bring up Bank Account settings for your Users. Here you can also choose to give Users either access to all of your bank and credit card accounts or have access only to some bank and credit card accounts.

When finished entering data, click Save. This automatically sends an invitation email to the user, which they use to set up a password.