Give A User Rentals Only Access

Some users only need access to rental properties, listings and appraisals in your Grow CRM account, with no visibility of Sales properties at all. The Full Access - Rentals Only or Property Manager access level restricts a user to rentals, hiding anything related to Sales properties from view. This article walks you through how to set up this access level for a user.

1. Click the portfolio name in the top left corner (next to the Grow CRM switcher).
2. Click Account Settings.
   
3. On the side menu, click People.
   
4. Hover your cursor over the required person.
5. Click Edit.
   
6. Click the Permissions tab.
7. Click the Roles field.
8. Select either "Full Access - Rentals Only" or "Property Manager".
9. Click the X against any roles that are no longer required to remove them.
10. Click Save Permissions.