With User Groups, you can control which properties (units) are seen and worked with by specific users.

User Groups are most commonly used when:

• Your company workload is divided among users based on particular multi-unit buildings/complexes or sets of properties.
• Your company primarily is organized around portfolios rather than functional groups.

When a user is assigned to a particular User Group, any new Property that user creates will automatically be allocated to their User Group.

To create a User Group:

• Step 1 – Create a Users on the Group page, if needed.
• Step 2 – Create a User Group and assign at least one User to it on the User Group tab.
• Step 3 – Assign properties (units) to specific User Groups on the Admin’s Property Page.  Use the Search and Select All tools, as needed, to select and assign multiple properties / units at once.
• Repeat as needed.

For more on User Groups, click here.