User Management
Overview
PaTMa supports multiple users, allowing you to add colleagues or anyone else who needs access to manage your portfolio. To ensure your account remains secure, access levels can be granted on a per-user basis.
Adding a User
Navigate to Your Profile. You will be prompted to login if neccesary.
You can also find the link to your profile from the icon in the top right corner of the screen after logging in.
The lefthand menu now shows account related options and settings instead of the usual PaTMa menu.
Choose Account Users, then click Add User.
You will need to add some details about the user you are adding:
- Invite email - the email of the new user. They will also use this email to login with.
- Product - Choose from All, Deal Finder, or Property Manager as required. Note that choosing All will grant the user admin access.
- Access Level - grant the level of access the user needs:
- Read - the user may only view information.
- Edit - the user may view and edit information.
- Admin - the user has full read and edit access to all products in your account.
An email will be sent to the specified email address. The user must follow the link in the email to complete setup of their account. In the meantime, you can view the status of the invitation on the Account Users page.
Once an invite has been sent you can view the status on the same page, or make changes if needed.
The invited user will receive an email with a link to complete their registration and accept (or reject) your invitation.
Secondary User Login
Your new user will login as normal to PaTMa.
After logging in, clicking the profile icon in the top right will allow the user to switch to your portfolio. They will then see the same menu options as you do, and have the ability to view or make changes depending on the access level granted to them.