How to Create and Manage Users
You can create and manage accounts for your team members from your Rentopian settings.
To get started, go to Settings > Team Members/Users. Your existing users will appear in a list.
Add a New User
To create a new user, click the green Add User button.
Enter the account information for the new user.
Choose Locations and a Role
If your Rentopian account has more than one location, you can assign the user to specific locations or select all locations.
Next, select the user's Role or Group. The role controls the user's access within Rentopian.
Before you can create a new team member or user, you'll first need to establish their permissions by creating a role. For more information about creating and managing roles, see How to Manage User Roles.
Enter the User's Information
Enter the user's:
Phone number
First name
Last name
Time zone
Tip: If an employee does not want to provide a personal phone number, you can use your company phone number instead.
Choose How the User Activates Their Account
Under the Time Zone field, you will find the Fill Out the Rest of the User Information option.
If you check this option, additional fields will open where you can:
Create the user's password
Enter an address
Add a user photo
Activate the account immediately without sending an email confirmation
If you leave Fill Out the Rest of the User Information unchecked, Rentopian will send the user a confirmation email. The user can then create their own password and activate their account.
Good to know: If you choose to activate the account immediately, the user will not receive the email confirmation. Their account will be activated so they can log in with the login information you created.
When you are finished entering the user's information, click the green Create User button. The user will be added to your Team Members list.
View Your Users
Your Team Members list provides information about each user, including:
User ID
First and last name
Email address
Role
Status
Last login
Under the Actions column, click the View icon to open a specific user's information.
From the user view, you can also review:
Email Log: Emails that have been sent to the user from Rentopian.
Login History: The user's login activity.
Edit a User
To make changes to an existing user, click the pencil icon under the Actions column.
From the Edit User screen, you can update the user's information or change their password.
When you are finished, click the green Update User Profile button to save your changes.
Delete a User
To delete a user, click the red trash can icon under the Actions column.
Rentopian will ask you to confirm the deletion.
Click Yes, Delete to remove the user.
Click No, Do Not Delete to cancel and return to the list.
Important: Deleting a user does not automatically remove or reassign them from transactions they are already associated with. You will need to manually update the Managed By or Salesperson on those transactions and assign them to another team member.
After those transactions have been reassigned, you will still be able to see the deleted user's past activity history.
Search for a User
To find a specific team member, use the Search field above the user table on the right side.
Enter the user's information to filter the list and find the user you need.
Need Help?
If you have questions about adding, managing, or deleting team members from your Rentopian account, contact us at [email protected].