Please note, this feature is only available to Admin users.
Please navigate to Company Settings > User Admin > Users > Add User:
When adding a user, please fill out the required fields shown on screen with a red asterisk, flag the user for Deal Manager access, flag the user as Verified and, if applicable, flag the user for Access to All DM Properties (to set the individual property access for the user, leave “Access to All DM Properties” unflagged and see the property access section below):
Once the user has been added, you can send the user a Welcome Email or a Welcome Email for YardiOne to allow for the user to log in to Deal Manager using a password (Welcome Email) or through YardiOne (only use this if the user has already been configured as a YardiOne user):
Once a Welcome Email has been sent out, save the user and you can set individual property access for the user under “User DM Properties”:
You can search for the property that you wish to provide access for and update the “Access Type” column using the dropdown to select the access that the user should have access to. Once completed, please save and the user configuration is complete.