Creates a login and a profile. Share the temporary password; the user can reset it after signing in.
Roles (org chart seats)
Assign a person to each seat. This grants the role's rights (notifications, news, market-data edit/approve). The Director of Sales seat can be flagged as the single deposit-alert contact.
Seat
Dept
Assigned person
Deposit alerts
Workspace
Administrators
Toggle full administrator rights per account, or email a one-time password reset link.
Email
Username
Administrator
Password
Properties & managers
Create a property and assign a property manager. The manager can then add and manage their own property users (scoped to that property) from the Property Team page — no admin needed.
Property
Address
Units
Property manager
Assigning a manager sets them as the property’s admin. They reach Property Team from their account menu.
Market access
Grant a client access to a market at a tier. awaiting = deposit required; deposit = deposit paid (study unlocks, notifies Director of Sales); full = paid in full.
This sets the client's page_access row. Tool/app access (PropIQ, AssetIQ, LoanIQ) is managed on the project in the main Admin Console.
Assign a task
Assign a client task to a team member. They get an in-app notification (clickable to review) and an email.
Notifications and email are created by the assign-task function; the member sees the task in their Workspace.