Property Manager Management for Commercial Admins

Property managers are a subset of your property staff that comes with their own set of priorities and focuses. In Rise, you can easily set up Property Managers or Administrative Credentials that will allow that user to have full access to the property's platform. This will allow them to view, edit, and delete all user and service details.

• Add new Property Managers or Admins
• Edit Existing Property Managers or Admin Profiles
• Delete a Property Manager or Admin Account

Add new Property Managers or Admins

Step 1

Select Operations from the left navigation menu and select Staff Management.

Step 2

Select Property Managers from the top menu.

Step 3

Select Add New Property Manager from the top right corner.

Step 4

Enter the Property Manager Profile details and select Submit. A welcome email will be sent to the email listed in the profile to prompt them to reset their password and log in. An email can only be used one time within the portal. 

First Name: First name of the Property Admin

Middle (optional) & Last Name: Include their last name.

Email: This will be their username when logging into the Admin Portal. This must be a unique email not used in another profile or property.

Phone Number: Optional to include a phone number for the Property Admin.

Password: After receiving their welcome email it will allow Property Admins to reset their password.

Alternate Contact: Optional to include an additional contact.

Permissions: You can either allow the Property Admin to have full admin access by checking the box at the top of the screen next to Property Admin or scroll down to select which features you want to give the Property Admin. Property Managers that have selected permissions, will only receive emails based on the permissions they have enabled. The categories include Access, Operations, Engagement, Advanced, and Settings. 

• Note: You can select the Expand button in the top right of each box to further narrow down what the Property Admin will have access to on the Admin Portal.

Need a unique email address that is not already being used for a Rise account but has to receive a real email?  Google Gmail allows something called “+” addressing. So for example, if someone needs to have a real login as [e-mail] to access Rise Office but also needs a real login for the Admin portal? Simple. Set up the Admin login as [e-mail]. This will tell Gmail to deliver an email to [e-mail] using the “+” tag of admin. 

If you require Super PM access, meaning the account needs access to multiple properties, please contact Support and they can configure it for you. Please review account permissions before this user is updated to a Super PM. All additional property accounts will be created with matching permissions.

Edit Existing Property Managers or Admin Profiles

Step 1

Select Operations from the left navigation menu and select Staff Management.

Step 2

Select Property Managers from the top menu.

Step 3
Select the Three Action Dots to the right of the Property Manager you wish to edit and select Edit.

Step 4

Make all necessary changes and select Save Changes to complete the update. 

Delete a Property Manager or Admin Account

Step 1

Select Operations from the left navigation menu and select Staff Management.

Step 2

Select Property Managers from the top menu.

Step 3

Select the white box next to the name of the manager account you would like to delete or deactivate and use the top Select Action drop-down to make the desired action.

• Delete - removes the Staff Member's credentials and deletes them from your platform. If the Staff Member returns you would need to re-create their staff profile. 
  
• Deactivate - removes the Staff Member's credentials and leaves them on the platform. This is useful if the Staff Member is taking a leave of absence. When they come back you can simply select Reactivate.

Step 4

Select Submit to the right to complete the action.