Add a New User in Lease Assist
A guide to giving your team access and setting up roles
Adding a new user in Lease Assist is a simple way to give your team members access to the platform so they can manage opportunities, communicate with prospects, and collaborate smoothly. Keeping your user list up to date makes sure the right people have the right tools and helps keep ownership and accountability clear across your workflows.
New users are added when bringing a new team member on board or giving access to an existing staff member. When you create a user, you’ll choose the appropriate role and permissions so they can do their job effectively while keeping your data secure.
Best Practices
Before adding a new user, double-check what level of access they need based on their role. After adding the user, make sure they can log in successfully on both the desktop and mobile app. It’s also a good idea to review your active users from time to time and deactivate anyone who no longer needs access.
How to Add a New User
The guide below walks you through adding a new user in Lease Assist, including where to go, what information to enter, and how to finish setup so your team member can start using the platform right away.