How do I add users to LeaseCrunch?

This article shows the steps for adding users to client accounts.

To add users: 

  1. Navigate to Administration - Users
  2. Click the green Invite button
  3. Enter the following information:
    1. Email
    2. First Name
    3. Last Name
    4. Role
  4. Roles are defined as follows:
    1. Users: Can add, edit, review, approve and report on leases.
    2. Read Only: Can approve leases in Review status and report on leases.
    3. Administrator:
      1. Can add, edit, review, approve and report on leases.
      2. Can also modify Administration info such as policies, reporting entities, custom fields, GL accounts and currency.
      3. Can also add additional users.