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Articles in this section

  • Investor Relations Support Contact Information
  • Manage Profile Notifications
  • Admin Password Reset
  • Adding A New Team Member
  • Team Member Roles
  • MFA - Multi-Factor Authentication for Team Members (New Permissions)
  • MFA - Multi-factor Authentication for Team Members (Old Permissions)
  • Adding a Countersigner (Legacy Investor Portal)
  • Wells Fargo Integration
  • Yardi Voyager Integration - Manual & API Process

Adding A New Team Member

 

To add a new team member in IMS, please select Profile and Preferences in the top right of IMS > Admin Settings. Once you are in Admin Settings, select Team Members > on the top right, select Add Team Member. Please fill in the required (starred) boxes - including First Name, Last Name, Team Role, and Email. Click Save. 

Next, locate the Team Member in the Team Members list > click the dropdown by their contact > click Invite > once they accept the invitation, they will have access to the IMS platform. 

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