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

 

Step-by-Step:

1. Select Profile & Preferences (your name) on the top right-hand side of the page.

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2. Select Team Members:

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3. Select Add Team Member:

Screenshot_2022-08-01_173121.png

3. Fill in the required fields (as indicated by a red asterisk), including First Name, Last Name, Team Role, and Email. Select Save. 

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4. Locate the Team Member in the Team Members list and select the dropdown by their contact. Select Invite. Once they accept the invitation, they will have access to the IMS Admin platform. 

Screenshot_2022-08-01_174456.png

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Related articles

  • Team Member Roles & Permissions
  • MFA - Multi-Factor Authentication for Team Members (New Permissions)
  • New User Training Checklist
  • Investor Profile Editing Abilities
  • IMS System Overview

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