Admin Settings
Guides for setting up company level settings including adding team members and email layouts.
- Multi-factor Authentication for Team Members (MFA)
- Verify Email
- Electronic Document Countersignatures
- Investor Relations Support Contact Information
- Team Member Roles
- Wells Fargo Integration
- Yardi Voyager Integration - Manual & API Process
- 🎬 Adding A New Team Member
- 🎬 CRM Only Team Member Role
- 🎬 Manage Profile Notifications
- 🎬 Project Only Team Member Role