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  1. IMS Help Center
  2. Account Settings
  3. Admin Settings

Admin Settings

Guides for setting up company level settings including adding team members and email layouts.

  • Multi-factor Authentication for Team Members (MFA)
  • Electronic Document Countersignatures
  • Investor Relations Support Contact Information
  • Team Member Roles
  • Verify Email
  • 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
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