Adding Client Users to LeaseCrunch

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

 

While on the main client account screen, click into the Client Account that needs to have a new user added.

 

At the top of the Client's My Leases page, click on the Administration Tab.

My leases administration tab

 

The Administration Tab will now be showing a table displaying all Enabled users. 

 

Click on the  Invite  button in the top right of the table.

Invite button

 

This will open a new window requesting the required information to add the user.  The roles that can be granted to users and their functions are described below.

 

Invite user

Tip: LeaseCrunch recommends that all client accounts have at least one Administrator.

 

After filling out the user's information, click the Invite button, and an invite email will be sent to the user, allowing them to create their LeaseCrunch account.

What happens after a user is invited?