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Managing Teams and Portfolios in RentCheck
Managing Teams and Portfolios in RentCheck

Set up your team, invite teammates, and organize your portfolio

Jack Stallard avatar
Written by Jack Stallard
Updated over a week ago

In RentCheck, managing teams is a convenient way to organize your property portfolio, segment your properties, and streamline your inspection management process. This guide will walk you through all needed steps!

Step 1: Accessing Teams

To get started, click on your profile icon located at the top right corner of the screen. It's the blue bubble with your initials in it.

Step 2: Navigating to Teams

After clicking on your profile icon, you'll be taken to the Teams tab. Here, you'll find a list of all the teams that you have access to. This includes teams that you manage as the admin or main user.

Step 3: Creating a New Team

  • To create a new team, select the "Add Team" button.

  • Enter the name of the company for external use. This name will be visible to residents when you send out inspections.

  • Provide an internal label for your reference and for your team.

  • If you have a team logo, you can upload it from your computer. (You can also add this later).

  • Click "Complete Team" to create the team.

Step 4: Inviting Team Members

  • By default, you will be the only member of the new team.

  • To invite additional team members, click on the "Invite Teammate" button.

  • Enter your teammate's email to send them an invitation.

Step 5: Managing Invitations

  • You can invite as many people as you need and create multiple teams.

  • You can also add teammates to multiple teams at once.

  • After you send an invite- go to the "Invites" tab and view the sent invitations along with the date they were delivered.

  • You can send reminders and change the user's role at any time.

Step 6: Team Member Roles

RentCheck offers two main roles: Admin and Manager.

  • Admins can manage teams and move units between teams.

  • Managers have access to a specific team and its properties but cannot manage teams.

Step 7: Unit Management

  • To reassign units between teams, go to the "Properties" section.

  • Select the units you want to move and use the "Actions" button.

  • Choose "Reassign Team" and select the destination team.

Benefits of Teams:

  • Segment your portfolio by offices, companies, or property managers.

  • Efficiently organize and manage units.

  • Simplify collaboration and inspection management within specific teams.

By following these steps, you can effectively set up, manage, and organize teams in RentCheck, making property portfolio management a breeze.

If you have any questions, please reach out to our team by selecting the blue circle in the bottom right corner to chat with us directly. We're more than happy to answer any questions you might have.

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