Property Team tab
Within the Property Team tab, you can manage the roles assigned to your colleagues for a specific building. This helps organise each user's role within their portfolio and automatically applies a personalised filter to the logged-in user's portfolio upon login.
These are the available roles:
- Account Manager
- Account Team Assistant
- Asset Manager
- Assistant Property Manager
- Commercial Manager
- Consultant
- Facility Manager
- Financial Manager
- Junior Commercial Manager
- Junior Property Manager
- Junior Technical Manager
- Marketing Manager
- Owner
- Property Manager
- Senior Property Manager
- Servicedesk
- Team Leader
- Technical Assistance
- Technical Property Manager
Here’s a step-by-step guide to using this feature.
Step 1: When you first log in, select the building you want to make changes to, and click on Edit Details.
Step 2: A side toolbar will appear, where you can navigate to the second tab, "Team." If it's your first time editing this field, you might see something similar to the screenshot below.
Step 3: To add a new member to the Property Team, click on "New Member" on the top right-hand side of the screen. A pop-up window will appear, where you can select one or more colleagues.
Step 4: After selecting the new team members, you will be able to choose a role for them. You can find the complete list of roles in the beginning of the article.
Step 5: Once you have assigned your colleagues to their roles, click on Done, and your Property Team tab will be updated with a list containing:
- Team member's name;
- Team member's email address;
- A dropdown menu where you can edit their role if it changes in the future, and;
- The option to remove them from the Property Team, by clicking on the three-dotted icon on the right-hand side of the screen.