Team, roles and property assignments

Under «Team & roles» you invite staff, assign roles and arrange deputies. With property assignments, managers, assistants and read-only users see only the properties they are responsible for.

1. 1

   Click «Invite new person», enter the e-mail, choose the «Role» (Management, Admin, Property manager, Assistant or Read only) and click «Send invitation». If the e-mail does not arrive, ImmoFlow shows a link to pass on.

2. 2

   If needed, switch on «Property assignments» under «Organization». From then on managers, assistants and read-only users see only assigned properties with their units, leases, documents, tickets and tasks.

3. 3

   Assign people on the property in the «Assigned» area with «Assign a person» and «Assign». Anyone who should see the whole firm gets the permission «sees the whole firm» in the team.

4. 4

   Under «Deputies», use «Record deputy» to record a deputy with «From» and «To», for example for holidays. During that time the deputy also sees the properties of the person they stand in for.

5. 5

   When someone leaves or misuse is suspected, use «End sessions now», «Reset 2FA» or «Deactivate» in the person's row.