We’ve added a new option within the user accounts permissions.  The new feature (right up at the top) is designed to make a user account read-only.  Meaning they can read data from your account, but not modify anything.  This feature is great for:

  • Property Managers or Landlords providing access to an accountant or adviser so they can review records and/or run their own reports directly from the software.
  • New employee training.  Provide new employees a read-only account so they can familiarize themselves with the property portfolio and the system without the worry of them breaking anything.  When they are ready, just turn read-only off.
  • Associations can provide the board read-only access to see all financial transactions and owner status.
  • Providing access to any other individual who needs to be able to see the data, but should not be making any changes.

To use this new feature, go to Settings, Manage User Accounts.  Create a new user (if you haven’t already), then click the permissions link for the user.  The new option right up top, when enabled, will turn the account read-only.