RentEngine

Overview Application Templates let you control which team members can view or act on sensitive application data without changing the <a href="https://learn.rentengine.io/en/articles/13586145-user-roles-and-permissions">user’s role in RentEngine</a>.

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Grant permissions to a team member

Click Edit on the relevant template

Check the box next to each permission you'd like to grant them

1. Go to Rental App Templates
2. Click Edit on the relevant template
3. Go to the Permissions tab
4. Find the team member
5. Check the box next to each permission you'd like to grant them
6. Save the template

Note: Permissions are set per template, so if a team member needs access across multiple templates, each one needs to be updated individually.

View Applications: allows the user to open and review submitted applications

View SSN: allows the user to see the applicant's Social Security number in the application's Personal Details section

Approve/Reject: allows the user to approve, conditionally approve, or reject an application

Issue Refunds: allows the user to issue a refund on an application fee or deposit

Manage Specials: allows the user to create or edit leasing specials tied to applications

- View Applications: allows the user to open and review submitted applications
- View SSN: allows the user to see the applicant's Social Security number in the application's Personal Details section
- Approve/Reject: allows the user to approve, conditionally approve, or reject an application
- Issue Refunds: allows the user to issue a refund on an application fee or deposit
- Manage Specials: allows the user to create or edit leasing specials tied to applications

Set application-level permissions per team member

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Set application-level permissions per team member

Grant permissions to a team member

Available Permissions