When to Use Linked Accounts or Admin Groups
When deciding whether to use a linked account or admin groups understanding the purpose and difference of each is critical. Read the details below to help you select the right option and ultimately which features will best meet the needs of your scenario.
Linked Accounts
A linked account is useful when you want an existing user account to view one or more other accounts in the software. Click here to learn more about how to link accounts.
Linking accounts is typically used in situations where you have a spouse, accountant, or financial advisor who requires access to view the portal as a specific user(s).
Admin Groups
Admin groups are useful for partner organizations where you want to provide limited access to a specific group of properties or investors.
Admin groups are typically used in situations where there are multiple partners involved in a deal. An admin group will allow the administrators within that group to only view/edit the properties and/or investors they have permission to access.
IMPORTANT: By default, every admin you create will belong to the owner group. You have the option to select a different admin group, click view and then add the new admin within a different group if you want to add the admin to a different admin group, provided there are more than one in your system. This ensures the new Admin is added to the system and assigned to the intended group and therefor, has the ability to view only what is necessary.