User Permissions

Permissions

This area controls which parts of Palace you can share with another Palace user. You can have it set that you can only see your own and no one else will see or you can share everything. There are two sections explained as below.

If you just want to see your own Owners properties and Tenants and reminders but want the option to see others from time to time. Turn every one to NO on the Permissions list tab and under Authorities make sure you have Company Portfolio turned to Yes.

This allows you to switch on and off as you want using the (human) eye icon at the top of the screen.

If you want to always see the whole portfolio and everyone’s messages and reminders, then you can set it to yes against each person in the permission list.

Discuss with your trainer if you want it explained a bit more

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Once you have finished click Save and Close.

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