Step 1 of 6
1. Use the Accountant user profile.
2. Make sure the Properties and Leases modules are turned on (required for us to get the reports we need). And please only give us read-only access to PropertyWare.
3. Here is a screenshot of the exact settings to use:
4. Send the invitation to info+"YOURCOMPANYNAME"@pmprofitcoach.com (for example, firstname.lastname@example.org).
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