Grant Generate Rent Permissions to Members

The following table describes the minimum security settings necessary for a user to be able to generate rent.

To grant generate rent permissions:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Security link in the Member Administration section.

   The Page Access page opens.

3. Select the user group whose permissions you want to change from the field in the header bar.

4. Navigate to the appropriate folder by clicking the next to each of the following three folders: Administration > Dashboard > Manage Contracts.

5. Select the option in the Edit column for the Generate Rent line.

6. Select the option in the View column for the Contract parent folder.

7. Navigate to the appropriate folder by clicking the next to each of the following three folders: Contract > Payment Info > Payment Details.

8. Select the option in the Edit column for the Contract Payment Details line.

9. Navigate to the appropriate folder by clicking the next to each of the following three folders: Contract > Payment Info > Transactions.

10. Select the option in the Edit column for the Transactions folder.

11. Scroll down to the bottom of the Page Access page.

12. Click Apply Changes.

    The page refreshes. Your changes are saved.

13. Select the Actions tab at the top of the Page Access page.

    The Actions page opens.

14. Select the user group whose permissions you want to change from the field in the header bar.

15. Select the option in the Edit column for the Default access to Contracts for Portfolio Members setting.

16. Click Apply Changes.

    The page refreshes. Your changes are saved.

17. Select the Field Security tab at the top of the Actions page.

    The Field Security page opens.

18. Select the user group whose permissions you want to change from the field in the header bar.

19. Click next to the Contract folder.

20. Select the option in the Edit column for the Payment Transaction folder.

21. Navigate to the appropriate folder by clicking the next to these two folders: Summary Information > Summary Page Buttons.

22. Select the option in the Edit column for the Generate Rent line.

23. Click Apply Changes.

    The page refreshes. Your changes are saved.