User Information

Find information on setting up new user accounts, managing user access, and assigning roles and permissions within PropertyBoss.

How to: Login to PropertyBoss
PropertyBoss Online provides secure access to your PropertyBoss software from anywhere. Follow the steps below to sign in and launch PropertyBoss. Befor...
Wed, 29 Jul, 2026 at 1:11 PM
How to: Create an Account for New Users (Admins)
TABLE OF CONTENTS Before You Begin Create a New User Details: New User Welcome Email  Welcome Email Assign Security Permissions Security Best Prac...
Thu, 30 Jul, 2026 at 8:35 AM
Security Roles in PropertyBoss
Overview Security Roles in PropertyBoss allow administrators to assign the same permission set to multiple PropertyBoss users. Instead of configuring permi...
Tue, 4 Aug, 2026 at 5:08 PM
Portal Roles & Non PropertyBoss Users
Overview Portal Roles allow individuals to access PropertyBoss web portals without providing access to the full PropertyBoss application. These roles are d...
Tue, 4 Aug, 2026 at 5:08 PM
Understanding Roles in PropertyBoss
Overview PropertyBoss uses roles to simplify user security and permission management. Instead of configuring permissions individually for every user, admin...
Tue, 4 Aug, 2026 at 5:08 PM