Administration
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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Configuring Company Info
A lot of information is tucked away on the Company Info page; for example, your company's name and address, accounting setup, security options, and mapping colors.
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Removing a User
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.
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Lease Form Upload Screen
This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.
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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Lease Template Info Screen
Create or edit lease templates using this screen.
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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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Creating a Prospect
Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.
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