GERENCIEE HELP CENTER

Team & Permissions

Step-by-step guidance for your Gerenciee workspace. Available options may vary by account and plan.

Overview

Invite and manage team members with role-based access to company records.

How to use it

  1. Sign in to your Gerenciee workspace.
  2. Open Team & Permissions from the navigation.
  3. Add a team member, select their role and review access before granting permissions.
  4. Review your changes before saving or sending.

Need more help?

Contact our team for onboarding and troubleshooting. Please do not send passwords or sensitive financial information by email.

Contact support