Your account settings

Who this is for

Everyone who works in an eSamaHomes account. Anyone can look at this tab; only the account owner can change the security deposit setting.

Before you start

• Open Settings under Setup in the menu. The Account tab opens first.
• Your name and email come from the Google account you sign in with. eSamaHomes has no passwords and no profile to edit.

Steps

1. Open Settings, then the Account tab.
2. Under Profile, check your details. None of them can be changed here: - Full name: "Your display name across the portal". - Email address: "Used for login — managed via Google". - Role: Owner or Member. See Add your team.
3. Under Account Mode, see whether the account is Landlord or Property Manager. It was set at signup: "Set at signup — contact support to change".
4. If you are the account owner, choose under Security Deposits, "How do you keep security deposits?": - In a separate bank account, or - In the same account as rent, with a surety bond. It saves when you click, and "Security deposit setting saved" shows.

Example

Ana Rivera runs Rivera Rentals in Landlord mode and keeps deposits with rent under a surety bond. She opens the Account tab, sees Role Owner and Account mode Landlord, and picks In the same account as rent, with a surety bond. Her assistant, Leo, opens the same tab: he sees Role Member, and under Security Deposits "Only the account owner can change this."

What happens next

• The deposit setting decides whether a Security Deposit account must be its own bank or can be held in your rent account. See Security deposits.
• A different name or email shows here after it changes in your Google account and you sign in again.

If something looks wrong

• The account mode is wrong. It can't be changed in eSamaHomes. Email hello@esamahomes.com.
• You can't change the deposit setting. Only the account owner can. Ask an Owner on your team.
• You can't switch back to a separate bank account. It is refused while any security deposit account is held in a rent account. See Security deposits.