A few months ago, we quietly updated the LienPilot to allow users to set up “Locations” within their LienPilot account, and thereby order mechanics liens, preliminary notices and other documents from different office branches or even under different entity names. A support article explaining how to set up Locations or Alternative Business Names is available on our Knowledge Base.
Last month we made another quite update to the industry leading mechanics lien and bond claim management software to allow each location or alternative business name to have its own unique login. Through the use of this new feature, users can set up multiple “location” accounts for different people within the same office, and give different people different login ids and passwords. Projects can be assigned to a specific location or user, and thereafter, if the company chooses, only the person with that particular login will be able to view and manage that project.
We’re currently putting together a web tutorial for this process, so keep an eye out for that. In the meantime, if you would like help in setting up multiple accounts or multiple locations, please give us a call or email us at email@example.com.