Manually Adding A User
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Navigate to the Directory Module in the dashboard, and click on the User sub-page. Click on +New in the upper right, and from here the user form/profile will appear. There are only five fields required to create a user profile: First Name Last Name Company Choose the user's company from the dropdown. If their company/ organization does not yet exist, click Add Tenant to create a tenant and then assign the user to it. Email Pro-tip: This is how user's will login, so double-check that their email is accurate. If it is not, the user will not be able to login. User Role This is what will determine the user's level of access to the app and/or dashboard. Choose the user's role in your building from the dropdown. Click here for more information on User Roles. 4. Ensure the Account Status is set to Active (by default it will be set to Active). Active users can log into the app or dashboard. Suspended users cannot log into the app or dashboard. Pro-tip: We recommend suspending a user from the system instead of deleting them so that you have a record of their profile existing. 5. Click Save. Optional User Profile Information: Photo Phone Secondary Phone About User's can add this when they log into the app for the first time. Tags The property team can add User Tags to a User's profile at anytime to segment the directory or communication. External ID Optional External ID for connecting to other platforms
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