Disclaimer:
To perform user management actions, ensure that your account has the necessary permissions. If your current role does not allow modifications to users, contact your team's admin to adjust your role settings accordingly. This article was written using an Admin role.
Creating a User
Step 1: Navigate to Users Menu
Click the dropdown menu with your account's role located on the upper right side of the navigation bar.
Select "Users" from the available options.
Step 2: Creating the User
Click the "Create User" button.
Fill out the user creation form with the required information:
First Name
Last Name
Email Address
Phone Number (optional)
Role (select from available roles)
Properties (optional, select specific properties or choose "All Properties")
3. Click "Send Invitation" to send the invitation to the user.
Step 3: User Accepting Invite
1. The user needs to accept the invitation by clicking the provided link within the email.
2. Log in using the provided password.
Step 4: Confirmation
Upon successful acceptance, the user will be able to log in to their new account.
Modifying Users
Step 1: Navigating to User Edit Page
From the Users Menu, click on the three stacked dots to the right side of the User Menu.
Select "Edit" from the dropdown menu.
Step 2: Modifying User Details
On the Edit User page, make the desired changes to the user's information:
First Name
Last Name
Email Address
Phone Number (optional)
Role
Properties (optional, select specific properties or choose "All Properties")
Click "Save Changes" once you've finished making modifications.
Disclaimer:
All properties are automatically assigned to each user as default. Once you assign a property to the user, they will only have access to the properties you have assigned. However, if you remove the specific properties, it will default to all properties again.
Step 3: Confirmation
Click the user's name to check their profile and confirm that the desired changes have taken effect.
Deactivating Users
Step 1: Deactivate User Account
From the Users Menu, click on the three stacked dots to the right side of the User Menu.
Select "Deactivate" from the dropdown menu.
Step 2: Confirm Deactivation
A message will appear asking to confirm deactivation of the user's account.
Select "Deactivate" to proceed.
Step 3: Confirmation
The user's status will now say "Inactive," confirming their account has been deactivated.