Setting Up User Accounts
Learn how to create and manage user accounts, assign appropriate permissions, and invite team members to your property management platform
Overview
Setting up user accounts properly is crucial for maintaining security and ensuring smooth operations in your property management system. This guide will walk you through creating different types of accounts and managing user access.
Before You Begin
Ensure you have admin privileges and have completed the initial property setup.
Creating Admin Accounts
Admin accounts have full access to all features and settings. Follow these steps to create admin accounts:
Navigate to User Management
Go to Settings → Users & Permissions → User Management
Click "Add New User"
Select "Administrator" role from the dropdown
Enter User Details
Fill in name, email, phone number, and any additional required information
Send Invitation
Click "Send Invitation" to email the new admin their login credentials
Inviting Users
You can invite multiple users at once and assign different roles based on their responsibilities:
Use the "Bulk Invite" feature to efficiently add multiple users:
- Upload a CSV file containing user information
- Copy and paste email addresses (one per line)
- Manually enter multiple email addresses
Setting User Permissions
Understanding User Roles
- • Full system access
- • User management
- • Financial settings
- • System configuration
- • Property operations
- • Resident management
- • Maintenance requests
- • Basic reports
- • View work orders
- • Update request status
- • Upload photos
- • Time tracking
- • Lead management
- • Tour scheduling
- • Lease processing
- • Unit availability
Managing Access Levels
You can customize permissions for each role or create custom permission sets:
- Property-specific access (restrict users to certain properties)
- Feature-based permissions (financial data, reports, etc.)
- Time-based access (temporary permissions)
- Action-level controls (view-only vs edit permissions)
Account Verification
All new users must verify their accounts before gaining access:
Verification Process
- 1. User receives invitation email
- 2. Clicks on verification link
- 3. Sets up password and security questions
- 4. Completes profile information
- 5. Gains access to assigned features
Troubleshooting
- • Check spam/junk folder
- • Verify email address is correct
- • Resend invitation from user management panel
- • Contact support if issue persists
- • Check user's role and permissions
- • Verify property-specific access settings
- • Ensure account is fully verified
- • Review custom permission assignments
If you need immediate assistance, please contact our support team.
Support Hours: Monday - Friday, 9 AM - 6 PM
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