Adding users to the building and managing their permissions

Who is this guide for?

For the building manager who wants to add an employee or another official (accountant, assistant manager, guard...) to work on the control panel, or modify his data or archive it.

Before you begin

• Prepare a username and email address that have not been used before on the platform.
• The role you choose determines what the user can do.

Steps

1. From the side menu, open Platform Management ← Users.
2. Click Add User.
3. Fill out the fields: User Name (required), Email (required), First Name and Last Name, Password (required for new user), and Phone with country code, example: 599123456.
4. In Groups Select one or more roles. The first role is the primary role.
5. Complete Date of Birth (required on the form), Gender, Language, andIdentityoptionally.
6. Click Save User.

Result

The user appears in the User Directory and can log in with the username and password, and is automatically linked to your building.

Important notes

• To edit, click the Edit button in the User row. Leave the password blank to keep it, or use the Change Password section at the bottom of the window (at least 6 characters).
• Archive hides the user from the directory and stops using it; You cannot archive your own account.
• The number of building managers is limited depending on your package; When the limit is reached, a message appears requesting an upgrade or purchase of a user addition.
• To change what a specific role can do in your building, use Building Permissions (see explanation of Assigning Building Permissions).
• Use Advanced Filters to search by role, relationship to apartments, or activity, and CSV Export to download the list.