Open Users
- 01Open it
In the side menu, open Directory and click Users.
- 02Find someone
Click Filters to search by name, email or phone.
- 03Status
Activated users can sign in. Use the status menu in a row to deactivate someone.
- 04Add
Click Add.
Fill in their details
- 05Access Level
Standard User is a regular app user. Digital ID Card User only gets the ID card. Record Only is kept on file but can't use the app. Specific Role Only gets one role and nothing else.
- 06Role
For Specific Role Only, choose the Role.
- 07Name
Enter the First Name and Last Name, 2 to 50 characters each.
- 08Contact
Enter their Email. It's how they sign in. Phone Number is optional.
- 09Save
Check it over, then click Save.
Good to know
- Most residents should be a Standard User. Give portal access separately, with a role.
The user is added
To link them to their home, add them to a lease. To give portal access, assign a role.
Next: Create a group