- 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.
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- 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.
- Email
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- 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.
- User Role
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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