Manually Adding A User

1. Navigate to the Directory Module in the dashboard, and click on the User sub-page. 
2. Click on +New in the upper right, and from here the user form/profile will appear. 
3. 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. 

• • 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. 

• • 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. 

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