Manually Adding A User

Cove Team
Cove Team
  • Updated
  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. 

Screenshot 2025-02-16 at 1.43.18 PM.png

    • 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. 

Screenshot 2025-02-16 at 1.45.13 PM.png

    • 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. 

Screenshot 2025-02-16 at 1.45.20 PM.png

 

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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