New User Setup

A new employee has been hired (team member, facilities person) or a tenant/occupant has requested a new user setup. How do I setup this user?

Property, Regional, and System Administrators have the necessary permissions to add new users to the system.  To add a new full user or guest user:

1. Access the Administration module.

2. Select Create a User.

3. Enter User Name.

4. Select User Type:

   • For tenant/occupants, set the type to Named Guest or Unnamed Guest

   • For employees, set the type to Full User

5. Enter Password.

6. Confirm Password.

7. Select Company.

   All users must be associated with a company (which must be created prior to creating the user).  For information, see Create Company.

8. Enter First Name.

9. Enter Last Name.

10. Enter Address 1.

11. Enter City.

12. Select State/Province.

13. Enter Zip/Postal Code.

14. Enter Phone.

15. Select OK.