Adding a user to your account can save you time when it comes to managing your properties with UnitConnect. Having multiple users frees up your valuable time by giving fill or limited access of your account to certain users within your organization. You may also use this to provide access to owners or partners to specific properties.
Navigate to the New User Page by clicking Admin in the Top Navigation Bar. Then select the User Management Tab and click GO next to where it says "New User Wizard". Now let's go through the process of adding a user:
User Details: This tab is where you set the basic information, address and details of the new user.
- User Status: Initialize user status to "Active" or "Inactive" and set user access to the application "Locked" or "Unlocked". (Note: The user may not be able to log into the application if they are either inactive or locked.)
- User Information: Enter a valid email address as a username and a temporary password. This is how the user will log into the application. (Note: The password is case sensitive.)
- Contact Information: Enter the user's name, address, phone, etc. (Optional.)
- Model User Permissions: If there is another user with the same or similar data access and permission rights, you might want to model this new user after that to save time. Click on the checkbox and select the user to model after from the drop-down list to the right. It will appear once you click the checkbox.
Data Access: Here you can determine what properties this user can access.
"Access All" - Gives the user access to all current and future properties.
"Selected" - Allows you to enable individual properties from the list below. You can make it easier to select properties by using the portfolio filter.
Roles and Permissions: Here you can decide what access and permissions to assign to this user.
- Role: Assign your new user a role from the dropdown list. Each role has a predetermined set of permissions. In other words, different roles allow users to do different things. (Note: All predetermined permissions are set by default, but they can be changed. Changing a role resets the permissions to its default.) There are four default roles:
- "Administrator"- complete access is granted
- "Assistant"- view only access is granted without reporting
- "Investor"- view only access is granted with reporting
- "Property Manager"- full access without ability to create users and manage account
- Once you select a Role for your user, scroll through the task groups to customize the default permissions that you want the user to have.