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Add New Property Managers / Admins

Edit Existing Property Managers or Admin Profiles

Delete or Deactivate a Property Manager or Admin Account

Property Managers | Administrative Credentials

Property Managers or Administrative Credentials will allow the user to have full access to the property's platform. This will allow them to view, edit, and delete all user and service details. In this article, you will learn:

• How to add new Property Managers
• Edit Existing Property Manager Details
• Delete or Deactivate Property Manager Accounts

Add New Property Managers / Admins

Step 1

After logging into the Admin Portal, select Operations from the left navigation menu and then select Staff Management.

Step 2

Select Property Managers from the top menu. 

Step 3

Select Add New Property Manager from the top right corner. 

Step 4

Enter the Property Manager Profile details and select Submit.  A welcome email will be sent to the email listed in the profile to prompt them to reset their password and log in.  An email can only be used one time within the portal. 

First Name: First name of the Property Admin

Middle (optional) & Last Name: Include their last name.

Email: This will be their username when logging into the Admin Portal. This must be a unique email not used in another profile or property.

Phone Number: Optional to include a phone number for the Property Admin.

Password: After receiving their welcome email it will allow Property Admins to reset their password.

Alternate Contact: Optional to include an additional contact.

Permissions: You can either allow the Property Admin to have full admin access by checking the box at the top of the screen next to Property Admin or scroll down to select which features you want to give the Property Admin. Property Managers that have selected permissions, will only receive emails based on the permissions they have enabled. The categories include Access, Operations, Engagement, Advanced, and Settings. You can learn more about Admin Permissions in this article! 

Edit Existing Property Managers or Admin Profiles

Step 1

Select Operations from the left navigation menu and select Staff Management.

Step 2

Select Property Managers from the top menu. 

Step 3

Select the Three Action Dots to the right of the Property Manager you wish to edit and select Edit.

Step 4

Make all necessary changes and select Save Changes to complete the update. 

Delete or Deactivate a Property Manager or Admin Account

Step 1

Select Operations from the left navigation menu and select Staff Management.

Step 2

Select Property Managers from the top menu.

Step 3

Select the checkbox next to the name of the admin account you would like to delete or deactivate and use the top Select Action drop-down to make the desired action. 

• Delete: removes the Property Admin's credentials and deletes them from your platform. If the admin returns you would need to re-create their profile. 
• Deactivate: removes the Property Admin's credentials and leaves them on the platform. This is useful if the admin is taking a leave of absence. When they come back you can simply select Activate. 

Step 4

Select Submit to the right to complete the action.