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What are the options for editing or adding new Users? Converting to an Employee?


The video is at the bottom of the page.

In this section, a comprehensive list of all users allowed to access ResMan are listed and can be seen. At a glance, the name of the user, username, email, permission group, last login and if the account is disabled is listed here. 

Users.JPG

 

Adding a New User

If you do not want a person to show up in the Employee drop down lists, but still have access to the application, you will add a new user. (Example: Investor/Owner with Limited Rights)

1.  Admin > Users > New User

2.  Fill out the necessary information to create the new user record

3.  Select the properties to which they should have access (if any)

4.  Once saved, an email will be sent to the user asking them to confirm their email address and give them their temporary sign in

 Disabling a user will prevent them from logging into ResMan.


 Adding a New Employee

If you want a person to show up on the various employee drop down list (for example when adding a new prospect or assigning a work order), you will add a new employee and create their user name at that time

1.  Accounts > Employee > New Employee

2.  Fill out the necessary information to create the new employee record

3.  If the employee will have access to the application, give them a username and assign them to a User permission group.

4.  Select the properties to which they should have access

5.  Once saved, an email will be sent to the employee asking them to confirm their email address and give them their temporary sign in information.

Adding an employee to a property in the Employee screen will cause them to appear on drop-down menu’s throughout ResMan! 

 You can convert a User to an Employee whenever desired!  


NEED MORE HELP? WATCH THIS VIDEO

Video too small? Click the Full Screen link on the lower right of the video!

 

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