Adding a Website User

To add a new Website user log into the main website app

Use the left-hand side menu and select Settings

Under settings select USER MANAGER

Under USER MANAGER select Website User

On the right-hand side of the interface, click Add more Website Users

Enter the details the items listed with an asterisk * must be filled in, these details can be changed at any time.

Finally, select the User Type You can find out more about the different User Types here :

• Basic will assign the user the basic roles required for Property and Job management, but not full access roles for your organisation

• Ability to Edit Appliances
• Basic Finance access
• Basic reporting
• Job management
• Parts management
• Property Management
• Task Management

• Client Access assigns the client access role only - which requires further configuration for a client to view their properties - see Client Access Setup Guide
• Full Access - Assigns all user roles available to your organisation

These can be changed and customised later in the User Roles Page.

Important note: while the user is now created, they won’t have any user permissions and therefore won’t be able to access the system. We first need to set up user permissions for this newly created user. Find out about how to set permission here: Setting Permissions