How do I manage my team members (sub-users)?

After adding team members to your account, you can easily manage their access rights, account status, and credentials from the user list page. This allows you to maintain security and ensure that each user has the appropriate level of access.

This guide will walk you through editing user details, understanding account statuses, and performing key management actions like blocking access or resetting a password.

Step 1: Navigate to the User Management Page

From the main menu, click on Users to access the complete list of all sub-users associated with your company account.

Step 2: Edit User Role and Portfolio

If you need to change a user's functional or data permissions, you can do so at any time.

1. Find the user in the list you wish to edit.
2. In the Actions column, click the menu icon (⋮) and select Edit.
3. In the edit screen, you can assign a new Role or change their assigned Portfolio.
4. Click Save to apply the changes.

Step 3: Manage Users Based on Their Account Status

The user list displays the status of each account, which determines the management actions available to you.

Status: Invited

• Description: An invitation has been sent to the user's email address, but they have not yet activated their account by setting a password.
• Available Action: If the user cannot find the invitation, you can click the menu icon (⋮) in the Actions column and select Resend Invitation to send the activation email again.

Status: Active

• Description: The user has successfully activated their account and can log in.
• Available Actions:
  • Block/Unblock Access: To temporarily suspend a user's access without deleting their account, select Block Access. This will freeze their account until you choose to Unblock it.
  • Reset Password: If a user forgets their password, you can initiate a password reset for them. Select Reset Password, and they will receive an email with instructions to set a new one.

By using these features, you can efficiently manage your team's access and maintain control over your property management operations.