Creating new users and changing someone's name

Chris Horroll
Chris Horroll
  • Updated

If you have a new user start in your branch, a Group Administrator can add an account for them if there's a license available.  

This article includes: 

Creating new users

Creating new users is dependent on you having an appropriate number of user licenses.

Should you be unable to create a new user and need to request an additional licence, complete the form here.

To create new users:

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under System Tools, click System Administration
  4. Click Group Users
  5. Click Create New
  6. Enter the details of the new user
    1. Email Address will be used for their username
    2. Password
    3. Confirm password
    4. Title
    5. Forename
    6. Surname
    7. Short User Code (usually first letter or the forename and surname, e.g. JSmith)
    8. Job title
    9. Default Branch
  7. Click Create

Once created, you need to assign user roles for the new user.
For more information on Roles, Reports, Permissions & Access, click here

 Warning

If you don't create user roles, they will not be able to login

  1. Tick Property Management Enabled if the user requires property management permissions
  2. Select which of the Product Roles and Group Roles are appropriate
  3. Click Save

 Note

For more information on deactivating a users account, i.e. when a staff member leaves the business, click here 

Changing someone's name or email address

If someone in the branch needs their name changing, either it's misspelled or they get married or divorced, a Group Administrator can change the name.

Equally, you can use this method to set up a new user in place of an old user.

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under System Tools, click System Administration
  4. Click Group Users
  5. Click Edit alongside the user you need to change the name for
    1. You can use the search feature if needed
  6. Change the required fields
    1. Remember to change the Email Address if needed
  7. Click Save

Related articles: 

How do I unlock a user account?

Deactivating and reactivating user accounts

Adding or changing job titles

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