Creating new users and changing a user's name or email

If you have a new user start in your branch, a Group Administrator can add an account for them if there's a licence available. Each person who uses Alto needs their own user account, and each account uses one of your user licences.

Creating new users

To create new users:

1. Click Tools (the cog) on the main navigation bar
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
   2. Password
   3. Confirm password
   4. Title
   5. Forename
   6. Surname
   7. Short User Code (usually first letter of the forename and surname, e.g. JSmith)
   8. Job title
   9. Default Branch
7. Click Create

Assigning user roles

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

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

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 (the cog) on the main navigation bar
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 Help Centre articles that you may find useful.

  How do I unlock a user account?

  Deactivating and reactivating user accounts

  Adding or changing job titles

  Changing the Alto Login Name