Objective
This article explains the process of adding a new user to the Property Stack platform. After reading this, users will be able to successfully add new users, assign them to the correct team, and understand the access levels associated with each role
In this Article, You Will Learn How to:
Navigate to the User Management section in settings
Add a new user by filling in the required details
Assign the user to the correct team and role
Understand user roles and access levels
Step 1: Navigate to the User Management Section
From the Property Stack dashboard, click on the Settings tab located at the bottom left-hand side of the navigation menu.
In the Settings panel, select Users from the options.
Step 2: Click “+ Add User”
In the User Management section, click on the green + Add User button at the top right of the screen.
Step 3: Fill Out the New User Details
A pop-up window will appear titled Add User. Fill in the required fields such as:
First Name
Last Name
Phone Number
Email
Team (choose from the dropdown list)
Role (assign as per the user’s function, such as Manager, Operations, etc.)
Reports To (select the appropriate supervisor or reporting structure, this can be left blank)
Note: Ensure all mandatory fields marked with a red asterisk (*) are filled.
Step 4: Assign the User Role and Access Level
When selecting a role for the new user, it’s important to understand the access levels associated with each role:
Role | Access Level |
Admin | Full access to all features and settings |
Manager | Full access, primarily overseeing team operations |
Agent | Full access, tagged under sales or operations teams |
Finance | Full access to financial modules and settings |
Sales | Full access, focused on customer and revenue management |
Support | Access to support tools but no access to trust and finance pages |
Auditor | Access only to trust pages for auditing purposes |
Make sure to assign the correct role based on the user’s responsibilities.
Step 5: Invite the User
Once the form is complete, click the Invite User button at the bottom. An invitation email will be sent to the new user, allowing them to join the platform.
Conclusion
By following these steps, you will successfully add a new user to the platform and ensure they are allocated to the correct team with the appropriate access level. If you need further assistance, please reach out to support.