Managing Users (Admin Guide)
This guide covers user management for community administrators.
👉 Accessing User Management
Go to All People in the Left Nav
View all users in your community
Use search and filters to find specific users
👉 Adding New Users - One by One
Click "Add User" to begin user setup
Enter their email address
Fill in name and contact details
Assign an address (required for Resident role)
Assign appropriate roles as desired (roles can be managed in General Settings)
Send invitation
There are a number of options available in the add person that present themselves depending on what you select. For example, if you uncheck the mailing same as unit, you'll be able to enter a mailing address specifically for this particular person. If you associate them with a specific unit and mark them as a renter, there is the ability to enter the start and end date of their lease
👉 Adding New Users - Bulk Import
Click "Import CSV" to open the import dialogue
For best results - Download the csv template
Upload the filled-in template with your users
Preview your import
Finalize
👉 Editing User Profiles
Find the user in the list
Click on their name
Update information as needed:
Contact information
Address association
Roles and permissions
Active/inactive status
Save changes
👉 Assigning Roles
In the user's profile:
Find the "Organization Roles" section
Check/uncheck roles as needed
Changes save automatically
To create or edit Roles, see this article on roles.
Important: The Resident role requires an address. Assign the address first.
👉 Deactivating Users
When residents move out:
Open their profile
Toggle "Active" to off
Optionally set a move-out date
Deactivated users cannot sign in but their history is preserved.
👉 Access Requests
Review pending access requests:
Go to Admin → Access Requests
Review each request
Verify the person belongs to an address
Approve or deny