CMS - How To: Add Business Users

Created by Glennise Pretorius, Modified on Thu, 30 Apr at 9:43 AM by Mienette van Heerden

Easily manage access by adding Business Users within the Solution. This article walks through capturing business user details, assigning the right permissions and community access, and ensuring a smooth activation so Business Users can get started without delay.

TABLE OF CONTENTS

1. Capturing a Business User
- 2. Activating A Business User

1. Capturing a Business User

Navigation: Global Overview > Settings > Click on Users

A list of all previously captured Business Users will be displayed.

In the top right corner, click on Add User.

The following pop-up message will appear. Complete the name, email, and cellphone number.

Select the User Type from the dropdown menu.

Note: Auditors can be added (to perform an audit on a specific BC or HOA) as well as Attorneys (in the case of legal handovers of customers) from the dropdown menu.

Select the relevant communities to which this business user needs access. To select all the communities tick the All option.

After selecting the appropriate communities, click on Save.

Important: Not every Business User should be a SuperUser only the individual who requires all permissions.

2. Activating a Business User

Navigation: Global Overview > Click on Users > Business Users

Once the business user has been created, find the newly added business user. On the right, click on Menu Options click on Reset Password and follow the steps