1. Capturing a Business User
Navigation: Global Overview > Click on Users
View all business users as well as the permissions for each.
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: That 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
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