Company Portal How to setup users and permissions

To set up Building Manager user accounts, assign them to a building, and provide permissions within the company portal.

Access Company Portal:
- Ensure admin access rights are available.
- From the building dashboard, select your displayed name on the top right.
- Choose "Switch to company portal" from the pull-down menu.
Create User Accounts:
- Click on the "Users" button in the left-hand menu.
- Click on the top right button to create a new user.
- Fill in necessary details (first name, last name, email address - must be unique).
- Choose between standard user or admin role.
- Assign the user to a particular building.
Set Permissions:
- Define permission levels for the user (read, edit, delete).
- Assign permissions to all associated buildings or individualize each building.
- Toggle permissions under read, edit, and delete columns as needed.
Manage Existing Users:
- Select "Users" from the left-hand menu.
- View users by role, multi-functional authentication status, or active/inactive/invited status.
- Search for a user by title.
- Edit user details, building access, and permissions as required.
Additional Actions:
- Activate, deactivate, reset multi-functional authentication, reset password, resend invite, or delete users as needed.
- Use checkboxes to select users for bulk actions.
Enable Multi-Factor Authentication:
- Go to security in the left-hand menu.
- Enable verification for emails to be received.
Return to Building Portal:
- To switch back to the building portal, select your name on the top right and switch to the building portal.

Double-check email addresses for uniqueness to avoid conflicts.
Be cautious when assigning permissions to prevent unauthorised access or data loss.

Utilise the search function to quickly find specific users.
Use bulk actions for managing multiple users efficiently.
Regularly review and update user permissions based on changing roles or responsibilities.