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Company Portal  How to setup users and permissions

In this video, I guide you through setting up Building Manager user accounts and assigning permissions within your company portal. I explain the importance of admin access rights, creating new users, defining permission levels, and assigning users to specific buildings. I demonstrate how to manage user permissions, activate/deactivate accounts, and make changes to user details.

 

Building Manager User Account Setup Guide 🏢 - Watch Video

 

Objective

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

Key Steps

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. Enable Multi-Factor Authentication:

    • Go to security in the left-hand menu.

    • Enable verification for emails to be received.

  7. Return to Building Portal:

    • To switch back to the building portal, select your name on the top right and switch to the building portal.

Cautionary Notes

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

Tips for Efficiency

  • 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.

Link to Loom

https://loom.com/share/c9127ce2c94c40399df35629d9d33239?src=composer