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
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Access Company Portal:
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Ensure admin access rights are available.
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From the building dashboard, select your displayed name on the top right.
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Choose "Switch to company portal" from the pull-down menu.
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Create User Accounts:
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Click on the "Users" button in the left-hand menu.
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Click on the top right button to create a new user.
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Fill in necessary details (first name, last name, email address - must be unique).
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Choose between standard user or admin role.
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Assign the user to a particular building.
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Set Permissions:
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Define permission levels for the user (read, edit, delete).
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Assign permissions to all associated buildings or individualize each building.
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Toggle permissions under read, edit, and delete columns as needed.
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Manage Existing Users:
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Select "Users" from the left-hand menu.
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View users by role, multi-functional authentication status, or active/inactive/invited status.
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Search for a user by title.
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Edit user details, building access, and permissions as required.
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Additional Actions:
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Activate, deactivate, reset multi-functional authentication, reset password, resend invite, or delete users as needed.
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Use checkboxes to select users for bulk actions.
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Enable Multi-Factor Authentication:
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Go to security in the left-hand menu.
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Enable verification for emails to be received.
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Return to Building Portal:
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To switch back to the building portal, select your name on the top right and switch to the building portal.
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Cautionary Notes
- Double-check email addresses for uniqueness to avoid conflicts.
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Be cautious when assigning permissions to prevent unauthorised access or data loss.
Tips for Efficiency
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Utilise the search function to quickly find specific users.
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Use bulk actions for managing multiple users efficiently.
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Regularly review and update user permissions based on changing roles or responsibilities.
Link to Loom
https://loom.com/share/c9127ce2c94c40399df35629d9d33239?src=composer