This article covers how to add a new user to either the Leasing or Maintenance team and how to add an existing user to the opposite team.
Please note: Users can only created and added to teams by a user with the Property Manager role.
To create a new user profile, follow the steps below:
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Once you have logged into Call Complete, click on the Settings tab
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Next, select either Leasing or Maintenance depending on which team the user needs to be added to
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On the left side under Actions, click on the Add Profile button
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This will open a blank user details screen on the right side
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Enter the user's Personal Information, such as name, email address, and mobile number
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Be sure to assign a Role when creating the profile to ensure the user has the proper permissions within Call Complete
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Under the user's Personal Information there will be a Notifications section
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These will only be available if an email address has been added to the user's profile
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This section will have different options based on team
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To enable these options, click on the toggle icon to the right
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Once you have finished these steps, click on the Save button in the lower right corner
To add an existing user to another team, follow the steps below:
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In the Settings tab, select the new team that the user needs to be added to
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Once on the team page, click on either Add From Leasing or Add From Maintenance under Actions
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Next, click on the drop down box and select the user's name
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This will open the Personal Information page on the right side
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Follow the same steps above to finish creating their profile for the second team
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Be sure to assign a role for the secondary team as well
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Once you have finished creating their second profile, click on the Save button in the lower right corner