There are a few ways to add users to the Due Diligence platform and control which properties they can access. This article walks through each method so you can choose the right approach for your workflow.

Method 1: Admin Center (Recommended)

Use Admin Center when you need to add users, assign roles, or manage property access — especially in bulk.

Step 1: Open Admin Center

1. Log in to the Due Diligence Platform
2. Click the Settings icon in the lower-left corner of the page (just above your profile icon)

3. Select Users (Admin Center) from the menu — it's the last item in the list.

   

Step 2: Add a New User

1. In the upper-right corner, click New User

   

2. Fill in the following required fields::
   • Email address
   • Full name
   • Short name
   • Permission role
   • Phone number is optional — everything above is required

3. Click Create User 

   

Step 3: Assign Property Access

1. From the Users list, click the user's name to open their profile.
2. Go to the Property Access tab.
3. Search or scroll to find the relevant property.
4. Select the appropriate access type:
   • Direct Access — for most Standard and Limited users.
   • Business Access — typically reserved for Administrators and Process Managers.

Method 2: Adding Users Directly from the DD Order Page

Use this method for a quick, one-off addition when you need to grant someone access to a specific property right from the order.

1. Log in to the Due Diligence platform and navigate to the relevant property
2. Click on the DD Orders tab and open the order
3. In the left navigation, click Add Users to Property
4. Enter the user's full name and email address

5. Click Add User

   

Heads up: Users added this way are assigned the Limited role by default. If they need Standard-level access or higher, update their role in Admin Center afterwards.

Method 3: Grant an Existing User Access to a Property

If a user is already in the system but needs to be added to a specific property:

1. Login and navigate to the property
2. On the DD Progress Dashboard page, click the Actions dropdown in the upper-right corner

3. Select Edit Property Access

   

4. Search for the user
5. Click the + icon next to their name to grant them access to the property

Need Help?

The Due Diligence team is happy to assist:

• Submit a Service Request
• Email us at dd@happy.co
• For emergency, day-of support, give us a call at 447-427-7926 x2

Hours of operation: M–F, 7 AM – 5 PM PST