How to Add a Tenant User

2. Enter the new User's First and Last name, then begin typing the name of the Company. If the Company has already been added to the application, it will auto-populate in the Company field as you begin to type. Select the Company from the dropdown to avoid creating duplicates.

3. From the User Type dropdown menu, Tenant will be selected by default.

4. Select the Tenant's Primary Building from the dropdown menu.

5. Check the box next to any additional buildings, if necessary. The Primary Building, selected above, will already be selected.

6. Enter the Tenant's Primary Email address in the field provided.

7. In order for the Tenant to receive SMS / Text messages sent from the Communications Application, a cell phone number must be entered in the Mobile Phone field. When logging into the Tenant Center for the first time, the User will be prompted to opt-in or out of text notifications by replying Y or N to a text message sent to the mobile number.

8. Custom Fields allow additional contact information to be added to a User profile. Selected Custom Fields can be set up to show automatically in the Preferences section of the application. Custom Fields can also be added using the drop-down menu. To add one or more Custom Fields, click the plus sign on the right.

9. If the Tenant needs access the Tenant Center to enter Service Requests, Amenity Reservations, Certificate of Insurance information, or to update contact information, etc., enter a username in the field provided. Enter a username in the field provided. Note: Usernames can be auto-generated, but we recommend using the Tenant's name (first.last) or the Tenant's email address ([email protected]).

IMPORTANT: As a general rule, Maintenance Center access is reserved for engineers and property management staff only. Tenants should be granted Tenant Center access ONLY.

10. Once a username has been added, the Permissions & Settings section will appear below. The Tenant Center tab should be the only blue tab on the left. If User Templates have been set up in the application Preferences, select the desired template from the drop-down menu.

11. Select Grant next to Tenant Center Access to allow the user to access to the Tenant Center. Click Grant next to any applications that the User should have access to.

Note: Only select Tenant Center Admin if the user should be able to see and manage all Service Requests, Amenity Reservations, and COI's associated with their Company.

12. In the Groups & Notification Settings section, check the box to enable the User to receive email and/or text notifications sent from the Communications Application (or Legacy Applications - Email Notification and Instant Alert.) Users can manage their notification settings by logging into the Tenant Center and navigating to Your Account in the upper right corner.

13. Click Groups, on the left, to add the user to any Custom Groups. If User Subscriptions have been enabled, the User will have the option to opt-in or out of these Groups. If User Subscriptions have not been enabled, Tenants will not be able to view or opt-in/out of the specific Group.

13. When finished, check the box to send a login email to the new User. Then click Submit to save the User profile.