How to Add a Maintenance Center User
To add a new User into the Contact Management application, select Add User from the tab drop-down menu.
2. Enter the 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 drop-down to avoid creating duplicates.
3. Important: From the User Type dropdown menu, Tenant will be selected by default. In order to grant Maintenance Center or Mobile Task Manager permissions, select Staff, Vendor, or Other from the drop-down.
4. From the dropdown menu, choose the Primary Building where the User is located.
5. Check the box next to all additional buildings that the Maintenance Center User will need access to. The Primary Building, selected above, will already be selected in the list. This allows the User to have Maintenance Center access for multiple properties.
6. Enter the User's Primary Email address. This is the primary address for all application email correspondence.
7. Enter the User's Mobile Phone number in the field provided. In order for the User to receive text messages from the system, the mobile phone number must be entered here. When logging into the Maintenance Center for the first time, the User will be prompted to opt-in or out of text notifications from the number 72029 by replying Y or N to a text message sent to the mobile number entered here.
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 added, as needed, from the drop-down menu. To add a Custom Field, click the plus sign on the right and select the Custom Field from the drop-down.
9. In order to log in and access the Maintenance Center, a username must be entered in the field provided. We highly recommend using the User's first and last name (first.last) or their email address as their username ([email protected]).
10. Once a username has been added, the Permissions & Settings section will appear below.
11. Use the blue tabs on the left side to toggle between Maintenance Center permissions and Tenant Center permissions (if necessary). Click Grant next to any applications that the User should have access to.
Note: If there is only one blue tab on the left (Tenant Center), you will need to go back to the top of the form and change the Type from Tenant to Staff, Vendor, or Other (Step 3).
12. If User Templates have been set up in the application Preferences, select the desired template from the dropdown menu.
13. 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 Maintenance Center and navigating to Your Account in the upper right corner.
14. Click Groups to add the user to any Custom Groups (created in the Groups section of the Contact Management application.)
15. When finished, check the box next to Send login information via Email. Then click Submit to save the User profile.
