Add a user

Adding users lets colleagues, owners or partners work in your UnitConnect account, each with only the access they need. You choose what a user can do with roles, and which properties they can see with property access.

Before you start

Decide which role (or roles) the person needs. If none of the existing roles fits, create one first — see Create and manage roles.

Set up the user

1. In the sidebar, click Admin, then click Users (under Access).

2. Click New user.

   

3. Enter the person's email address in Email (username). This is what they'll sign in with, so it must be a valid email address.

   If the person already signs in to UnitConnect with another organization, the panel says so. They keep that login: you'll send them an invite, and the name and contact fields don't appear because their login already has them.

   

4. Optionally, enter First name and Last name.

   

5. Under Roles, click each role to give the user. Selected roles show a check mark. The user can do everything any of their roles allows.

6. Under Properties, choose which properties the user can see:

   • Check All properties to give access to every property, including properties you add later.
   • Or leave it unchecked and tick individual properties in the list. Use Search properties to find one, and Selected only to review your picks. The chips under Selected properties show what you've chosen; click a chip's × to remove it.

7. Optionally, fill in Contact details: address, Phone, Mobile and Fax.

8. Click Send invite, or, for someone new, Create with temporary password.

Send an invite

Send invite emails the person an invite from your organization, with an Accept invite link and a code. Until they accept, they show as Invited in the users list and can't sign in.

• Someone new chooses their own password when they accept.
• Someone who already signs in elsewhere keeps their login and switches to your organization from their account menu. See Work in several organizations.

The invite expires after 7 days. To send it again with a new code, open the user and click Resend invite; the old code stops working. To withdraw it, click Revoke invite: the user is removed, and you can invite them again later.

Or share a temporary password

Create with temporary password creates the login straight away. UnitConnect shows a temporary password in a green User created box.

1. Click Copy (or select the password and copy it).
2. Send it to the new user securely, together with their username.
3. Click Done.

Next steps

After the user exists, you can fine-tune individual permissions, change their property access, or deactivate them later. See Manage users.