Whether you’re first starting out, or if there are new board members or property managers you want to add, to your managemate account, we’ll walk you through how to add these new users.

Go to the Manage Users section

In desktop view, you can access the “Manage Users” section of the software through the main menu on the left side.

<aside> 📺 When in mobile view, you can open the main menu by clicking on the button with three dashes on the top left corner of your screen.

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Adding a new user

To add a new user to your condominium account follow these steps;

1. Click on the “Add User” button.

• In desktop view, the “Add User” button is located on the top right corner of the screen.

  

• In mobile view the “Add User” button will be visible right in the middle of the screen.

  

2. Fill in the “User Information” section

In the Add User popup, start off by filling in the fields in the “User Information” card, including the new user’s;

• Full name

• Email address

• Role - E.g., Board director, or Property manager

• Title - E.g., President, or Assistant property manager

• Phone number

• Profile picture - The user can also add their own profile photo when they log in

  

3. Setting the user’s permissions in the “Permissions” card

By default, a new user’s permissions will be set when you assign them a role.

<aside> 💡 To learn how to create new roles, follow the steps in this article:

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If you still wish to edit the new user’s permissions, you still have the option to do so by clicking each permission setting to turn it on or off.

<aside> 🎨 A selection that is highlighted green means that the role has access to these controls.

• A selection that is highlighted light grey means that the role does not have access to these controls.
• A selection that is highlighted dark grey means that the control is not available - i.e., it can’t be clicked. For example, “Create” doesn’t apply to the Property Profile.

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