How to Add New Staff and Codes
When new staff and/or vendors join your company, you will select the appropriate access to give. Access would include: to properties and/or the portal.
On the left navigation bar, click “Staff”.
The Staff page will Open.
Click the button at the top right corner of the screen "+New Staff and Code".
The +New Staff and Code box menu will display.
Fill in the criteria needed:
- Enable Code (Default) -Access to properties.
- Enable Login - Access to the portal/app.
- Staff Name - Person you are creating the code for.
- Access Groups - If you have created a group under settings, you could grant access to that group here.
- See article for more in depth instructions: Settings - Groups
- Pick Devices - If selected, additional fields will display.
- Access Assets - Select all individual assigned assets you want them to have access to.
- Access free devices - Any unassigned devices.
- Code - You can customize a 6 digit code, or generate a random code by clicking generate code button.
- Daily Repeating - 7 days a week, you select the time period.
- A Specific Period - Specified date/time. (Example: Vendor access for 1 week)
- Never expires - Access that is always active.
- Vacancy Code - Access to vacant homes only.
Click "Submit" in the bottom right hand corner when finished.