Create, Edit, and Deactivate Admin Profiles
Carol Gregory-Fugate
35 steps
2 minutes
Appworkco
1
### Steps to Create a Profile
2
Click Initials
3
Click "Settings"
4
Click "System Settings"
5
Click "Core"
6
Scroll down to "Staff"
7
Click "+ New Admin"
8
Add Staff Name
9
Add Title
10
Add Email
11
Copy Email
12
Add the Email to the UserName field. These should be the same, or at the very least be in email format.
13
If available add Phone Number
14
Select a Property
15
Or Properties
16
Property Selector
17
Property Selector/Deselector
18
Add Password - 8 characters, 1 Upper Case, and 1 Special Character are required.
19
One Time Password when chosen will require user to create a new password.
20
Select Role - Admin Access
21
Display Welcome Message - Will Welcome and Offer Training
22
For Users whom will need access to all current and future properties.
23
Now Choose Add New Admin to create the User profile.
24
Type "add"
25
To Edit User and Update Email Preferences - Click Tile
26
Click Password to Edit Password and to Deactivate a Staff Member
27
Password Reset: Password Reset - Activate Admin, Toggle Off to Deactivate
28
To Edit Roles
29
Edit Property Access in Active Properties
30
Email Settings
31
Choose Automated Maintenance Updates
32
Daily Maintenance Emails
33
Incident Reports
34
New Incident Report - Email Alert
35
Choose Insight Reports to Receive
Create, Edit, and Deactivate Admin Profiles
Carol Gregory-Fugate
35 steps
2 minutes
Appworkco
1
### Steps to Create a Profile
2
Click Initials
3
Click "Settings"
4
Click "System Settings"
5
Click "Core"
6
Scroll down to "Staff"
7
Click "+ New Admin"
8
Add Staff Name
9
Add Title
10
Add Email
11
Copy Email
12
Add the Email to the UserName field. These should be the same, or at the very least be in email format.
13
If available add Phone Number
14
Select a Property
15
Or Properties
16
Property Selector
17
Property Selector/Deselector
18
Add Password - 8 characters, 1 Upper Case, and 1 Special Character are required.
19
One Time Password when chosen will require user to create a new password.
20
Select Role - Admin Access
21
Display Welcome Message - Will Welcome and Offer Training
22
For Users whom will need access to all current and future properties.
23
Now Choose Add New Admin to create the User profile.
24
Type "add"
25
To Edit User and Update Email Preferences - Click Tile
26
Click Password to Edit Password and to Deactivate a Staff Member
27
Password Reset: Password Reset - Activate Admin, Toggle Off to Deactivate
28
To Edit Roles
29
Edit Property Access in Active Properties
30
Email Settings
31
Choose Automated Maintenance Updates
32
Daily Maintenance Emails
33
Incident Reports
34
New Incident Report - Email Alert
35
Choose Insight Reports to Receive
