How to create tenant users (customers who use leases & cost allocation)
To start creating users, you need to have tenant as a contact and they must have an active lease. If they don't have it, add it in Leases modul or follow this lead.
Users can be added in both the System users and Contacts menus.
Creating users in System users menu.
1. CREATE THE USER
- Open System users
- Click Add new
- Select Tenant
- Enter the name, email and language
- Search for the tenant (company or private person) by name
- Tick the leases the user should see
- Click Save
The user can see all rooms on the selected leases. An invitation is sent automatically and is valid for 7 days.
2. ADD OR REMOVE LEASES LATER
- Open System users and open the user from the pencil icon
- To add: click + Add to a lease, tick the lease and save
- To remove: click Remove from lease next to the lease and confirm
Creating users in the Contacts menu
1. CREATE THE USER
- Open CRM and click on the tenant you want to add a user for
- Select Contact persons and Add new
- Fill in the details, mark the person as a tenant and grant portal access
- Select the leases the user will be added to and save
2. ADD OR REMOVE LEASES LATER
Leases can be added to a tenant user only in the System users menu.
- Open System users and open the user from the pencil icon
- To add: click + Add to a lease, tick the lease and save
- To remove: click Remove from lease next to the lease and confirm
You can also remove a contact’s access in the Contacts menu:
- Open Contacts and click on the contact
- Select the Contact persons tab, click on the contact person and select Remove portal access
Tip: While the user hasn’t accepted the invitation, you can resend it from their user page in the System users menu (open the user from the pencil icon) with Resend invitation. Unactivated accounts have a red exclamation mark next to them.
Tip: New leases appear for the user after they log out and log back in or refresh the page.