This article explains how to add, update, and remove users from your Propify account.


TABLE OF CONTENTS


Finding the Users Page

  • The Manage Users page can be found by clicking the Settings button found on the left side navigation panel




Adding A User

  • To add a new user to your account, you must invite them.




  • Click the Invite button in the top right corner of the page.
  • A pop-up will appear where you can enter the email address of the person you're inviting, as well as what user role they will have.



  • Click the + icon to include them in the list of invites to be sent. This way you can send multiple invites at once.
  • When you have finished adding email addresses, click Send to issue the invites.


Editing a User

  • When a user has accepted your invite and created their account, you can edit their user roles and status
  • Click the Pencil icon next to an active user to edit their role and status.



  • You can also edit whether or not this user is considered a Company Contact, someone who can speak on behalf of your company to Property Managers, on the edit users page.
  • Please Note: You cannot edit a user's name, email address or phone number from this page. They will need to edit those themselves on the Account page.



  • You can update a user's status using the Status dropdown.
  • Update or assign user roles using the Roles dropdown
  • Only one role will exist by default.
  • Users can be assigned to as many roles as you wish, but must be assigned to at least one role.


Removing a User

  • To remove a user, click on the status dropdown menu and choose Disabled.



  • Click Save to remove access to Propify for this user.
  • This will prevent the user from logging into their account. If you wish you may restore them to an Active status at any time.