Creating New Users

1. Click on the Users tab on the left hand side. The following options will appear:



2. Click on the + next to Add New User and the fields below will become visible:




3. Complete all of the required fields as well as indicating the group or groups to which you want this user assigned.

Important:

• Once a user is added, they cannot be deleted. They can, however, be denied access by choosing the  Revoke Privileges option.
• It is advisable that the user change the password that they are assigned when logging in for the first time. This can be done from the My Account tab, and is discussed in another section.
• Users can be added to more than one group.
• Any users set up as Super Users have the ability to see all Markets while operating in the various sections in the Admin Tab regardless of the market selected. The first user created when the account is open is always a Super User and that user is the only one that can create another Super User. That can not be changed. Being a Super User only affects the ability to see all Markets in the Admin Tab. If you set up a user as a Super User, make sure that they have admin privileges.
• Choosing the Agent option, allows this user to have properties assigned to him. (See the Adding a New Property document or Editing an Existing Document) Complete the Agent License Number and Expiration Date fields when setting up an agent.

4. Once you have completed all of the information, click Add. The user name will appear as
in the screenshot on the previous page.

Updating Users
Updating users is essentially the same process as adding a new user. Click on the + sign next to the name of the user that you want to update and follow the steps as outlined in Creating a New User.

Field Inspectors 
If the user is a Field Inspector choose that option. List zip codes for which the user is responsible in the indicated box. The zip codes should be separated by comas.  The following change in the User Screen will appear when there are properies in the system in a zip code that does not have a field inspector assigned to it. 

 

Important:

• In the reports tab, you have the ability to run an inspection report. This report will list the properties that an inspector is responsible for and group them by zip code. In order for this report to be accurate, you need to make sure that you include all of the zip codes that an inspector is responsible for in the appropriate field in the Users screen

Note: Creating and generating reports is discussed in another section.

Reassigning ALL incomplete tasks from one user to another

If you wish to reassign all incomplete tasks from one user to another, select both users from the drop downs at the top of the screen and press Submit. All of the incomplete tasks for the first user will be reassigned to the second.