# People Manage users, roles, and permissions so the right people have access to the right information. # Create or edit a user The **Create a User** and **Edit a User** features allow an admin to add or edit new users to the system and define their access and responsibilities. --- ## How to create a user 1. Navigate to the **People** link in the header. 2. Click the **Create a User** button. 3. Fill in the required information. --- ## Required information When creating a user, the following details are requested: 1. **First Name** – the user’s given name. 2. **Last Name** – the user’s family name. 3. **Email Address** – used for login and communication. 4. **Security Role** – defines the user’s level of access within the platform. See the [User permissions](https://help.commonview.com/books/people/page/user-permissions "User permissions") section for details. 5. **Groups** – assign the user to one or more groups. - Currently, there is only one group: **Body Corporate Committee**. - If this box is checked, the user will appear in the **Committee Members** list. 6. **Units** – assign the user to **any number of units**: - The user may **not be linked** to any unit, - **Linked to a single unit**, or - **Linked to multiple units**. - The user can be assigned to existing units or an admin user can create a new one during the process. --- ## What happens next - After the user is created, an **automatic email** is sent to them. - This email allows the new user to **finalise their account creation**, set a password, and access the platform. --- ## Key points - Security roles control what the user **can see and do**. - Groups help manage user's responsibilities. - Linking users to units allows them to view **unit-specific contributions**. - Admins can **edit or remove users** later if needed. # Manage committee members Users who are added to the **Body Corporate Committee** group will automatically appear on the **Committee Members** page. [![Committee members.png](https://help.commonview.com/uploads/images/gallery/2025-10/scaled-1680-/wFsnMVNiV0SJuvqv-committee-members.png)](https://help.commonview.com/uploads/images/gallery/2025-10/wFsnMVNiV0SJuvqv-committee-members.png) This page provides a central list of all committee members, making it easy to view and manage their details. --- ## Key points - Only users assigned to the **Body Corporate Committee** group appear on this page. - Adding or removing a user from the group **updates their committee membership automatically**. - Adding a user to the group can be done from the [edit a user](https://help.commonview.com/books/people/page/create-or-edit-a-user "Create a user") side panel # Boby corporate The **Body Corporate** page lists all users who are linked to at least one unit. By definition, any **unit owner** is considered a member of the body corporate, so this page provides a complete overview of all owners within the building. --- ## Key points - Only users **assigned to one or more units** appear on this page. - This page allows you to see a **full list of owners**, their contact details, and the units they are linked to. # External users The **External Users** page lists all users who are **not linked to any unit**. These users typically need access to the maintenance plan or other parts of the system **without being a member of the body corporate**. --- ## How it works - Admin users can **create external users** and assign them appropriate **security roles**, such as **read-only access**. - These users will not appear on the **Body Corporate** page, since they are not associated with any units. --- ## Examples of external users External users might include: - **Building surveyors** – need to see scheduled maintenance tasks and timing to perform inspections or works. - **Contractors or service providers** – need read-only access to plan works or review completed maintenance. - **Property managers or consultants** – monitor maintenance planning, budgeting, and reporting without being an owner. --- ## Key points - External users are **not owners** and do not appear in the body corporate list. - Their access is controlled via **security roles**, which define what they can view or edit. - This allows organisations to provide **restricted, targeted access** to third parties while keeping the main body corporate data secure. # User permissions The **Security Role** assigned to a user determines their **level of access** within the platform. There are **three levels of access**, each designed to meet the needs of different types of users. --- ## 1. Default - **Access Level:** Read-only - **Pages Accessible:** - [**Tasks & Costs**](https://help.commonview.com/books/tasks-costs "Tasks & Costs") - **Cash & Contributions** ([Cashflow](https://help.commonview.com/books/cashflow "Cashflow"), [Contributions](https://help.commonview.com/books/contributions "Contributions")) - **Typical Users:** Standard body corporate members (unit owners) - **Purpose:** Allows owners to view their contributions and the maintenance plan without making changes. --- ## 2. Admin - **Access Level:** Full access - **Pages Accessible:** All pages, including: - Tasks & Costs - Cash & Contributions - Approvals - Building - Units - People - Documents - Settings - **Typical Users:** Building managers or committee members responsible for updating the plan and managing settings - **Purpose:** Allows users to **create, edit, and delete** data, as well as manage other users and system settings. --- ## 3. Viewer - **Access Level:** View-only - **Pages Accessible:** All pages - **Typical Users:** External consultants, surveyors, or service providers - **Purpose:** Allows users to **monitor and review** all information without the ability to make any changes. --- ## Key points - Security roles ensure that users have **access appropriate to their responsibilities**. - Roles can be assigned when creating a user or updated later via the [**Edit User**](https://help.commonview.com/books/people/page/create-or-edit-a-user "Create or edit a user") side panel. - Using these roles helps maintain **data integrity** while allowing transparency for all stakeholders.