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 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.