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 

 

 

 Navigate to the People link in the header. 

 

 

 Click the Create a User button. 

 

 

 Fill in the required information. 

 

 

 

 Required information 

 When creating a user, the following details are requested: 

 

 

 First Name – the user’s given name. 

 

 

 Last Name – the user’s family name. 

 

 

 Email Address – used for login and communication. 

 

 

 Security Role – defines the user’s level of access within the platform. See the User permissions section for details. 

 

 

 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. 

 

 

 

 

 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.