Property      
 
  Linking users  
  The user tab displays all users * linked to the property.  
   
  * For detailed user-contact information, refer to the Contacts module  
  Functions on the user screen  
Setup users linked to a property
  • To edit users linked to a property, from the Property-User tab click the Edit button on the toolbar (edit access if only available to users with Properties: update and management access)
  • In edit mode the Setup Users Linked to this Property button is displayed, clicking this button will open the Link Users to Property pop-up. From this pop-up users can be added or removed
   Overview
  • This window shows a list of users linked to the unit
  • From this window:
    • New users can be created with a link to the property/business unit
    • Existing users (without a relationship) can be linked to the property/business unit
    • Linked users can have the link removed (and, if necessary, their system access revoked)
 
 Lastname
  • Enter a lastname (surname) for a new contact
 
 Firstname
  • Enter a firstname for a new contact
 
 Add user
  • Click the Add User button to add a new contact (the user's lastname or firstname must be entered to be able to add a new contact)
  • Clicking opens the user details pop-up where the user access is defined (this is the same screen used to setup users in the Contact module *)

    •  User name
    • This is an system-generated username
     Access group
    • Allocate an access group to the user
    • Access groups displayed here are accessed from the access group
     Save
    • This will save the user role to the contact record and opens the email notification window

      • Enter the new user's email address in the To field, add or edit any information in the message area and click Send to submit the email to the new user, informing them of access to Resrequest
      • Clicking Cancel will close the window - any time you re-open this window from the contact module the email will open (until it has been sent to the user or the password is changed)
     Save and Close
    • Operates the same as Save and closes the window
     Exit
    • Exit closes the record without allocating a user role to the contact
* Refer to the contacts chapter for detailed information
 
 Select User
  • Clicking select user will open a pop-up displaying all users who do not have a relationship applied

    • Select the user (or multiple users) to be linked to the unit by clicking the checkbox
    • Click the Add User button to allocate the user to the property

    These contacts are already users with usernames and passwords, so the system will not open a user role pop-up. To edit the user role information, open the contact record (see the Contact module for detailed information)

 
 Remove Link
  • Click the Remove Link button to remove the user from the property

    • The Remove Link confirmation window will open
      • Click OK to remove the link and keep the contact as a system user

      • Remove the tick from the 'Also remove this contacts access to the system' and click OK to remove the link and remove the contact as a system user (the contact record will still be available on Resrequest, but the user's access is removed)
      • Click Cancel to exit the window

    These contacts are already users with usernames and passwords, so the system will not open a user role pop-up. To edit the user role information, open the contact record (see the Contact module for detailed information)

 
 Exit
  • Click Exit to close the window and return to the Property-User tab