Add Users

Add Users

The item is only available to Community Administrators

1.	To access the Users Manager, place your mouse over the Administration tab at the top of the screen.

Users_Manager_Menu

2.	From the drop-down menu, click on Users Manager.

3.	Before Adding a user, search for the user to ensure you are not duplicating entries. Search using any or all of the following criteria:

4.

•	Click on to select the user Role.

•	Click on to select Yes or No in the Locked: field.

•	You can also type in the Last or First name of the resident.

5.	Click on the Search Button to display results.

6.	If no results display, click on the Add button.

7.	The Create New User page opens.

Create_New_User

8.	The First Name and Last Name fields are required; the Phone number fields are optional, but recommended.

9.	In the Security Information section, the User Name field is populated when you type in the First and Last name fields.

Create_User_Security

10.	Type in an alternate email in the Non-Community E-Mail Address: text box. This can be a Yahoo™, Hotmail™, or other email address. This is an optional, but recommended, field.

11.	The External ID: field is used for an account number assigned to residents by the Community HOA, if applicable.

12.	Click on to select the role of the User from the list.

User_Role

•	A Regular User is a permanent resident in the community. They have access to all areas of the portal, with the exception of community administrative rights only areas. These accounts should be set to never expire.

•	An External User is anyone associated with a Marketplace Business. They have access only to those areas related to the Marketplace, they are able to view Groups and Classifieds. These accounts can be set to expire when the business contract expires.

•	A Guest User is someone interested in gaining more information about the community. They have view only access to the site. The account expiration date pre-populates with a date one month from the entry date.

13.	As described above, the default setting for all accounts except Guest Users is set to never expire. Type the month/ day/ year in mm/dd/yyyy format or click on the calendar icon to choose the date the account will expire.

14.	To lock an account, click in the checkbox next to This Account is Locked:, the user will no longer have access to the portal when the account is locked. To unlock an account, uncheck the box by clicking on it.

15.	You have two options to save users to the portal. Save and Email Secure Password adds the user to the portal and emails a randomly generated number. This option is only available if there is an alternate email address listed in the Non-Community E-Mail Address field.

16.	Save with Default Password adds the user to the portal using the default password stored in the Settings Manager. Click here for more information on the Settings Manager.

17.	You must add the users to the house still. Click here for more information on the Houses Manager.

18.	To discard the information, click on the Cancel button. You'll be returned to the Users Manager without saving the information.