In this article, we'll cover the User Tab, explore different User types, and show you how to invite Users and add them to Properties.
Adding users is only available to Admins. If you need access to this page, please contact one of your Admins under your Property.
1. Start by navigating to the User Tab
Go to the Settings Page
And then select the Users Tab
2. Adding an Existing User to a Property:
After entering the Users screen, you can use the “Add Existing User” option.
This option allows you to add a User who already has an active account in Visitt- meaning a User who is currently assigned to another Property.
After clicking the button, you will be prompted to add the User and then the User Access Level they should receive.
NOTE: "Region/property" grants the User access to specific Region and/or Properties within the Account, while "Global access" grants the User access to all current and future Properties in the Account.
3. Inviting a New User:
In order to invite a new User to the system, click on the Add new user button.
You will then need to fill out the details below and click "Submit". The new User will be notified via SMS/Email and will be able to log into Visitt immediately.
💡Note: New Users receive an invitation email that includes a one-time code for immediate access to the platform, with the option to set a personal password if they prefer. The email also provides direct links to the App Store and Google Play for quick access to the Visitt mobile app.
If you would like to resend an invitation to a User's Visitt account, simply navigate to their User page by selecting their name and scroll down on the Details tab (default tab) of their User profile. You will then be able to select the Send invite button to see the screen below.
User Types:
There are 4 User types: Global Admin, Property Admin, Manager and Team Member. All four of them come with a different set of features.
Global Admins: Full account access across all Properties. Permissions are fixed and cannot be modified.
Property Admins: Full control over assigned Properties. Can manage Users and configure Property settings. You can view anything on your Visitt portfolio and make any edits to Work Orders/Inspections.
Managers: Property-level visibility. Can manage workflows and data, but cannot access Settings or manage Users. You can view all Work Orders and Inspections and make edits to them, whether or not you are assigned to them.
Team Members: Visibility limited to assigned tasks only. Cannot access Settings or Property-level data. You can only view Work Orders and Inspections that are assigned to you.
Click here to view the full article on User permissions.