In this tutorial, we'll cover the user page, 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 page
Enter the Admin page > Users tab
2. Adding an Existing User to a Property:
Once you are on the User page, you can select the Add existing user button to add an existing user to any property you desire. After clicking the button, you'll be prompted to select the property where you want to add them to.
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: 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 page (default page) of their user profile. You will then be able to select the Send invite button to see the screen below.
User Types:
There are three user types: Admin, Manager and Team Member. All three of them come with a different set of features.
Admins: You are able to view anything on your Visitt portfolio and make any edits to Work Orders/Inspections. You are able to adjust a property's settings and add/invite new users.
Managers: You can view all Work Orders and Inspections and make edits to them whether or not you are assigned to them.
Team Members: You can only view Work Orders and Inspections that are assigned to you.
Click here to view the full article on user permissions.