Goal

This guide will demonstrate how to manage and create admin profiles within the platform portal. You will learn how to view and edit your existing admins and how to set up an admin user profile and customise their access. The Resvu platform provides you with very granular options for roles and permissions to ensure your admins have only the access they need.

If this is your first time setting up an admin profile, please go right to creating a new admin profile.

Before you get started

You will need to have the correct permissions in order to manage admins within the platform. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that admins have full access selected.

Managing admin profiles

Let's begin

From your dashboard, you want to go all the way to settings at the bottom. Then you want to click on admins. Here you will see a list of your admins in the platform. The view is separated into two tabs, one to show you active admins, the other to view your archived admins.

You can recover any admin profiles that have been archived.

Across both of these tabs is a search bar which allows you to quickly find an admin user profile by their name.

The dashboard

The information shown on the admin dashboard includes:

Name
Email
Number of community associations
Role in the platform

There are also some options available on the far right of the dashboard. The pencil icon edits the admin profile details, or you can click on the building icon to change their community associations. Finally, the ellipsis allows you to archive the admin account or send a password-reset-email.

Creating a new admin profile

Step 1 - Let's begin

From your dashboard, you want to go all the way to settings at the bottom. Then you want to click on admins. Here you will see a list of your admins in the platform. Click on the blue new admin button in the top right corner.

Here you need to enter in some information about the admin you are setting up. These are all mandatory field:

First name
Last name
Email address
Phone number

Step 2 - Roles and permissions

Now click on the second tab called roles and permissions. Roles have pre-determined access permissions set to make setting up admin profiles easier. We have grouped the roles which you can see at the top. The groups are:

Admins
Managers
Team members

Typically, admins will have the highest access level, whereas managers and team members will have a more restricted level of access depending on their role.

If you need to customise your admin permissions, don't worry; we have included a custom role in each group for you to use.

With the permissions, there are three permission access types we provide:

No access: will hide that feature in the admin portal from the user.
Read access: allows them to see the feature and the information pertaining to it, but they can't edit it.
Full access: allows them to see and make changes or additions.

Typically, your strata managers will probably have access to do the editing side of things.

So, select whichever role is most suitable for the user profile you are setting up.

Step 3 - Set communities

Now click on set communities. Here you're presented with a list of all the communities in your account to which you have access. You can search for communities using the search bar.

You can select each community row, or tick the checkbox icon, to which you want to associate this admin profile. You can bulk select a list if you hold down SHIFT on your keyboard and select the first, and last option (everything in between will also be selected).

Step 4 - Save

When you're done, click save, and the admin profile will appear in the dashboard list of admins. They will be sent an email letting them know their profile has been set up and to activate it and set a password.