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Integrations: User management

Updated over 4 months ago

Goal

This guide will walk you through managing community users and going live with a community.

Before you get started

You will need to have configured your integration connection already. Moreover, you will need to have the correct permissions set in order to manager users. To check this, navigate to:

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

Managing users

Step 1 - Let's begin

Login to the admin portal and select settings, then integrations. Look for your integrated platform; it will have a green connected label on the tile; click on it.

Now click on the tab for user management.

Step 2 - Understanding what you are seeing

What is shown on the table?

Step 3 - Importing residents

Single resident import

Under user management, click the person icon. Once selected you can then select individual residents to import.

Bulk resident import

Under user management, click the go live icon. This will import all residents into building.

Step 4 - What it means to go-live

When a Resident is imported, they are sent a welcome email and classified as live. This means they will be able to login and access the system.

Step 5 - Save

Don't forget to click save after making any desired changes.

Training video

This video shows how you can import your residents via API integration

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