Go to the upper right-hand corner of the screen. Click your initials and select Company Settings.
On the Company Settings page, open the User Setup tab and click the Edit icon (the pencil).
Right side of screen:
Click Add New and complete a new row.
Enter the user's email address. The email address is used as the user name. | |
First Name, Last Name | Enter the user’s first and last name. |
Property | You can limit the user's access to one or more properties, or leave the field blank to give the user access to all properties. Note: If you limit the user's property access, the user cannot add a new property. |
User Role | There are three user roles: Maintenance, Accounts Receivable, and Accounts Payable. Each role comes with a predefined set of page access permissions. |
Inactive | Select this option to inactivate the user. |
Site Manager | Select this check box to allow the user to log into CondoCafe Site Manager and set up property websites and lease documents. |
Allow Posting Closed Months? | By default, all users can create transactions in the current month and in future months. You can grant a user access to create transactions in past months, if needed. We do not recommend this option. |
Restrict Posting Days?
| You can limit the user's ability to post transactions in the past and future. Select the checkbox and specify how many days they are allowed to post transactions in the past and future (starting from the current date). Note: This feature is designed to work with days and weeks, not years. Do not enter a number of days that is equal to more than one year (i.e. a number greater than 365). |
Page Access | Click this button to set up menu security for the user. Note: This button appears after you click Save. |
Copy Page Access | You can copy one user's menu security settings to another user. Note: This button appears after you click Save. |
Click Save.
By default, users can access everything in the program. If you wish to limit the user's access to certain areas, click the Edit icon (the pencil) again, and then click the Page Access button or the Copy Page Access button.
When you are finished with page access, click Save again.
In the Password column, click the Send Password button for the user you just added.
The new user will receive an email message with login instructions.