How to Add, Edit, and Delete Users

Users with the Administrative permissions-level have the ability to add, edit, and delete users. This document will take you through the process of managing others users within your team.

Navigate to User Management Dashboard by clicking on the  yellow "Admin" button below your name on the top right of the screen. This will take you to the user admin page.

 

Add a New User

1. Select the New User button

2. Enter the following information

   1. First Name

   2. Last Name

   3. Email

   4. Phone 

   5. Title

   6. Job Function (pick the closest match, this is only used to categorize users in the software)

      1. Property Manager

      2. Asset Manager

      3. Engineering

      4. Sustainability

   7. Select the right permission for the user:

      1. Administrator - ability to add/delete users, can change buildings assigned within the portfolio, full access to all data & download capability

      2. Editor - can add users, can not make changes to portfolio assignments, full access to all data & download capability.

      3. Read-Only - able to view data

   8. Buildings.

      1. Use the drop-down menu to select the buildings this user will have access to.

3. Finally, click ‘Send invite’ to save the user data. This will send the user an invite to the software.

4. To stop adding a New User, click Cancel at any time.

 

Edit a Current User

1. Hover over a user’s name, two options will display to the left of the name, a pen icon and a trashcan icon. Select the pen icon.

2. In this menu, you can edit any of the following information.

   1. First Name

   2. Last Name

   3. Email

   4. User Role

   5. User Permissions

   6. The Buildings they have access to

3. After editing the necessary information, select “SAVE” to save changes.  This will not send a new invite to the user.  If you want to send a new invite also, click the "SAVE AND RESEND INVITE" button. This will send the user an invite to the software. To stop editing a User, click Cancel at any time.

 

Delete a Current User

1. Hover over a user’s name, two options will display to the left of the name, a pen icon and a trashcan icon. Select the pen icon. Select the trashcan icon.

2. A pop-up will appear asking if you want to delete this user.

   1. Select Delete to remove the user.

   2. Select Cancel to keep the user and return to the User Management Dashboard.

Re-Send an Invite to the software

1. Hover over a user’s name, two options will display to the left of the name, a pen icon and a trashcan icon. Select the pen icon.

2. Edit any of the user data , if necessary (not required).  

3. Click "SAVE AND RESEND INVITE" button. This will send the user an invite to the software. To stop editing a User, click Cancel at any time. 

If the user does not receive the invite remind them to check their junk/spam folder. You may also repeat the above steps and resend the invite again. If that does not work please contact our support team via the live chat or support@backpacknetworks.com.