Managing Users & Buildings in Backpack

What is covered here:

• Who can Edit and Delete Users
• Accessing the User Management Dashboard
  • Add A New User
  • Edit a Current User
  • Delete a Current User
  • To Add Building Access to a User
  • Edit Building access for a User
• Re-Send an Invite to the software
  • Tips on Resending an Invite

Who can Add, Edit and Delete Users

Users with Administrator  access have the ability to add, edit, and delete users.  If you don't have Administrator access please contact your Company Backpack administrator or the Backpack support team for assistance.

Accessing the User Management Dashboard:

1. Locate your name & icon in the top right of the Backpack software 
2. Click on your name & select the green "SETTINGS" button
3. This will take you to the Settings page where there are three tabs:
   1. My Profile - you personal details, password, and subscription settings, learn more about updating your information in this Article: Managing My Profile in Backpack
   2. Users (admin only) - A list of users in the software & the ability to add/edit users
   3. Accounts & Buildings - buildings you have access to

To Add a New User

• Select the USERS Tab
• Select the "Add New User" button on the top left.  In the INFO tab Enter the following information (all fields below are required)
  • First Name & Last Name
  • Email
  • Phone 
  • Title
  • Job Function (pick the closest match, this is only used to categorize users in the software)
  • Select the right permission for the user by referencing this article: User Permission Levels

To Add Building Access to a User

• Click the BUILDINGS Tab in this pop-up Window (to the right of the window)
• In the BUILDINGS tab select the buildings this user should have access to by checking the box next to each building. Click "Select all" to add all buildings
• Click SAVE, this will save the user & building access & send the user an Invite to the software

See Resending Invite Tips for more information!

Edit a Current User

Note: If a user has changed email addresses, please delete the user completely first. Then add the user with the new email as if they are a new user.  This avoids any possible issues with invites and access to Backpack.

• Hover over a user name and click "EDIT USER"
• Click the pencil ICON on the top right of the User Info page to begin editing

• Edit the necessary info keeping in mind that it's best to delete a user rather than edit the email, all other fields are editable
• Click "SAVE CHANGES" to save your work. This will not send a new invite to the user.  If you want to send a new invite also, click "Resend Invite" in the "Invite Sent" section of this page. This will send the user an invite to the software. 

Delete a Current User

• Hover over a user name and click "EDIT USER"
• Click the pencil ICON on the top right of the User Info page to begin editing
• Click "DELETE USER" button on the top right of the User Info page
• A pop-up will appear asking if you want to delete this user.
  • Select Delete to remove the user
  • Select Cancel to keep the user and return to the User Management Dashboard

Edit Building access for a User

• Hover over a user name and click "EDIT USER"
• Click the pencil ICON on the top right of the User Info page to begin editing
• Locate the "Property Access" section near the bottom of the User Info page.
• Check the boxes to add buildings, uncheck the boxes to remove a building
• Click "SAVE CHANGE" to save your work

Re-Send an Invite to the software

• Hover over a user name and click "EDIT USER"
• Click "RE-SEND INVITE" link. This will send the user an invite to the software.

Questions?

Contact our support team at support@backpacknetworks.com.