How To Create A New User Role In UnitConnect

Creating New User Role in UnitConnect: Simplified Process


Hello this is Nathan with The online property management software. In this tutorial, I will be covering how to create a new user role in UnitConnect. So to start, I’m going to come over to the Admin tab in the top menu and click on that.

Following, I’m going to scroll down and click on the user management tab. Once I’ve clicked on this tab, we’ll see that we have four different windows or wizards that we can open. So that includes managing users, managing roles, new user wizard and new role wizard.

So in this tutorial, I’m going to be covering how to create a new role. So we’re going to click on the new role wizard. So the new role wizard allows you to create a new role and this will be applicable for for someone that you have in mind, within your organization or within your business.

The new role wizard gives you the ability to create a specific role for someone within your organization or within your business. Some existing roles that we already have within UnitConnect include an administrator, an assistant, a property manager, and a property investor.

So outside of those four roles, you may have someone else that or another role that you want to create. So in this example, we can give a role name. I’m going to give the name as a property management assistant and we’ll use the name and the description as the same.

So now once we’ve added the role name and the role description, you can have the option of either creating from scratch, modeling after another role or modeling after a user and so for the purpose of this tutorial I’m going to create from scratch.

If there is someone within the organization that has a very similar role in terms of the permissions that they have within the UnitConnect software, then you can select this middle option and select which of the existing four roles that you want to model after.

If you don’t want to use this option, the third option is to model after an existing user. So, so far within the different tutorials, I’ve created, different test accounts and these test accounts have different roles associated with them.

So just want you to know that these three options are available. But for the purpose of this tutorial, I’ll create a role from scratch. So I’m gonna go to the next page here in the bottom right. Alright, so here we are in the roles and permissions and so we can see that we have different tabs at the top, administration, banking, billing, communication, leaseholders properties, reports and vendors.

Also, please note that within each of these tabs, we have different viewing options which you can either have enabled or disabled. And so it really depends on what you want the user, that will, that you already have within your organization that is assigned this role.

You can basically determine which profiles within the software this user can view or cannot view, based on their Role type. So, in this tutorial, I assigned the role as property management assistant and so basically based on that role type, you can just go through each of these different sections or tabs within the software and decide on whether or not you want to have them be able to view it or have it disabled.

I’m not going to go through every single one as it’s pretty self explanatory. But just know that this is how the functionality works, and also know that it is possible to modify or edit the role after you have created it.

So for the purpose of this tutorial, I’m going to go ahead and just click finish here at the bottom right. Are you sure you want to proceed? Yes. All right, you have successfully completed a new role wizard.

So if I come back over to the admin page here in the top menu, Click on that and if I come down to user management and now we have our manage roles. So we have the new role wizard, which we just completed in manage role.

So I’m gonna go ahead and click on that. Alright, so now we can see that we have a fifth role type and in this case, we just added a property management assistant. That may be the same or very similar as assistant, but I just wanted to create something so that you can see how this applies within the software.

If I go ahead and click on this user or this role type and go ahead and click on role details on the left hand side. Now we can see all of the different settings that we had just configured and and they’re still editable.

So at any given time, if you will to update what the role user can view, then you can go ahead and enable or disable any of these sections. In addition, you can make this role type either inactive or active and if you make any changes, be sure to click, “Update” here in the top right corner, I’m gonna go ahead and click, “Update.” In addition, you can also change the description if that is something that you need to do.

Once you’ve clicked clicked on update, then everything should be updated within the software and those changes should be applied within the property management software.

Alright, that concludes this tutorial on how to create a new role within UnitConnect. Please stay tuned for future video releases and tutorials on our YouTube channel as well as other updates on our blog.

Again, my name is Nathan with UnitConnect. Thank you so much for watching and have have a great day.