Before you can create a profile for someone else, you need to have a profile created for you so you can sign in. Once you've signed in, you can start making a new profile for someone else.
Steps to Create a Profile
First, tap or click on your initials or profile photo at the bottom of the sidebar.
This opens a user popup:
Second, select "Settings" in the user popup, and that brings you to the settings dashboard. On the settings dashboard, under the "System Settings" tab, select the "Staff" button:
Third, in the top right corner of the staff dashboard, select the "New Add" button:
This opens a popup for adding a new admin:
Finally, in the popup, add the following information:
- The staff member's full name
- The staff member's business email address
- For the username, we recommend using their business email as a Standard Operating Procedure.
- In the property dropdown, select one or more properties associated with the staff member.
- Create a secure password. The staff member might want to change their password after their first time logging in.
- From the role dropdown, select the appropriate role for the staff member:
- If you want to give the staff member "Super Admin" access, then click on the toggle underneath the role dropdown.
- When everything is filled out, click or tap on the "Submit" button.
Now you have finished the initial step of creating the admin.
Editing the New Admin
After creating the new profile, you will need to update it. If you don't see the admin's card in the staff dashboard, then you can search for their name in the search field:
Select the staff member's card so that you can add more information and activate their AppWork account.
In the user popup, you will six tabs: Info, Password, Roles, Properties, Email, and Actions.
Info Tab
Under the "Info" tab, you can add a title and cellphone number for the staff member. Additionally, you have the option to add a profile picture and bio.
After activating the profile, make sure you click or tap on the "Update Admin" button to save your changes.
Password Tab
Under the "Password" tab you will have three options:
- You can reset the staff member's password
- You can select whether or not they have the ability to change their own password
- You can select if they are active or inactive.
Roles and Property Tabs
Under the "Roles" and "Property" tabs, you will have the option to change the staff member's role (hopefully after a promotion!) and select or deselect which properties they work with.
Email Tab
Under the "Email" tab you will see multiple accordion dropdowns:
From here you can toggle on and off which types of emails the staff member should receive.
Under "Maintenance Reports" at the bottom of the window, every property associated with that staff member will be listed. You can choose the properties for which the staff member should receive the daily insights report.
Actions Tab
This tab shows a detailed history of every action the staff member has done while logged into the AppWork admin portal. It will show the date, the admin's name, the IP address from which they were working, and include a short description of the action, such as:
- Created Admin Release Notes
- Created Admin Preferences
- Updated a Badge
- Updated a Tech
And so on. There is nothing to edit in this tab, but it does provide useful information.