Create, Edit, and Deactivate Admin Profiles
Made by Carol Gregory-Fugate with Scribe
1. ### Steps to Create a Profile
2. Click Initials
3. Click "Settings"
4. Click "System Settings"
5. Click "Core"
6. Scroll down to "Staff"
7. Click "+ New Admin"
8. Add Staff Name
9. Add Title
10. Add Email
11. Copy Email
12. Add the Email to the UserName field. These should be the same, or at the very least be in email format.
13. If available add Phone Number
14. Select a Property
15. Or Properties
16. Property Selector
17. Property Selector/Deselector
18. Add Password - 8 characters, 1 Upper Case, and 1 Special Character are required.
19. One Time Password when chosen will require user to create a new password.
20. Select Role - Admin Access
21. Display Welcome Message - Will Welcome and Offer Training
22. For Users whom will need access to all current and future properties.
23. Now Choose Add New Admin to create the User profile.
24. Type "add"
25. To Edit User and Update Email Preferences - Click Tile
26. Click Password to Edit Password and to Deactivate a Staff Member
27. Password Reset: Password Reset - Activate Admin, Toggle Off to Deactivate
28. To Edit Roles
29. Edit Property Access in Active Properties
30. Email Settings
31. Choose Automated Maintenance Updates
32. Daily Maintenance Emails
33. Incident Reports
34. New Incident Report - Email Alert
35. Choose Insight Reports to Receive
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.
Deactivate an Admin user
Choose Admin to Deactivate