Creating and Managing User Accounts

Creating and Managing User Accounts

Creating and Managing User Accounts

How to Create and Manage User Accounts in PropSpace:

  • Creating a New User:

    1. Navigate to 'Admin' and select 'Users'.

    2. Click on 'Add New User'.

    3. Enter the user details, including name, email, role (Agent, Admin, Manager), and set permissions based on their role.

    4. Password requirements:
      - Minimum 8 characters
      - At least one uppercase letter
      - At least one lowercase letter
      - At least one number
      - At least one special character

      Idea
      Best practice: Create a temporary password and require the user to reset it on first login. Never send passwords via email or chat.

  • Editing User Details:

    1. In the 'Users' section, find the user you want to edit.

    2. Click on 'Edit' next to their name.

    3. Update the necessary details, such as role, permissions, or contact information.

    4. Save the changes to update the user profile.

  • Deleting a User:

    1. Locate the user in the 'Users' section.

    2. Click on 'Delete' next to the user's details.

    3. Confirm the deletion to remove the user from the system.

Why This Matters: Proper user management is critical to maintaining the security and efficiency of real estate operations. By creating and managing user accounts, you ensure that everyone has the right level of access to the system, which helps in delegating tasks and securing sensitive information.


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