Create a New User (2.0)
If you are integrated with Visual Matrix PMS, please be aware that any new users will be automatically imported into MOP during the next import process. You will then only need to finalize their profiles from this point.
Path: Administration > Identity Management > Users
1. Click on "+ New User".
Creating a user involves two main steps: setting up the user profile and assigning a role that provides specific permissions within the application.
Step1: Let's begin with the User Information.
2. Stay on the "User Information" tab.
3. Enter the preferred Username for the new user.
The property ID will be automatically included after the entered username. Both elements combined will serve as the username for logging into the application. See Log Into MOP (2.0).
4. Enter a temporary password.
Any password entered here will prompt the user to generate a new password during the login process.
5. Enter the user first name (Name) and last name (Surname).
6a. The email is mandatory only if the panic button and/or maintenance notifications are enabled for the user. Note that the email is formated as email@domain.com. An email can be identical across multiple user accounts.
6b. Enter the user phone number contact. The phone number is formated as +[Country Code] Space [Phone Number No Space] (ex: +1 0123456789). This information is required as it is used for password reset.
The country code can be up to 3 numbers.
7. Ensure that the "Active" checkbox is selected.
8. Choose the level of supervision for the employee:
- Self: This means the employee can complete a task, and the task will be marked as finished and inspected.
- Super: This means that when the employee completes a task, it will need to be inspected by a supervisor.
9. Pick a Notification Level. The chosen level will activate an email notification to the user when a task assigned to them reaches that level or a higher one.
This step is optional.
10. If the employee is the default Maintenance staff, mark the checkbox. This implies that every time a new maintenance task is generated, it will be automatically assigned to this employee by default. The assignment can always be modified.
11. Check the "Panic Alert" box to enable the employee to receive an email and a text message whenever a panic alert is triggered.
12. Click "Save".
Step2: User Role.
13. Click on the "Roles" tab.
14. Choose the role to assign to the employee. This role will grant the user specific permissions. You can assign multiple roles to one user if that employee has multiple roles.
15. Click on "Save" to finalize the creation of the new user.
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