Overview

It's easy to add as many other users as you’d like to your DoorLoop portal at no extra cost. Add as many users as necessary, giving them either full or limited access.

The Steps

Step 1

Click on Settings in the left-hand menu.

Step 2

Find and click the Users button in the Company section.

Step 3

On the Users screen, click on the green + New User button in the top-right corner.

Note that you can also edit users from the Users screen.

Step 4

On the New User window, enter as much information as you want. However, only either a First Name and Last Name combination or Company name is required.

Note that the Property and Bank Accounts sections allow you to specify exactly what properties and bank accounts this user can see.

Step 5

Select the desired User Role for the user in the drop-down box. By default there are several roles, including Full Access, Accountants, Maintenance Team, and Property Owners, but you can create other roles with limited access if needed. The default roles are set with permissions usually associated with those roles, but you can edit them if needed.

Refer to this article and video for information on creating User Roles. If you are on the Starter plan, you will only be able use the Full Access user role.

Step 6

When finished entering data, click Save. This automatically sends an invitation email to the user, which they use to set up a password.

Step 7

That’s it! Once your users set up a password, they can go to doorloop.com/login and use their email address and password to log in to your DoorLoop account.

You can track the status of this invite email by going to Communications > Communications Log.

Did this answer your question?