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Add a New User to Your DoorLoop Account

Add staff, accountants, and owners as users in DoorLoop at no extra cost — set roles and permissions to control their level of access.

Written by Samuel

Overview

You can add as many users as you'd like to your DoorLoop account at no extra cost. This lets your staff, accountants, and even owners use DoorLoop to help you manage your properties.

Walkthrough Video

Add a New User to Your DoorLoop Account Walkthrough Video Link.

Note: Starter Plans only get access to four default user roles and cannot edit or add additional user roles. Please consider upgrading to Pro or Premium plans if you want more features. (Refer to this article for information on creating User Roles.)

The Steps

  1. To create a new User on your DoorLoop account, click Create New at the top on the main menu. Then under the People section, click User.

  2. On the New User window, enter as much information as you want., but a First Name and Last Name combination or Company name are required. Then select a User Role for the user in the drop-down box.

  3. 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.

  4. Optional) Click Properties on the left to bring up two very important settings. Here you can give your Users either full access to all of your Properties, select Portfolios, or access to only specific Properties. If you choose to only allow access to some Properties, you’ll need to use the drop-down menus to choose the Properties or Portfolios they can gain access to.
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    Note that if new Properties or Portfolios are created, they won't have access to view these unless you assign them to these afterward.

  5. (Optional) Click Bank Accounts on the left to bring up Bank Account settings for your Users. Here you can also choose to give Users either access to all of your bank and credit card accounts or have access only to some bank and credit card accounts.

  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 3

Once the user sets up a password, they can go to https://app.doorloop.com/auth/login and use their email address and password to log in to your DoorLoop account.

You can track the status of this invite email under Communications > Communications Log.

Note: You won't be able to assign anything to a user until they accept their invite and become active.

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