Overview

It's easy to add as many users as you’d like to your DoorLoop portal at no extra cost. This way your staff, accountants, and even owners can use DoorLoop to help you manage your properties.

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.

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 are 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 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 video for information on creating User Roles.

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.

Next Steps

Good work! You have added other users to help you manage your properties.

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