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Edit Users on Your DoorLoop Account

Edit user details and role permissions for team members in your DoorLoop account—update names, emails, and access levels as your team changes.

Written by Samuel

Overview

If you have a team of users in DoorLoop helping you manage your properties, you might need to edit their information or change their user access role. This is easy to do, and we will walk through it now!

The Steps

  1. To edit a User, first click on Settings in the main menu. Then under the Company section, click Users.

  2. On the Users screen, find the user you need to edit and click on them. (You can also use the 3 dots and select Edit.)

  3. On the Edit User window, change as much information as you want. Remember that you must at least have a First Name and Last Name combination or Company name.

    If you need to change this user's access level, use the User Role dropdown menu to change their role and permissions. Read more about user roles here: Limiting Access to Your Users with User Roles

  4. When finished changing information, click Save.

If you change a user's User Role or their access to Bank Accounts or Properties, their permissions update immediately.

Tip: You can also limit what properties or which bank accounts a User has access to by going to the Properties and Bank Accounts tab and editing the information there.

Note: You cannot change their login email address while they are an active user. To change their login email address, you would need to make their account inactive first, then make it active again and send them a new invite with their new login email address added.

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