Users and User Roles

Need to give other people access to your account but want to manage their access? You're in the right place.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

Did you know that DoorLoop lets you add unlimited users for free?

That means regardless of the size of your operation, you can add as many users into the system as needed. You can even customize their levels of access as needed.

Note: Starter Plans do not have access to create or edit User Roles. Consider upgrading to the Pro or Premium Plans to access this feature.

Users

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. You would do this under Settings > Users.

For an in-depth tutorial on how to add Users, please check out our handy guide on Adding Users to Your DoorLoop Account.


User Roles

By default, DoorLoop provides several roles you can choose from when creating new users. These are 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.

  1. Go to Settings and click on the User Roles button in the Company section.

  2. Click on the + New User Role button to create a new user role.

    If you are wanting to edit an existing user role, either click on the role line or the vertical three dots icon on the right side of the line and select Edit.

  3. Make any desired changes by going through the "General Info", "Objects", "Reports", and "Settings" tabs.

  4. Click Save to update the changes for the user role.

Why you want to create users and user roles:

  • Set custom permissions for each user.

  • Give free access to your accountant only to view financials.

  • Invite your whole team including vendors or owners.


Next Steps

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

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