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Introduction to Users and User Roles
Introduction to 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.

What are users?

Users are people who can access your DoorLoop account. This could be your staff, accountants, and even owners whose properties you are managing. It's easy to add as many users as you’d like to your DoorLoop portal at no extra cost. You can add users to your DoorLoop be going to Settings > Users.

For an in-depth tutorial on adding Users, please check out our handy guide: Add Users to Your DoorLoop Account.

What are user roles?

User roles are assigned to users and tell the system what they can and can not have permission to see or do in DoorLoop. By default, DoorLoop provides several roles you can choose when creating new users. These are Full Access, Accountants, Maintenance Team, and Property Owners, but you can also create other roles with limited access. The default roles are set with permissions usually associated with those roles, but you can edit them if needed.

  1. To create a new User Role, click Settings and click on the User Roles button in the Company section.

  2. On the User Roles page, click on the + New User Role button at the top right corner to create a new user role.

    If you want to edit an existing user role, either click on the user role or the 3 dots icon on the right side of the line and select Edit.

  3. On the User Role window, 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 do 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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