User Management
Add team members to DoorLoop, assign roles and permissions, and control access levels across your account.
By Samuel and 1 other2 authors15 articles
- Introduction to Users and User RolesAdd unlimited users to your DoorLoop account at no extra cost, and use user roles to control what each person can see and do.
- Add a New User to Your DoorLoop AccountAdd staff, accountants, and owners as users in DoorLoop at no extra cost — set roles and permissions to control their level of access.
- Edit Users on Your DoorLoop AccountEdit user details and role permissions for team members in your DoorLoop account—update names, emails, and access levels as your team changes.
- Make a User Inactive on Your AccountDeactivate a user in DoorLoop to revoke their account access — users can't be deleted, only made inactive for record-keeping.
- Limit Access to Your Users by Editing User RolesCustomize user roles in DoorLoop to control what each team member can view or edit — go beyond default roles for granular access control.
- Set Up User NotificationsReceive notifications about important activities related to your DoorLoop User account
- Reset a User's Email AddressWhile a User has the ability to update their login email address, the owner of the account can change this, but it requires some extra steps
- Resend an Invite to a UserResend a DoorLoop user invitation when the original email was lost or expired—works for users who haven't accepted and users who need a new link.
- Accept Your User Portal InviteAccept your DoorLoop user invite by email, set your password, and log in to your user dashboard to start managing properties.
- Enable Push Notifications on Your Phone or Tablet by Downloading the DoorLoop AppEnable push notifications on iPhone, iPad, or Android by downloading the DoorLoop app, so you get instant alerts instead of relying on email.
- Give an Owner the Ability to Apply for a Merchant Account as a UserSet up an owner as a User in DoorLoop and edit their User Role so they can apply for a merchant account directly on their own bank account.
- Edit Your User Profile Personal InformationUpdate your personal information in DoorLoop's user settings — edit name, contact details, and profile info for your account.
- Property Manager User Role SettingsCreate a custom Property Manager user role in DoorLoop with the recommended permissions for staff who manage your properties.
- Easily Collaborate with Leasing Agents and Realtors With the Leasing Agents User RoleUse DoorLoop's Leasing Agents user role to delegate listings, inquiries, applications, and lease e-signatures to internal or external agents.
- Control and Troubleshoot Bank Account Access for UsersSet which users can see bank accounts and transactions in DoorLoop — and fix access issues when a user can't see banking data they should have access to.