To create a new user account, enter the following information:
User Name (login name): enter the user namefor the account It is recommended to use first name and first letter of the surname - e.g. LukeP
Mobile number: enter the user’s mobile number This number will be used for verification codes Codes are sent when logging in from a new computer/device
Email address: enter the user’s email address This email address is used to receive the login details when logging in for the first time It is also used if/when the password needs to be reset - the new password will be sent to this address
Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold Diamond should only be applied for the Managera manager/Directordirector/Owner of the business owner
Authorised products: select which IRE products the user should have access to
Default home page: select the default home page for the user This is the page they will see when logging in
If you would like to set up a team member to associate with the account:
Click Yes – Set up Team Member - see section below Step 2:associate team member
If not, click No - Finish - this will create the user and close the wizard
Note
A team member association is needed when assigning someone to properties/inspections within the system (a team member association is required in most scenarios)
