Interactive step-by-step demonstration, click this link to go to the Tourial instructions:
https://tour.welcomehomesoftware.com/pages/5e504750-efed-4364-a066-984ed7be4608
Adding a New User
1. Click on your name in the top right corner of the screen and select “User Setup".
3. After clicking on it you should be able to see all existing users and add a new user by clicking the “New User” button at the top above "Export".
4. Fill out the information requested but pay special attention to the role selected as they coincide with the level of restriction a user will have.
The available roles are:
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- User: this is the default permission for anyone who does not need to have the ability to edit the company settings
- Regional: for any regional team member that needs elevated permission but not full admin permission
- Admin: only for those who need to edit company settings
- Notification_Only: only for those who need email notifications and do not need to have the ability to edit company settings or use WelcomeHome.
- User_Manager: only for those who will create and deactivate users within WelcomeHome.
- Read Only: can be assigned to clients or vendors who need access to our site, utilize reports, and and export data, but don't need to add or modify anything in the site.
5. Performs activity?
By default, this box will be checked. If you want to add a user with "view-only" access, you will uncheck this box.
6. Available to all communities?
By default, the user is given access to all communities. To specify which community or communities the user should have access to, disable the toggle, select "Show." Then select the corresponding check box(es).
7. Click “Create." The user will then automatically receive a registration email to set their password.
Removing/Archiving Users
In the event that a user needs to be archived or removed for any reason, you can do this within a couple steps.
In the "User Setup" search for the User you wish to remove and then click on them. At the bottom of the page you'll see the red "Deactivate" button.
A window will pop up asking if you're sure, click yes.
*Make sure to uncheck the "Performs activity?" checkbox if you want to prevent the name from showing in the user dropdown for activities once they are deactivated.
If you go back to the "User Setup" you'll see that the user is considered "Inactive" and not deleted. This means they won't have access to WelcomeHome anymore unless they are reactivated.
To reactivate, follow the same process as above but instead of the button saying "Deactivate" it will say "Reactivate".
In addition to the above steps for deactivating a user, make sure you have also completed the following tasks:
- Review the overview screen and ensure that the user is not assigned any roles on this page. If the user is assigned a role, contact Welcome Home Support to remove the user.
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Re-assign prospects and activities for the user by calling support. Make sure you indicate who will be taking over the previous person’s activities and indicate whether you would like them to remain as scheduled or to be pushed back.