You can add an unlimited number of users to your account. You must have Account Owner permissions to add, edit or remove users.
You can securely manage your users through five distinct permission levels: Account Owner, Internal User, External User, Landlord and Tenant.
Access the Users area by selecting 'Account' in the left hand side menu and choosing 'Users' from the dropdown menu, or click the Users 'link' in the Account Activities summary to the right of the map.
User Types
Account Owner: full editing access in the account including adding/deleting users, upgrading payment details and changing branding/report terms and conditions.
Internal User: can add/delete properties and reports, set up appointments for all users and view all reports.
External User: can only see properties and appointments where they are added as the property manager, and they cannot delete properties or reports.
Landlord: can only see reports for their own properties.
Tenant: can only see reports the properties they rent.
Create a New User
In the User area:
'Create User' - click button on the right hand side of the grey banner and then select the type of user (Account Owner, Internal User, External User, Landlord or Tenant) you wish to create.
User permissions - must be set to 'yes' to receive important product updates.
First name, last name and email address - mandatory fields.
Password - add a password, then confirm the password again. This must be at least 8 characters, contain at least one uppercase, one numeric and one special character. Use the 'Generate Strong Password' button at the top if you want to generate a random system-generated password.
Insert email signature - if the user is likely to send reports out from TouchRight (email signatures can be added/edited later).
Username - add if required - but be mindful that this can be used to login to the dashboard only.
Template builder - select 'No' if you do not wish the user to access the template area to edit/create templates. Please note this is defaulted to 'Yes'.
Weekly summary emails - set to 'Yes' if you want the user to receive weekly summary emails of account activity (appointments scheduled, reports completed etc.)
Use own email address for replies - if you want the user to send emails via TouchRight and receive replies direct to their inbox, make sure it is permitted.
Once details added, click Save.
Note: if you are connected with one of our back office partners, those details can be added below to make sure the TouchRight login is fully connected with the same user in your back office.
Scroll down to the Back Office Provider Settings and select your provider in the Left dropdown and finally select your staff members Back Office Provider User ID in the right hand dropdown.
Remember to click save at the top of your staff user profile.
Reset User Password
Quickly reset a user password and email a new (strong) password to them by clicking the 'envelope' icon.
Please note: the email address MUST be a valid working email. If it is not, please get in touch with Customer Services using the chat facility or email [email protected].
Edit or Remove a User
Use the action buttons to the right of each user to either disable (cross), edit (pencil) or delete (bin).
When editing a user, you can change the user's permissions, name, email address or password.
Recover a Deleted User
If you accidentally remove a user you can select the 'Deleted Users' button on the grey banner.
In the new window you will then have the option to select the 'Recover User' button located on the right hand side of the user.
