Client Users (Partnership Residential)

Modified on Mon, 8 Sep at 2:05 PM


Users can be added to Clients within Partnership Residential for access to your schemes. This view will allow your Client Users to raise new Defects, view plot details, add comments etc. 


The Users will need to be given Scheme Access to access your schemes. See article Scheme Access for further information. Admin Users will have access to all schemes. 



Adding a new User


Step 1: Navigate to Our Clients and click 'Users'




Step 2: In this section, you can see the Client's existing users & use the search box if you are unsure if the user already exists. If they do not exist, click + New User. 



Step 3: Complete the details. Boxes with a * are mandatory. 




Step 4: Click Send The Invitation Email


Step 5: The page will then refresh & you will have the option to add the required Scheme Access from the drop-down. Add the required schemes & click 'Save'. 





Editing a User


To edit a user, click the pencil icon within 'Actions'. 

To resend an invitation, click the envelope icon within 'Actions'.




Deleting a User


To delete a User, please contact the clixifix® Support Team using our Support Page


 

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