Client Users (Partnership Residential)

Modified on Mon, 5 Aug at 9:58 AM


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. 


Any user added as an 'Administrator' will have access to all schemes by default. Non-Admin Users can be given Scheme Access at this point if required. 



Step 4: Click Send The Invitation Email




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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