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How to Create a Staff Account

This user guide will outline how to create an account in the Unit File for staff members.

 

1. Login to your Condo Control account.

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2. Select Unit File from the main menu.

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3. Click the Actions Button followed by Add New User.

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4. Leave the Unit Number field blank.

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5. Enter the staff member's first name and last name. If you would prefer to create a staff account with a user name we recommend the firstname.lastname format.

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6. Enter the staff member's email address and phone number. You cannot create an account without entering either an email or phone number. 

If you enter an email - a welcome email will be sent to the address provided and the staff member can create their own account password.

If you enter only a phone number - a temporary password will be sent to the phone number. After logging in, they can change their password by clicking the Welcome button followed by Change Password.

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7. Select the appropriate user group for the staff member (e.g. Security & Concierge).

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8. Once completed, click Save. The staff account has now been created.

 

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