Users can change their own password, update contact details and set preferences for email notifications, advance notifications on the dashboard and in emails as well as set up enhanced security and view their log in history.


Accessing your own user preferences

The fastest way to access your settings is by clicking the link to your name on the top black menu bar.  

Alternatively, users with access to manage other users may click Users on the Settings menu, then select the link for their own user.




User Account screen




The user can edit their contact details, be aware that editing the email address will change your log in name to the new email address.  These details, and the User Views settings, can also be changed by a user with access to manage other users.  All other settings on this page can only be edited by the user while logged in.

Place a tick if the user is a Property Manager to allow them to be selected as the manager on new property files.  Users already in existence prior to this feature being added will have this tick if they were already the manager of one or more properties.

Place a tick and click Configure to use enhanced security.  See Using Enhanced Security for details.

The last 5 log ins/log in attempts will be listed.  Any failed attempts will be highlighted in red, and there is a link to show previous log in history if needed.

The User Views section is only available to users who can manage other users, removing this tick and saving will prevent access to User and Company settings and would need to be reinstated by another user with appropriate access.  For more info on the access levels see Creating New Users.


To Do List email preferences


There are 3 options for receiving To-Do list emails.  Daily To-Do emails will contain that days To-Do list only and are send each day that an event occurs.  Advance To-Do lists are sent daily if a notification is due, based on the advance preferences selected for each event type below.  Events move onto the Overdue To-Do list if they are not actioned on the due date, and will be emailed daily until cleared.  Use the coloured circles to nominate the events included in these emails, any which are unticked will be excluded.


Advance Notification preferences


The Advance Notification preferences for each event affect the Advance To-Do list email, and the dashboard calendar.  Select from the drop down list.


Changing your Password


Click Change Password, then enter your old password and a new password twice to complete a change. New passwords must be a minimum of 8 characters and contain at least one letter and one number.


Manage Properties Tab


The Manage Properties tab will show all properties managed by the user.

For more information on Reassigning properties to another user see Re-assigning properties from one user to another