A user with permissions to edit users and roles in their Managemate account can edit any other user's account settings.
A user's account settings include:
Permissions
Contact information such as name, phone number and title
The user's email address used to log into Managemate
The user's role
The user's profile image
A user that has "Admin" privileges can also assign or remove Admin privileges for other users.
How to edit user accounts in Managemate
Log in to your Managemate account
Navigate to the "Manage Users" page using the main menu, or click here: https://app.managemate.ca/manage_users
Access the edit page for the user's account by clicking the edit icon in the action's column next to the user's name.
Update the user's information, such as full name, email address, role, and user permissions, as needed.
Click Save to apply the changes
Deactivating a user account
Users with permissions to delete users and roles may deactivate other users.
For example, when a board director's term has expired or they have resigned from the board, their user account should be deactivated to ensure the director cannot access the condo's account.
Similarly, if a management professional is no longer staffed at a property, their user account should be deactivated for that condo, as well.
To deactivate a user account:
Log in to your Managemate account
Navigate to the "Manage Users" page using the main menu, or click here: https://app.managemate.ca/manage_users
Click the deactivate button (the button with the "X" icon) in the actions menu for the user that you want to deactivate
In the confirmation popup that appears, add a reason for deactivating the user (which is option), then click Yes to confirm the deactivation.
Note: Deactivated users will no longer be able to log into their accounts. Data that was entered into Managemate by a user before they were deactivated will be preserved.