Overview:
Users are individuals who can log into Property Matrix on your license to view or edit information. Follow this guide to add new users or edit existing user information.
Adding a New User
Navigate to the Settings page.
Select Users from the menu on the left side of the page.
Click the Add User button.
A new window will appear. Enter the user’s information here. The required fields include:
Email: The email address the user will use to log in.
First Name: The user’s first name.
Email Alias: Typically the user’s first name or a combination of their first and last names without spaces (e.g., Jason, Jason.Korchak, or JasonKorchak).
If applicable, select the appropriate Role from the dropdown menu. To learn more about creating and editing roles, see the Adding and Editing Roles article.
Click Save to add the user. Property Matrix will automatically send an email to the new user, prompting them to create their password. After creating a password, they can log in at www.propertymatrix.com.
Editing an Existing User
From the Users page, locate the user you wish to edit.
Click the 3-dot menu at the end of the user's row, then click the Edit button.
Update the desired fields and click Save.
Deleting a User
On the Users page, locate the user you wish to delete.
Click the 3-dot menu at the end of the user's row, then click the Delete button.
You're all set! You can now manage users effectively within your Property Matrix account.