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How to Add or Edit Users

Learn how to easily add, edit, or remove user access in your Property Matrix account.

Written by Conor Taliancich

Users are people who can log in to your Property Matrix license to view or edit information.

Add a User

  1. Open Settings and select Users.

  2. Click Add User.

  3. Enter the user's information. Required fields include:

    • Email: The address the user will use to log in.

    • First Name

    • Email Alias: Usually a first name or first-and-last-name combination without spaces, such as Jason, Jason.Korchak, or JasonKorchak.

  4. Select a Role, if applicable.

  5. Click Save.

Property Matrix emails the new user a prompt to create their password. Once their password is created, they can sign in at www.propertymatrix.com.

For help creating roles, see Adding and Editing Roles.

Edit a User

  1. On the Users page, find the user you want to update.

  2. Click the Dropdown next to their name.

  3. Select Edit.

  4. Update the needed details and click Save.

Delete a User

  1. On the Users page, find the user you want to remove.

  2. Click the Dropdown next to their name.

  3. Select Delete to remove the user from the license.

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