This guide is for when you have new starters or leavers, or need to change the roles for your property team.
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Inviting a New Starter
Open your Tools URL - this may be available as a quicklink in your Equiem platform
In the top menu, go to Admin
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If the user does not already exist within the system an invite will be sent to them to register. Once they are registered they will have the correct role you have already assigned to them.
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Editing a Property Team member’s role
Open your Tools URL - this may be available as a quicklink in your Equiem platform
In the top menu, go to Admin
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Under the General section, click Manage Users
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Search for the Users User's email address
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Open their profile
In the Role tab, set their role to “None” chose the new role for your property(ies)
Removing a Leaver
Open your Tools URL - this may be available as a quicklink in your Equiem platform
In the top menu, go to Admin
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Under the General section, click Manage Users
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Search for the User's email address
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Click the X next to their email address in the search results to delete their account