This guide is for when you have new starters or leavers to your property team.
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
Under the General section, click Manage Properties & Occupiers
Click the Pencil icon next to the property you want to manage
Click the Occupiers button, this will open a list of existing occupiers and allow you to add and manage companies
Click the People icon next to the company you want to manage
Click Add New
Enter the email address for the user, and choose a role, click Submit to save.
The user will now have access to your property’s Tools platform.
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.
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
Under the General section, click Manage Users
Search for the Users email address
Open their profile
In the Role tab, set their role to “None” for your property
