Administration > Manage Users


A User is any person who needs access to information or activities in eUnify. This can be employees, third party workers, community members, vendors, or any other person who needs access to the system. User access can be as broad, or as limited as required, by assigning a Profile to the User. CLICK HERE for more information about creating and assigning Profiles.  


NOTE- After you have created a New User, you will need to send a Registration email to the new user. CLICK HERE for more information. 


To Create a New User


Step 1. Navigate to Administration > Manage Users


Step 2. Click the Add User button on the far right side.


Overview Tab- User Account Section


  • Profile - Select the Profile to be associated with this User. 

  • Temp User Name - Specify a temporary user name for the account. This can be changed by the User when they register.

  • Temp Password - Specify a temporary password. This can be changed by the User when they 

  • User Type- This will default based on the Profile selected. 

  • Backup User - Select a Backup User from the drop down menu. This User will have access to Associations and information of the main user if they are unavailable. 

  • Vendor - The specific vendor associated with this profile. 

NOTE- This is only used for Vendor profile types.

  • Language - The language of the firm that applies to this profile.

  • Firm Branch - Select the correct Branch from the drop-down menu, if applicable. 

  • Association- Select an Association from the drop down menu if this User will only have access to a single community. 

  • Billing System Hourly Rate - The hourly rate of this user, if applicable.

  • Internal Cost Hourly Rate- Enter the hourly rate paid to this User. This helps to determine the rate to charge, if billing for the Users time. 

  • Account Disabled - Controls whether the User is enabled/disabled. 

  • Start Date - The date this user will have access in the system.

  • End Date - The date the user would no longer have access to the system. 

  • Access All Associations - This checkbox will allow the user account to access all associations.  If not checked, specify the associations this user can access on the Association Access tab. 

  • Approve All WO Types - Allows this user to approve all Work Order Types.

  • Invoice Approval Override- Check this box to allow the User to have invoice override permission. 

  • Disable OTP Authentication- Check if you want to disable the authentication step for the User. 

  • Use V2 Skin- Click to enable the new User Interface. 

  • Auto Show PDF Less Than - Check the box and enter a number to automatically show PDF documents below a set size. 

  • Report Output Format - Select the correct report format from the drop-down menu. 

  • Find Account Note Default Source - Select the account note source from the drop-down menu.

  • Available Time Type- Select all Time Types that apply to this User if the billed time option is being used. 



Overview Tab- User Date Section


Name- Enter the First and Last name of the new user.

Title- Enter the Title of the new user. 

Initials- Enter the Initials of the new user.

Credentials- Enter User credentials, if applicable. 

Phone Number- Enter the phone number of the new user. 

Mobile- Enter the mobile phone number of the new user. 

Email- Enter the email address of the new user. 

SMS Email- Enter an email address used to receive Text messages, if applicable. 

Timezone- Select the correct time zone from the drop-down menu.

Upload Signature- Upload the Users signature to be used on letters, if needed. 



Association Access Tab


Use this Tab to assign Associations to this User. This Tab is only available if All Associations was not checked on the Overview Tab. To assign Associations, highlight Associations in the lower window and use the up arrows to move them to the upper window.


NOTE- Assigned Associations will now be available as a Group called My Associations for this User and by the Administrator under this Users name. 



Resident Request Type Tab 


This Tab is used to select which resident request types this new user will be able to approve. Select the check box on the resident request types this user will have available.



Step 3. Click the Save button to finalize, or the Save Add button to add another User.