The Manage Backup page is a helpful tool that allows you to instantly grant Association, and function access to another User when staff members are out of the office, or otherwise unavailable. It's fast, easy to use and requires no extra setup.
Step 1. Navigate to Administration > Manage Backup User.
Step 2. Select Add Backup User from the Page Actions drop down menu.
Step 3. Complete the Backup User window.
User- Select the User that requires a backup user from the drop down menu.
Backup User- Select the correct Backup User(s) from the drop down menu.
NOTE- If multiple Users are selected in this step, all Users will receive the same access. If you need access to vary, you will need to set up each Backup User separately.
Start Date- Select a Start Date for the backup User access to begin.
End Date- Select an End Date for the backup User access to end.
Description- Enter a Description for the backup to help identify the reason the Backup User was created.
User Associations- Click this box to assign all of the original Users assigned properties to the backup User.
Resident Requests- Click to allow access to the Resident Request function.
NOTE- The receiving User must have Profile access to this function.
Tasks- Click to send Tasks notifications to the backup User.
NOTE- The receiving User must have Profile access to this function.
eBlasts- Click to send eBlast notifications to the backup User.
NOTE- The receiving User must have Profile access to this function.
Step 4. Click the Save button to finalize, or the Save Add button to add more backup Users.
