Adding, Editing and Deactivating Users in Prism

Below are instructions on how to add users to Prism, whether they are Property Managers, Tenants, or Vendors. It's important to note that before adding a User from a Tenant or Vendor company, the company itself must first be created in the My Companies section of Prism. Once that's done, you can follow these guidelines to efficiently manage user accounts, including adding new users, editing existing profiles, and deactivating users when necessary.

This guide covers three essential user management tasks in Prism:

(1) Adding new users
(2) Editing existing user profiles
(3) Deactivating users

(1) Adding Users

1. Within My Users > All Users, click the blue Add Users button at the top right corner of the page.
2. Select whether the new user is property management, tenant, or vendor and enter their email address. Click next.

 

3. Enter user details and click Assign Properties at the bottom of the page to continue.

 

Note: When Choosing a Job Function, you are also putting this user in a specific Permission Group. Permission Groups are customized in Admin by your system administrators. 

Vendor Job Functions​	Prism Permission Group​
Manager​	Vendor Manager​
Employee​	Vendor​
Executive​	Vendor Manager​

Tenant Job Functions​	Prism Permission Group​
Office Manager​	Tenant Admin​
Employee​	Tenant​
Executive​	Tenant Admin​
IT Manager​	Tenant Admin​

Property Management Job Functions​	Prism Permission Group​
Property Manager​	Manager​
Chief Engineer ​	Engineer Manager​
Engineer​	Engineer​
Tenant Coordinator​	Coordinator​
Community Manager​	Coordinator​
Asset Manager​	Executive​
Security​	Security​

(2) Editing Users

Within My Users > All Users, click the name of the User to view their profile. 

Within the User’s page you can edit their contact and job information, and their permission groups under User Info. 

You can also view and edit their properties under "User Access." If you click "Manage Properties" you can add or remove properties from their access.

After making changes click the save button at the bottom of the page to save all changes. 

(3) Deactivating Users

• • Click into the User profile
    
  • In the top right corner, click the "Actions" drop-down
    
  • Select "Deactivation"
    
  • If you don't see this option, consult with your Account Admin(s)