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 Companies
(2) Editing existing Company profiles
(3) Deactivating Companies
(4) Sub Tenants
(5) Characteristics
Please note that Prism Support will not be able to update users for you. You will need to add users following these steps or reach out to a User with the permissions to do so.
Required Permissions: Can Manage PMO users, Can Manage Tenant Users and Can Manage Vendor Users
Here is a guide for updating permissions.
Adding Companies
- To add a company, click the blue Add Company button in the top right corner of the page.
- At the top of the screen, select whether you are adding a Property Management, Tenant, or Vendor company
- Enter company information and select the blue Create Company button at the bottom of the page
Please note: For customers integrating with MyCOI, addresses must be filled out for tenants and vendors.
Editing Companies
- To edit a company, click the Company name
- Within the company’s page you can edit address, contact info, insurance, billing, contracts, certificates, SLAs, and files.
You can deactivate a company by clicking the Action button.