Using Buildium, it's easy to assign a task to the members of your team. When you add the task, simply select the staff member in the Assigned to box. Doing so can (optionally) send an email to the staff member to tell them that there's a new task on their plate. This topic gives instructions to set up a vendor with the same level of access as a staff member.
Use the guidance below for only those vendors with whom you work on a regular basis. You might set up Hank the Handyman as detailed below, but not a utility company.
To set this up:
-
Create a user role for the vendor. see "User Roles"
This is an optional step. The default user roles for Maintenance Worker or Maintenance Manager work well for most customers.
- Add the vendor to your account. Be sure to make sure the vendor has a first and last name in addition to the company name. see "Vendors"
- If needed, click
to create an account and add an email address to the vendor. - Click
- Click Add another user type (advanced)
- Check the box next to Staff member
- Click
| Article #: | 112804 |