How do I invite staff members or vendors to use Property Inspections?

When you sign up for Property Inspections with Buildium and HappyCo, each staff member who performs inspections should have their own login. Inspection reports can be used in legal proceedings, so it’s important to track who is responsible for each inspection.

In this article, you'll learn how to:

  1. Invite an existing staff member to use Property Inspections
  2. Add a new staff member and invite them to use Property Inspections
  3. Create a vendor as a dual user to invite them to use Property Inspections

To invite an existing staff member to use Property Inspections:

    1. Navigate to Settings > Users.

    2. Select the staff member you’d like to invite.

    3. Under the User account section, click Send invitation for Property Inspections



To add a new staff member and invite them to use Property Inspections:

    1. Navigate to Settings > Users.

    2. Click Add staff member.

    3. Under the User information section, select Send invite for Property Inspections.

    4. When you complete the remainder of the form, click Save.



Create a vendor as a dual user to invite them to use Property Inspections

You can also invite an existing vendor to use Property Inspections by updating their user type to be a dual user. 

If you haven't created a portal account for a vendor yet, you'll need to create one for each vendor you want to make a dual user before following the steps below.

To create a vendor as a dual user:

    1. Navigate to Settings > Users.

    2. Click the Vendors tab, then click the name of the vendor you’d like to invite to use Property Inspections.

    3. From the vendor summary page, select Account settings.

    4. Under User type, select Add another user type.

    5. Choose Staff member and click Save.

Once you've created a dual user role, you’ll be able to invite your vendor to use Property Inspections in the same way we showed you in step 1 of this article.


Click here to learn how to inspect a property using Buildium's Property Inspections


Article #: 217689058

 

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