Setting Up User Accounts

Getting StartedPopular
3 min read

Learn how to create and manage user accounts in Syndik, set up proper permissions, and invite team members to your property management platform.

Overview

Setting up user accounts properly is crucial for maintaining security and ensuring smooth operations in your property management system. This guide will walk you through creating different types of accounts and managing user access.

Before You Begin

Make sure you have administrative privileges and have completed the initial property setup.

Creating Admin Accounts

Admin accounts have full access to all features and settings. Follow these steps to create admin accounts:

1

Navigate to User Management

Go to Settings → Users & Permissions → User Management

2

Click "Add New User"

Select the "Administrator" role from the dropdown menu

3

Fill in User Details

Enter name, email, phone number, and any additional required information

4

Send Invitation

Click "Send Invitation" to email the new admin their login credentials

Inviting Users

You can invite multiple users at once and assign different roles based on their responsibilities:

Bulk User Invitation

Use the "Bulk Invite" feature to add multiple users efficiently:

  • Upload a CSV file with user information
  • Copy and paste email addresses (one per line)
  • Manually enter multiple email addresses

Setting User Permissions

Understanding User Roles

Administrator
  • • Full system access
  • • User management
  • • Financial settings
  • • System configuration
Property Manager
  • • Property operations
  • • Resident management
  • • Maintenance requests
  • • Basic reporting
Maintenance Staff
  • • View work orders
  • • Update request status
  • • Upload photos
  • • Time tracking
Leasing Agent
  • • Prospect management
  • • Tour scheduling
  • • Lease processing
  • • Unit availability

Managing Access Levels

You can customize permissions for each role or create custom permission sets:

  • Property-specific access (limit users to certain properties)
  • Feature-based permissions (financial data, reports, etc.)
  • Time-based access (temporary permissions)
  • Action-level controls (view only vs. edit permissions)

Account Verification

All new users must verify their accounts before gaining access:

Verification Process

  • 1. User receives invitation email
  • 2. Clicks verification link
  • 3. Sets up password and security questions
  • 4. Completes profile information
  • 5. Gains access to assigned features

Troubleshooting

User Didn't Receive Invitation Email
  • • Check spam/junk folder
  • • Verify email address is correct
  • • Resend invitation from user management panel
  • • Contact support if issue persists
User Can't Access Certain Features
  • • Verify user role and permissions
  • • Check property-specific access settings
  • • Ensure account is fully verified
  • • Review custom permission assignments

Please sign in to rate this article