< All subject
Print

How to Create an Access for a Janitor

You can watch the video procedure or follow the instructions below.

Instructions

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on the contact you want to edit.

3. Click on “Edit” at the top right.

4. Enter the janitor’s email address.

Contact email

5. In the fifth page of the dialog box, change the role of the user to “Janitor.”

6. Enter their username, password, and any other information you deem necessary. The janitor will receive their username and password by email.

7. Click on “Finish.”

8. Go to the “Data” tab and the “Properties” subtab.

9. Click on the property to which the new janitor is assigned.

10. Click on “Edit” at the top right.

11. In the third page of the dialog box, click on “Select the janitor.”

12. Select the janitor you have just created, and click on “OK.”

13. Click on “Finish.”

14. Go to the “Data” tab and the “Leases” subtab.

15. Click on the lease to which the janitor now has access, and click on “Edit.”

16. In the fifth page of the dialog box, in the “Janitorial Service” section, tick “Yes” to allow the janitor to edit the unit.

17. Click on “Finish.”

18. Repeat steps 15 to 17 for every lease to which the janitor now has access.

You have now created an access for a janitor.
The janitor can collect and increase rents, renew leases, and reserve units to which they are assigned. They can also add, consult, and edit appointments, service calls, and works. In addition, they can consult the list of tenants and send them an email or a text message.

Transcription of the Subtitles

Here is how you create an access for a janitor.

Go to the “Data” tab and the “Contacts” subtab.

Click on the name of the janitor. Click on “Edit” in the upper right corner. Enter the janitor’s email address.

Click on the fifth page of the dialog box in the lower left corner.

Change the role from “No access” to “Janitor.”

The janitor can collect and increase rents, renew leases, and reserve units to which they are assigned.

They can also add, consult, and modify appointments and service calls, and send emails and text messages to tenants.

Note that only the administrator can create users and change access rights.

The janitor can only view the data of the properties to which they are assigned.

Click on “Finish” in the lower right corner.

You must go to the “Data” tab and the “Properties” subtab.

Click on the property to which you want to assign the janitor, and click on “Edit.”

Click on the third page of the dialog box in the lower left corner. Click on “Select the janitor.”

Click on the name of the janitor, and click on “OK.”

Go to the “Data” tab and the “Leases” subtab.

Click on one of the leases to which the janitor now has access. Click on “Edit.”

Click on the fifth page of the dialog box in the lower left corner.

Tick “Yes” in the “Janitorial service” section.

The janitor will now be able to consult the data of the properties to which they are assigned and of the units where you ticked “Yes” to “Janitorial service.”

Previous How to Create an Access for a Manager
Next How to Create an Access for an Assistant