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          Help Section          

Add Contact to Property Directory
 

To add a contact to the Property Directory of your Portal, refer back to the Control Panel --> Setup --> User Groups/ Tenants --> Non-Tenant User Groups (staff) --> Create Non-Tenant User or Creating a Tenant User sections of the AXIS Portal help handbook or follow the proceeding steps.

 

Note:

         There are numerous ways to add Tenant to the Property Directory that coincide with the 3 different methods of Creating Tenant Users.

         Only one method, however, can be used to Create Non-Tenant Users. Thus, below we have only referred to the method that overlaps both Tenant and Non-Tenant Users.

         Refer back to the Creating a Tenant User section, as noted above, of the AXIS help handbook for alternate methods.

 

1.       Click on Control Panel > Setup > User Groups

 

http://resource.axisportal.com/8656f6f5-6a28-4944-99da-99912c573157.resc

 

2.       Locate and click on the desired Non-Tenant User Group or Tenant User Group (from the left page) that the contact you wish to add to the directory falls under.

 

http://resource.axisportal.com/a4ad6d3b-6c3f-455d-a9e0-60a4d2e9371b.resc

 

3.       Locate the User from the Tenant or Non-Tenant User list (depending on which you selected), and click Edit.

 

http://resource.axisportal.com/eb709147-84ee-4d4b-980a-3b0889513e5c.resc

 

4.       Under the Basic Information tab, select Searchable in Directory with a check mark to make the user searchable in the Property Directory. On the contrary, deselect the option to remove the user from the Property Directory.

 

http://resource.axisportal.com/9c38cfe9-f657-4442-8e13-43eedf4c23a7.resc

 

5.       Click Save or Save and Notify to send an email to user notifying them of changes to their account.

 

Last Updated: October 13, 2016