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3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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            • Create Tenant User Group
            • Creating a Tenant User
            • Updating a User
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Creating a Tenant User
 

Creating a Tenant User:


Note:
  • For information regarding Email Settings or for assistance in creating a password for new users, consult with your Property Administrator or reach out to the Axis Portal Support Team by sending an email to AxisSupport@cbre.com.


Method #1:

  1. Go to Setup > User Groups.

    User Groups Menu

  2. Click on the desired Tenant User Group you would like to add a Tenant user to (i.e. Tenant ManagersTenants, etc.).

    User Group List

  3. Click on Create on the top right of the User Group Setup page.

    Create Link

  4. OR hover over the desired Tenant User Group and click on Dropdown Arrow to see the drop-down menu and its options.
  5. Click on Create User.

    Create User Link

  6. Fill out the necessary information.
  7. Click on Save or Save & Notify to send the user a welcome email letting them know their account was created.

Method #2:

  1. Go to Setup > Tenants.

    Tenants Menu

  2. Click on the desired Tenant in the Tenant list on the left.
  3. Click on Create on the top right of the Tenants Setup page.

    Create Link

  4. OR hover over the desired Tenant in the Tenant list on the left and click on Dropdown Arrow to display the drop-down menu and its options.
  5. Click on Create User.

    Create User Link

  6. Fill out the necessary information.
  7. Click on Save or Save & Notify to send the user a welcome email letting them know their account was created.

Method #3:

  1. Go to Setup > Places.

    Places Menu

  2. Locate and click on the Building name.
  3. Locate and click on the Floor.
  4. Locate and click on the Suite.
  5. Locate and click on the Tenant.
  6. Click on Create on the top right in the Places Setup page.

    Create Link

  7. OR hover over the desired Tenant in the Places Tree on the left and click on Dropdown Arrow to see the drop-down menu and its option.
  8. Click on Create User.

    Create User Link

  9. Fill out the necessary information.
  10. Click on Save or Save & Notify to send the user a welcome email letting them know their account was created.
Last Updated: October 12, 2016