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How to Access the Portfolio Users List?

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Written by Pam Winslow
Updated over 2 years ago

SmartProperty > Portfolio > Settings

Follow the above-mentioned workflow to land on the Portfolio Settings screen.

From the left-hand menu, click Users.

This takes you to the Users list where information for all existing users is tabulated via various columns that include User, Role, and Status.

To edit a user profile, click the pencil icon at the end.

In case you want to search for a specific user, type in their name or email in the Filter by name or email field.

In case you want to view users associated to a specific property, choose the property from the All Properties dropdown.

If you want to include inactive users as well, click the All radio button.

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