From the User Management section in Street you can edit existing users to edit their availability, email signature, 2FA settings, appointment types and roles & permissions.

To get started head to Settings > (on the left side panel, at the bottom) > Account Administration > User Management.

To edit an existing user, click on the user's name on the left hand side.

From here you will see an individual user's account details.

Firstly from the profile tab can edit a user's details, including their branch, name and login email address. The job title, biography and profile image sections are important as the information entered here will display on valuation reports so should be thought about carefully to ensure it's suitable for a client to read.

You can also set their contact details which will be what is shown to your clients. And the alternate email address can be used to change the 'from' address when sending emails.

Finally you can manually set their password by completing the new and confirm new password fields.

From the Availability tab you can set a users availability, based on their type of rota as well as working days and hours. For more information, see our Profile (Availability) help article.

The email signatures tab allows you to set up the user's email signatures. It's important to note that users can also set their own signatures up from their profile. For more information, see our Email Signatures help article.

If you have Two Factor Authentication enabled in your network you will be able to see if the user has two factor enabled and disable it if needed. This is useful if the user is struggling to login due to 2FA issues. For more information, see our Two Factor Authentication help article.

From the Appointment Types tab you can choose which appointments the user will be able to carry out. From here you can select between viewings, valuations, photo & measures and inspections,

The appointment types selected will determine whether the user should display when booking an appointment of that type. For example, someone with the 'viewings' appointment type selected will appear on the 'book a viewing' workflow.

Finally from the Manage Roles tab you can assign the roles you want that user to have, based on the roles you have setup in your Roles and Permission settings. The roles selected for that user will determine what permissions they have access to.

For more information, see our Managing User Roles and Permissions in Street help article.