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Creating/Editing a User
Creating/Editing a User

This article explains how to create or edit user within Street, i.e a colleague who will be using the system.

Elliot Palmer avatar
Written by Elliot Palmer
Updated over 4 months ago

Note - Only Branch or Company Admins will have access to User Management and the ability to add/edit users.

On the left side panel, head to Settings > Account Administration > User Management:

Creating a New User

To add a new user to the system. click + Add User:

Editing an Existing User

To edit an existing user, click on the user's name:

Profile

Details

Here a user can edit their details, including their branch, name, login email address, job title, biography, profile picture, phone number, contact email address and password.

Roles

Only Company Admins can assign roles to users.

There is no set rule for which role a user should have however typically the Company Admin role would be company directors / owners, giving them access to all settings in the network. While the Branch Admin role would be for branch managers, giving them access to branch settings.

However the Support role should only be used for users that should not appear on the calendar or for booking appointments, such as admin staff.

Note - If a user doesn't appear on your calendar, the most likely cause is because they have this Support role toggled on. Remove this to show them in the calendar again.

Appointments

You can also choose which appointments the user will be able conduct.

Permissions

In the Permissions section, you can choose whether the agent can access Accounting, manage bank accounts and export data from Street (such as the list of properties).

Note - Only Company Admins can toggle on the export data feature while Branch and Company admins can toggle on the accounting related permissions.

When you are finished, click Submit and the user will receive an email asking them to set their password and login (see below).

Note: If you are currently onboarding with Street (and have notifications turned off account wide) you will need to manually create a temporary password for the user you have added so they can log in, as they won't receive the automated 'Sign up' email. To do this click into their account and scroll down to the Set New Password section. Enter the temporary password and click 'Update User Info':
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Email Signatures

Here you can setup a users signatures to be used when sending manual emails from within Street.

Two Factor Authentication

If you have Two Factor Authentication enabled in your network (see here on how to enable it), you will be able to see if the user has two factor enabled and disable it:

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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