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

You will have visibility of the entire network of users, their assigned branch and what roles/permissions they have within the business. You can click into each user to view and amend if required. There is also a useful search bar if required, if your list of users covers multiple pages.

To add a new user to the system, click the '+ Add User' button:

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

Here a user can add/edit their details, including their branch, name, login email address, job title, biography, profile picture, phone number, contact email address and password. For more information, see our Profile (My Profile) help article.

The Profile Details relating to job title, biography, profile picture link directly with the Valuation Template. Information on that can be found here.

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.

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

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.

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).

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

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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Here 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.

Here you can setup a users signatures to be used when sending manual emails from within Street. For more information, see our Email Signatures help article.

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:

If editing an existing user, you will also see the option to deactivate them. Deactivating a user will not remove them from current entities, such as properties, valuations or viewings so they will have to be manually reassigned, but it will remove their access to the system and from being booked on any further appointments.

On the user's page, scroll down to the bottom and click the red Deactivate User button.

Should you need to reactivate a user, follow the same steps as above and you will instead see the green 'Reactivate User button'.