As a Property Manager or Tenant Manager, you can manage user access through the Users menu. This includes adding new users, updating roles, and re-sending invitation links when needed.
Adding a New User
Navigate to the Users Menu
Go to the Users tab in the platform and click Create.
2. Enter User Information
On the Create User page, fill in the user’s:
First Name
Last Name
Email Address
3. Assign Role and Access Level
Decide what level of access the user should have, then assign them a Role and associate them with the appropriate:
Building
Tenant
Lease
Area
Please click the + Example Role to assign it to the user. Once you see it drop down under the Selected Role Summary, it will allow you to save and close.
Access Levels Explained
Building Role: For Property Managers or Building Engineers. Grants access to the full building. Building Roles are not applicable for tenant users.
Tenant Role: For users representing a tenant. Grants access to all areas assigned to the tenant (e.g., suites 200, 300, and 400).
Lease/Area Roles: Recommended for all tenant users. Assign an Area Role to tenant users to grant them access to specific suites, floors, or other designated areas. This ensures that their access is scoped appropriately to their tenancy. Note: Contact Genea Support for help setting up subtenants properly.
User Roles Explained
Tenant User: Can place HVAC requests and view activity history.
Tenant Manager: Can place HVAC requests, view activity history, add other users, and see billing statements once approved by Property Managers.
Role Assignment Best Practices: Tenant users should be assigned Area Roles to ensure their access is limited to specific suites or floors as required by their tenancy.
4. Send the Invitation
Click Save & Close. The user will receive an invitation email from Genea.
Note: The invitation link expires after 24 hours. See instructions below to resend an expired link.
Removing a User
Navigate to the Users menu.
Locate and click on the user’s first name to open their profile.
Toggle the Active switch to “off.”
Click Save & Close to deactivate the user.
Resending an Expired Invitation
Navigate to the Users menu and click on the user’s first name.
Click Reset Password to send a new welcome email with a link to create their password and access the system.