Frequently asked questions about staff users within the Property & Facility App.
1. Can I enter people as both staff users and tenant users?
No, users cannot be entered as both staff and tenant, only one or the other. Tenant users are restricted to viewing and accessing only certain features and data related to their tenant companies. There is no need to enter a staff member as a tenant user, as staff users have much more access to the contents of WorkSpace than a tenant will have. Please make sure you consider which type of user it is before you enter it into the system.
2. I am trying to enter a new staff user on the Team tab of my property, but after clicking Save, the user does not appear on screen. Why is this happening?
It is very likely that the user you are trying to enter has an email address that has already been entered in WorkSpace as a tenant user. Users cannot be entered as both tenants and staff. If you have experienced this, please submit a support ticket and our Support Team can research to find out if this is indeed the case. If the user was entered as a tenant erroneously and needs to be entered as a staff user, the Support Team will have our Engineering Team correct the user account. Please do not attempt to remove the tenant user account yourself and do not try to continue adding as a staff user. The account will need to be corrected behind the scenes by the Engineering Team.
3. I'm trying to update a user's email address, but the system won't allow me to click into the email field to make changes. How do I edit a user's email address?
User email addresses cannot be edited once entered in WorkSpace. If you need to edit a user's email address, please disable and remove the erroneous user account, then add a new user account with the correct email address. For further information, see Overview: Staff User Administration.
4. How do I change the features that my staff member has access to?
The features that a particular staff user possesses can be altered on one form. From the Update Staff Member window, navigate to the Featuresfield in the form presented and select the checkboxes that you desire to apply to the staff user's access. For further information, see Managing Staff User Features & Permissions.
5. Why can't a staff user see service request work orders that I can see?
The two available features for a staff user are Service Requests and Service Requests Admin. The Service Requests feature will allow the staff user to only access those work orders specifically assigned to them while the Service Requests Admin can access all work orders for the property regardless of who they are assigned to. See above for more details on modifying these features.
6. What is the purpose of the Mode field in a staff user's profile?
The Mode denotes different types of staff users. The choices are Staff, Staff Supervisor, Portfolio Manager, and Support. These are primarily for informational purposes and do not currently possess any functionality.
7. How do I delete a staff user?
You must disable a staff user first before deleting the account from WorkSpace. Please follow the instructions in the article Disabling a Staff User. Keep in mind to remove the user's feature access prior to deactivating the account. In the case that a staff user is no longer responsible for a property, but still needs access to other properties, you will want to remove the user from the property rather than disable the user account. See Removing a Staff User from a Property for instructions.
8. How do I add a staff user?
Adding a staff user is simple. From the Add New Staff Member window, complete the easy to navigate form presented. To assist in the process, see Adding a Staff User to a Property.