Creating and Editing Users

Navigate to the each section of this article with the links below: 

• Overview
• Invite User Permissions
• Managing Users in AI Portal
  • Add a New User
  • Editing a User
• Additional Actions
• Frequently Asked Questions

Overview

Community Managers and Organization Admins can create new users and update existing users in the AI Portal.

If you need access to a community launched on EliseAI, reach out to your community manager or organization admin. These users can: 

1. Create a user profile for you, if needed.
2. Assign communities (or buildings) to your user profile. This allows you to access these communities on EliseAI.

Note that launching an organization on EliseAI DOES NOT automatically set up users. You must use the AI Portal to invite users to your organization. 

Invite User Permissions

Community Managers can invite the following types of users: 

• Community Manager
• Leasing Agent
• Accounts Receivable
• Site Manager

Organization Admins can invite the following types of users: 

• Organization Admin
• Community Manager
• Resident Manager
• Leasing Agent
• Accounts Receivable 
• Site Manager

Managing Users in AI Portal

Read the sections below for instructions for adding and managing users. 

Add a New User

1. Click Users in the AI Portal's left sidebar.
2. Click Invite in the page's top right corner. This opens the Invite Users window.
3. Add the new user's email address in the Emails box. 
   • To invite multiple users, type in multiple email addresses and separate each one with commas. 
4. Assign the following items for the user(s): 
   • Organization
   • Roles
     • Use the Roles dropdown to assign user roles. You can add multiple roles for each user. 
     • See AI Portal User Permissions for details on each user role. 
   • Communities
     • Use the Communities dropdown to grant the user access to specific communities. You can add as many communities as you would like. 
     • Check the Access all communities and community groups box to grant the user access to your organization's entire portfolio. 
   • Community Groups (optional)
     • Use the Community Groups dropdown to grant the user access to specific community groups. You can add as many community groups as you would like. 
     • Check the Access all communities and community groups box to grant the user access to your organization's entire portfolio. 
5. Click Send to email an invitation to the new user(s).
   • NOTE: Once added, a user's email address cannot be changed. To update an email address, you must create a new user profile with the correct address. 

Editing a User

1. Click Users in the AI Portal's left sidebar. 
2. Use the search bar to locate the user. You can search by name, email, and phone number. 
3. Click the user's name to open the side panel.                                                                                         
4. Adjust the user's details as needed.
   • You can add as many roles, communities, or community groups as you would like. 
   • Remove a role or community by clicking the X on the right of its entry.
   • Check the Access all communities and community groups box to grant the user access to your organization's entire portfolio. 
   • NOTE: An existing user's email address cannot be changed. To update an email address, you must create a new user profile with the correct address. 
5. Click Save at the bottom of the panel to update the user's profile. 
   • Updates take effect immediately, but you may need to refresh the page to see the changes. 

Additional Actions

Follow these steps to reset user passwords, resent invites, or delete user accounts. 

1. Click Users in the AI Portal's left sidebar. 
2. Use the search bar to locate the user. You can search by name, email, and phone number. 
3. Click the user's name to open the side panel.                                                                                         
4. Click More at the bottom left of the panel to access the following options: 
   • Send Invite: Resends an invitation email to the user. 
   • Send Password Reset Email: Sends the user an email with a password reset link. 
   • Copy Invite: Copies an invite link to your clipboard. You can paste this link into an email or message to the user. 
   • Delete: Removes the user's account from the AI Portal. 
5. A confirmation message appears at the top of the page when an action is successfully completed. 

Frequently Asked Questions

Do user invite links expire after a set period of time? 

No, user invites do not expire. Contact Support if user's invite link does not work. 

Can you change the communities assigned to organization admins? 

No, you cannot change the communities assigned to an organization admins. By default, admins have access to all an organization's communities. 

Can you edit the communities assigned to a user while the user's invite is pending? 

Yes, you can edit the communities assigned to a user (except org admins) at any point, including while their invite is still pending. 

A user has activated their account and logged in, but they cannot see the expected community/communities? 

In this situation, it’s common for the community or communities to not yet be added to the user’s profile, which prevents them from appearing in the EliseAI Portal. Users with the appropriate permission level—such as Community Manager or Organization Admin—can update a user’s assigned communities directly in the Users tab.

If the communities are already listed correctly on the user’s profile but they still can’t see them in the Portal, please reach out to Support and we’ll investigate further.

Does launching an organization on EliseAI automatically set up users? 

No, launching an organization on EliseAI DOES NOT automatically set up users. You must use the AI Portal to invite users to your organization.