- User type – The account type the user requires
- First name – The first name of the user
- Last name – The last name of the user
- Email address – The email address of the user. This email address will be used for their account and they should have access to this email.
Login details
- Username – Set a username that the user will use to login.
- Password – Set password that the user will use to login.
Security settings
If two-factor authentication or single sign-on is required, use the toggles on the Accounts screen to toggle on and off these security features. Note, two factor authentication requires set up via Host, contact Host to be onboarded to the CBRE Okta system.
Notification settings
Use the toggle to enable or disable new app user notifications for this account.
Business details
- Business Name – Name of business
- Business Number – Business number
- Address – Address of business
- Refund Requires Approval - If a Stripe payment account is linked to this profile, will identify if refunds require approval
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