How to create an account

Creating an account

To access the admin portal an account needs to be created.

Client and building admins can create accounts.

Types of accounts:

• Client (created by client admin)
• Building (created by building admin)
• Space (created by building admin)
• Service Provider  (created by building admin)
• Data Analyst (contact Host for Data Analyst role to be created)

Steps

1. From the left-hand side menu, select Accounts.
2. On the tenants screen in the top right corner select Actions > New Account.
   
3. Complete the fields within the new building account creation form. See the field description list for more information on the fields.
   
4. Click Save.

Tips

Use the search bar at the top to easily find an account.

Use the toggles to toggle on and off whether the account is active, 2 factor authentication and signing on with single sign-on.