Video - Creating admin users and assigning roles
Check out this article for the most up-to-date list of Connect Admin Roles.
Adding employees to the directory
To get started, navigate to your Envoy dashboard
Click the location picker in the top left corner
You’ll notice that the property has a building icon next to it and the location does not.
Select your Location
Navigate to the Employee directory
You can import a CSV, or set up a directory sync if you’d like
Click on Add employee then Create New
Input your employees information.
Email, and Name are required.
A phone number is optional but important if you would like that employee to get notifications
Assign an assistant if needed and toggle on the Show employee as a host on the Visitors Kiosk
Click Save
Repeat these steps until you have added all of your property admins to the directory.
Assign Admin Roles
Now that you have your admins added to the directory, you can assign them a role.
From your Envoy dashboard, click on Employee Directory and then Admin Roles
Click on New Admin at the top.
Begin typing the employees name and select the correct name from the list
On the next screen, you can select the role you want to assign from the dropdown menu.
Be sure to select either Global admin or Property Security admin
Regular security admins will not be able to see the Connect security console.
Click Invite
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For more information about Connect admin roles and permissions that can be assigned please check out this help article: https://app.intercom.com/a/apps/shgh0wrr/articles/articles/6802250/show
Invite Email and account signup
Clicking Invite will send an email to that employee for them to accept the role.
It’s important that the employee clicks the Accept Invite link sent by email.
By doing this, the employee will be prompted to finish creating their account:
Confirm the signup details are correct,
Input a Password
Click on Sign up