Video - Creating admin users and assigning roles

Adding employees to the directory

  1. To get started, navigate to your Envoy dashboard

  2. Click the location picker in the top left corner

  3. You’ll notice that the property has a building icon next to it and the location does not.

  4. Select your Location

  5. Navigate to the Employee directory

  6. You can import a CSV, or set up a directory sync if you’d like

  7. Click on Add employee then Create New

  8. Input your employees information.

  9. Email, and Name are required.

  10. A phone number is optional but important if you would like that employee to get notifications

  11. Assign an assistant if needed and toggle on the Show employee as a host on the Visitors Kiosk

  12. Click Save

  13. Repeat these steps until you have added all of your property admins to the directory.

Assign Admin Roles

  1. Now that you have your admins added to the directory, you can assign them a role.

  2. From your Envoy dashboard, click on Employee Directory and then Admin Roles

  3. Click on New Admin at the top.

  4. Begin typing the employees name and select the correct name from the list

  5. On the next screen, you can select the role you want to assign from the dropdown menu.

  6. Be sure to select either Global admin or Property Security admin

    1. Regular security admins will not be able to see the Connect security console.

  7. Click Invite

Invite Email and account signup

  1. Clicking Invite will send an email to that employee for them to accept the role.

  2. It’s important that the employee clicks the Accept Invite link sent by email.

  3. By doing this, the employee will be prompted to finish creating their account:

    1. Confirm the signup details are correct,

    2. Input a Password

    3. Click on Sign up

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