How Do I add A User To My Account? (Clients)

As a Client you may want to add additional users to your account to assist you with managing your properties, scheduling service providers, paying service providers or reviewing incidents. Add each member of your team in a few simple steps.

Only Administrator users can add new users in Checklist.
Adding a user to your Client Account
  1. Click Users on the left navigation bar.
  2. Click Add to add a new user.
  3. Complete all required fields.
    User role - Administrator users are given full access to your account. They would be able to perform all of the following actions on your account. Property Manager users will be able to access most features in Checklist for the properties assigned to them. If these users are restricted from properties in Tokeet, those restrictions will be respected in Checklist.

Read more about user roles HERE.

  1. Click Add.

That's it! Four quick steps to add users to your account.

For Tokeet Users: Administrator and Property Manager users added in Checklist users will also be added to Tokeet. Similarly, Administrator and Property Manager users added in Tokeet will also be add to Checklist.

As always, please contact us with questions at any time. We're happy to help.

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