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How do I add a new user to Engage?

This article explains how to add users in Engage and adjust their permission levels.

1. Log into Engage 
    • Use your credentials to log in to the Engage platform. 
2. Navigate to the administration Menu
    • Click on the Administration tab in the left-hand menu
    • Select Team Users from the drop down menu 

How to Add a New User in Engage Admin Portal - Step 2

How to Add a New User in Engage Admin Portal - Step 3 (1)

3. Add a New User 

    • Click on the +Add New User button in the upper right corner of the screen

How to Add a New User in Engage Admin Portal - Step 4

4. Fill out the User Form

  • Username: It is recommended to use either: 
    • The user’s first initial followed by their last name (e.g., rgarcia)
    • Their email address (h20-rich@subeca.com)
    • Using the email address as the username is perfectly acceptable
  • Role: Currently, the only available role option is Tenant Admin. You can check the boxes under “Permission” to allow access to the following: 
    • User Management: Full user access 
    • Device Management: Ability to access devices
    • Property Management: Ability to access properties
    • Account Management: Ability to access accounts
    • Customer Management: Ability to access customers

How to Add a New User in Engage Admin Portal - Step 5

5. Submit the Form 

    • After filling in the form, click the Submit button to save your changes. 
6. New User Login Instructions
  • The new user will receive an email with instructions on how to log in to Engage. Ensure they check their inbox and follow the provided instructions.