Adding new users to Syrasoft Connect is a breeze. Begin by logging into an account with administrative privileges.
Once the main window has opened open the Settings(1) menu and hold your mouse over the User Accounts(2) sub-menu item.
The User Accounts sub-menu will appear allowing you to click Modify User Security(3) and launch the Manage Security window.
The Manage Security screen will appear. To begin adding a new user select Add User from the options presented.
Allowing self storage managers to log in to Syrasoft Connect with an email address and password is the most common method we see used by Connect users.
Alternatively you may choose to have users enter the Account ID and a Username.
These fields are not mandatory but are generally considered a best practice. Once filled out click on Security to move forward in the setup.
Syrasoft Connect allows self storage owners and regional managers to assign detailed permissions to their users as needed. A single manager may be issued access to a single facility at the Manager level while access at another facility is Administer level. Your organization may use as many Security Profiles as is required to manage your facilities effectively.
To assign your first group and profile to the user you are setting up click the plus sign in the Security tab.
By clicking the Group Dropdown Menu(1) you will have the option to assign a set of permissions for this user to one of the facilities or groups of facilities listed in the dropdown. Click one of the facilities or groups(2) to continue.
Now that you’ve assigned the facility or group your user requires access to you must select the security profile for that facility or group of facilities.
Begin by clicking the Profile Dropdown(1) then select the Profile(2) from the list of options. Complete your selection by clicking OK(3)
Check to be certain the appropriate Group and Profile were applied to this user and then select the Settings tab to move on.
Not every facility uses Syrasoft Connect the same. Some facilities make use of the Bird’s Eye View more frequently while others spend their day in the Tenant Workcenter. Click on the Default Workcenter Dropdown Menu(1) and select the workcenter that this user will spend most of their time in(2).
Once you’ve picked the appropriate workcenter click Save(3) and you’re done! The user has been granted access to Syrasoft Connect and only needs to log in, change their temporary password and begin taking advantage of the advanced cloud based self storage platform!
