Manage external users
You can manage external users that are a part of your environment in Proprli using access management. Learn more about this feature below.
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access management.
Step 2: The third tab, "External users," is where you can manage the active, pending, invited, and inactive external members.
Step 3: To narrow down your search, you can filter the external users by roles, company, buildings they have access to, and the search bar. You can also list the users according to their status (active, pending, invited, and inactive).
Step 4: To add a new external user, click on "Add user" on the top right-hand corner of the screen, enter their first and last name, email address, and click on "Invite."
Step 5: On the last column, you will see a three-dotted icon. Learn more about each of the actions below.
- View user details: This option will give you an overview of the external user's details, buildings they are assigned to, and the ability to edit that information.
- Change role: This feature allows you to change the external user's role by selecting a pre-existing role within the dropdown menu. Don't forget to save your changes. Learn more about Proprli's roles in this article.
- Deactivate: If you want to deactivate the external user, use this option. Confirm your choice to deactivate them by selecting "Yes."
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