Managing Users

Adding Users

The dashboard used to administer YourCompliance is also used by customers of YourWelcome’s other platforms (PropertyCare, Tablets and GuestGuides). When adding new Users, you can create in-depth profiles of each individual, however some of the features (like Hours of Availability and Car License Plate) are not applicable to YourCompliance but can optionally be completed if desired.

You can add an unlimited number of users to your company account via the dashboard and the key fields to pay attention to are the User Rights Group (read more about setting up User Rights Groups here) as well as the properties the user should have access to.

For example (if using our default User Rights Groups) an Owner would be set to the rights group called ‘YourCompliance Uploader’ (meaning they would only have access to the Owner/Upload portal and NOT the main dashboard), and in the Property Access table would only have their specific property (or properties) selected.

On the User profile page there are also options to quickly disable all messaging from going to a user. So if you need to urgently stop messages going to a user just toggle OFF the YourCompliance switch in the Email Notifications section.

Avatars

The option to add an image as an avatar is available. As we use the avatar for a user in various places through the dashboard we recommend personalising these to make team members easier to identify but by default it will use the initials of the user with a randomly generated background color.

Note: Our default avatars can become problematic if you have users with the same initials so please use your judgment when deciding on avatars so as not to get confused when identifying users in the dashboard.

Departments

There is also an option to group your users by department. Similar to how we have options for Property Groups, this is really only useful for easier allocation of features to be able to select an entire group (department) and for now, YourCompliance only uses the department feature in the application of notification groups (where you can choose to send messages to a whole department or tick users individually) however new features may come where this is more applicable so you may want to add users to groups while creating them to save time in the future.

In order to assign a user to a department you must have first set up your departments in the Company Details > Departments section (or be OK using the default departments).

IMPORTANT NOTE: A user can be in the default department called “Owners” but still have the User Rights Group of “Admin” (ie full access to the dashboard and all properties) so ensure you have set both items correctly on the users profile.

All other fields should be self explanatory however if you have any questions, please get in touch with our support team or reach out to your account manager.