Adding a PM User

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How to add a Property Manager (PM) user in the ServusConnect Web App

Before we dive into adding a brand new PM user, if the user you are attempting to add uses a role-based email address (e.g., your request may be blocked. Instead please review these instructions to transfer the user account from the old user to a new user.

If adding is still required, check out this short tutorial video, followed with step-by-step instructions:

Step-By-Step Instructions:

1.  If you are not already logged in, open a browser and navigate to Use your PM credentials to log in.

2.  Navigate to the appropriate property in your property drop-down list (if applicable):

3.  On the left hand menu, select “Manage”:

4. From the “Property Manager” section on the “Manage” page, click on “+Add”:

5. In the pop-up window, you have a two of options:

    a. User already has a PM-role ServusConnect account from another property in your company:

You can search for a name of an existing user by typing in the search field; or just scroll through the list presented below the search line. Select the user and click the “Add” button on the bottom right of the dialog-box and the user will be added immediately.

(Note: this will only show PM-users from other properties associated with your company in the same state.)

    b. User is brand new to your company:

(Scroll to the bottom for guidelines on adding onstaff vendors versus vendors)

Click on “or you may add a new user” (circled in the screenshot below):

This will open a new dialog box where you can fill in the users information, minimally Name, Email & Phone

In the event that ServusConnect detects that a user with that email address already exists, but you were not able to find them in the previous screen, please reach out to ServusConnect Support here.

When you are done, just press “Send”*.

(*Note: user will not show up immediately as a PM user in your “Manage”. All new users are validated by your company’s administrator and then added. This process usually takes 1-2 hrs. If there are any issues with this user, you will be contacted from ServusConnect Support.)

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