InvitingTeamMemberstoValix
Objective
Send portal invitations to property managers, staff, property owners, tenants, and contractors so they can access their respective Valix portals with their own credentials.
Prerequisites
- •You must be signed in as a Manager, Admin, or Master Admin
- •Your company profile must be set up
- •You need the email addresses of the people you want to invite
Step-by-Step Instructions
- 1
Navigate to Users from the left sidebar (under Settings & Team).
- 2
> [Screenshot: Show the Users page with the 'Create User' button highlighted]
- 3
Click the Create User button in the top-right corner.
- 4
In the Create User modal, fill in the following fields:
- —First Name and Last Name
- —Email: The email where the invitation will be sent.
- —Phone: Optional but recommended for tenant/contractor communication.
- —Role: Select one of: Manager, Staff, Owner (Landlord), Tenant, Contractor, Viewer.
- 5
> [Screenshot: Show the Create User modal with role dropdown expanded]
- 6
Click Create User. Valix will generate a temporary password and send a welcome email to the recipient.
- 7
The new user appears in the Users table with their role badge. They must log in and set a permanent password on first login (Force Password Change is enabled automatically).
- 8
> [Screenshot: Show the Users table with the newly created user and their role badge]
- 9
To resend the welcome email (e.g., if they lost it), click the 3-dots menu (⋮) on their row and select Resend Welcome Email.