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2. Setting Up Users and Permissions in Propexo

Setting Up Users and Permissions in Propexo​

The first step to getting your account set up in Propexo is inviting users and assigning the correct permissions.

Adding Users​

  1. Navigate to the Settings tab.

    click settings

  2. Select the Users sub-tab.

  3. Click Add User.

    add user

  4. Enter the new user's information:

    • First Name and Last Name
    • Email Address
    • Phone Number (optional)

  5. Assign a role:

    • Admin
    • Developer Support
    • Read Only

  6. Click Create.

    add user screen

The user will receive an email invitation to join Propexo.

Editing User Permissions​

  1. Locate the user in the list.

  2. Click the three dots next to their name.

  3. Select Edit User.

    edit user

From here, you can:

  • Update their role
  • Edit name details
  • Add or modify the phone number