R_How to Set Up and Manage Users in Builder Signal
For Builder Admins responsible to create and manage user roles and permissions, and assign homes to users so they can send and view updates to homeowners.
Creating an App User
Creating a Homeowner User
Step-by-Step Instructions:
- Log into Builder Signal as a Builder Admin
Ensure you’re logged into the web application with your admin credentials. Only Builder Admins can create and manage users. - Navigate to User Management Page
Go to the drop-down Menu in the upper-right hand corner of the screen and click Users. - Click 'Add a New User'
- Select the User's Role
- Builder Admin. These team members have unrestricted access to all features of the Builder Signal platform and Mobile App. Their capabilities include adding users, managing and editing homes, assigning users to homes, and updating homeowner information. They also have access to universal features such as managing Building Phases and Communities, among others.
- App User/Builder User. These are the embers of your team that will be sending Homeowner updates using the Builder Signal Mobile App.
- Homeowner. This is the buyer and primary person that will receive updates for their home. - Enter User Details
Enter the user’s First Name, Last Name, Email address and Phone Number. Recheck the email address for accuracy. Builder Signal will use this address for sending notifications. Click Submit.
- App User. App Users will automatically receive an email welcoming them to Builder Signal. The email will include a link for them to download the Builder Signal Mobile App and set a password.
- Homeowner User. For new or existing Homeowner Users, you may invite them to download the Builder Signal Mobile App (User > Edit User > Send App Invite). The email will include a link for them to download the Builder Signal Mobile App and set a Password.
Homeowner Users with access granted to the the Builder Signal Mobile App can utilize the Builder Signal Messages feature. This enables Homeowners to send Messages to the App User(s) associated with their home. These Messages will be visible to the App User, who can then respond to the customer. See our article, How to Use Two-Way Messaging in Builder Signal. - Assign New Users to Homes
After adding the new user, assign them to relevant home(s). App Users can only access the homes assigned to them. Builder Admins can access all homes. - Navigate to Homes Management
Go to the drop-down Menu at the upper-right hand corner of the screen and click Homes. - Select the Home to be Assigned
From the Actions menu for the home to be assigned, click Edit Home. Assign the builder user(s). Multiple builder users can be assigned to a single home. - Save Changes
Once all details are set, scroll to the bottom of the screen and click Save to apply the changes.
Common Issues:
- Can't Find the 'Add New User' Button?
Make sure you have the correct Builder Admin permissions. Only Builder Admins can add new users and roles. - Can't Find the User to Assign Them to Homes?
Double-check that the User has been successfully created and they have been assigned the appropriate Role. - App User Can’t Access Assigned Homes?
Double-check that the User has the been assigned the App User Role and assigned to the correct Home. - Homeowner User Not Receiving Updates?
Ensure the Homeowner email address is correct in the Homeowner User set-up and and that they’ve been assigned to the correct home.
Next Steps:
Besides setting up Users, you must also configure Homes and Building Phases to begin making updates. See our articles:
How to Add and Edit Building Phases
How to Set Up a New Home in Builder Signal
Learn more about how to send updates in our articles, How to Send Updates and Photos in Builder Signal: