Overview
- Purpose: This guide explains how to add a new employee to the Revela system and assign them appropriate access and roles.
- Target Audience: Admins, managers, and Revela support staff.
Step-by-Step
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Log into Revela
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Admins, managers, or Revela Support can send out a new employee login.
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Navigate to Organization > Employees.
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Add a New Employee
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Click the grey “+ Add Employee” button.
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Fill out the required employee details:
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First Name
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Last Name
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Primary Phone Number
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Email Address
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Role (e.g., Manager, Leasing Agent, Facilities, Human Resources, Owner, Accountant, Administrator)
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Set Property Access
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Check the box for “Access to All Properties” if applicable.
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If the employee should have limited property access, select the specific properties they can access from the dropdown list.
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Contractor Billing Rate (If Applicable)
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If the employee is a contractor, enter their Contracting Billing Rate ($ amount).
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Save the Employee Profile
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Click Save to finalize the new employee entry.
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Best Practices, Tips, and Notes
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Assign appropriate roles and permissions to ensure employees have access to the correct features.
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If an employee’s property access changes, update their profile in Organization > Employees.
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For security, ensure that all employees use unique login credentials and do not share accounts.
Common Issues & Troubleshooting
Issue 1: The new employee is not receiving the login email.
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Solution: Verify their email address is correct and check their Spam/Junk folder.
Issue 2: The “Add Employee” button is not visible.
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Solution: Ensure you have admin or manager permissions to add new employees.