ONLY FOR CORPORATE USERS | User management at the corporate level

For corporates with multiple facilities, all Cubigo users' profiles are available at the head office.

As a corporate admin, you have direct access to all profiles of residents, contacts and Team members. Every new user that is created automatically appears in the head office (highest level) and can be found in the User Management.

A user profile contains an extensive set of information available in different tabs, some of the profile details have an 'overall' corporate character (Account, Privacy, ...) and other profile details are related to the community in which this profile is active (Title, Visit ...).

The Cubigo users' profiles are divided into subgroups (sections) according to their role on the platform: Contacts, Residents and Team members. Each of these subgroups is structured in the same way and offers the same options for creating, searching, and changing a profile. 

From each subgroup, you can import a batch of new profiles that will be placed with the corporate organization. An import list can contain profiles with different roles. Ask your Cubigo contact person for the .xls template for this.

You can create a new profile/user from each subgroup. Click on [Add User] to create a new profile, with any role. Cubigo automatically places this new user in the correct subgroup. From each subgroup, you can look up the profiles of users and then adjust certain details.

Use the filters at the top of the list to search by name, email, role, status (active, inactive or mixed) and combinations thereof.

 

A profile can have a status of Active, Inactive or Mixed.

 

A user with a Mixed status refers to a profile that is linked to several communities (see the column Community) and is active in one community, but inactive in another residence (due to relocation, for example). The profiles with the mixed-status are also displayed as a result when you search with the filter for Active or Inactive. Click on the line with the profile to open it.

 

 

The user's profile shows the general data of this user that is generic and the same in all communities (Account and Personal tabs).  Click on the specific community to access the details of this profile on the community level: Title, Default calendar, Birthday notification, etc.

 

 

Open the profile to activate/deactivate a user (Action column) in one of the communities or add one more community to the profile.

 

Click on [Add community] to expand the relationships for this user to other communities in your network. In this way you can, for example, link a volunteer to several communities.

NOTE: For now, the user's role is the same in all communities (e.g. activities staff in the selected communities).

 

 

Hidden/Visible corporate users

You can select in which communities the multi-community user will be visible by clicking on Choose in the Action column and changing the status to Show/Hide.