What is user management?

User management is a new feature in HomeSphere-HQ that allows you to grant and revoke HomeSphere-HQ access to people within your organization. With the tool, you can add, edit and deactivate account users. The tool also allows you to assign different roles — thereby granting varying levels of access to HomeSphere-HQ — to different employees in your company.

What are the roles? 

There are two roles within HomeSphere-HQ that grant different levels of access to the platform.

1. Standard User. This is the default role for every user added to your company’s HomeSphere-HQ account. The Standard User can access every feature — including Summary, Reports, RMS Locator and Submit Closings — except for a company’s User Management.
2. User Manager. The User Manager has both Standard and User Management access, which grants the user the ability to manage other users within your company’s HomeSphere-HQ account. The User Manager will be the person who adds, edits and deactivates other users.

How am I assigned a role?

HomeSphere will take the initial step and assign the role of User Manager to the first user added to your HomeSphere-HQ account. This user will also receive the default role of Standard User. Once a User Manager is created, they will be able to access the User Management page in their account and add, edit or deactivate other users.

The capabilities of User Manager include assigning the role of Standard User and User Manager to other users. There is no limit to how many Standard Users or Users Managers are assigned to each HomeSphere-HQ account.

How do I know if I’m the User Manager?

All User Managers will receive a welcome email notifying them of their role. To doublecheck, log in to HomeSphere-HQ and click on the builder icon in the right-hand corner. In the dropdown, you will see User Management if you have access.

How do I use User Management?

Once in HomeSphere-HQ, click on the builder icon in the right-hand corner. Then, click on User Management in the dropdown. You’ll see a list of the people in your organization who have access to HomeSphere-HQ.

Click on the + Add User to add a new user.

If you want to assign different roles to already existing users, click on the pencil icon to the right of a user’s name to edit their roles. Remember, everyone will be assigned the Standard User role, so some users will have more than one role assigned to them.

You can also use the icons to the right of the user’s name to deactivate a user or to resend a welcome email if a user loses their login or password information.