To help admin users or support staff create new user accounts in Rezi, assign appropriate permissions, and configure access settings correctly.
A customer says:
“I need to add a new team member to Rezi.”
“How do I create a user login for a new employee?”
“Can I set different access levels for staff?”
“Someone new has joined our office — how do I set them up?”
Log in to Rezi with an admin-level account.
Go to: Settings → Users → Manage Users
🔐 Only users with admin privileges will see this section. If they can’t access it, escalate to their internal admin or your support team.
This will open a blank user profile form.
You’ll need to fill in key details:
| Field | Required? | Notes |
|---|---|---|
| First & Last Name | ✅ | Used across Rezi and communications |
| Email Address | ✅ | Must be unique — becomes their login |
| Mobile Number | Optional | Used for alerts or 2FA |
| Role | ✅ | Determines permissions |
| Office (if multi-branch) | ✅ | Assign to correct office location |
Choose a role template (e.g. Negotiator, Admin, Branch Manager), or
Manually set access rights for each module:
Properties
Contacts
Sales/Lettings
Financials
Reporting
Marketing tools
💡 Best practice: Use existing role templates for consistency, unless a custom setup is needed.
Most Rezi setups use email-based logins.
Once saved, the system may:
Automatically send a Welcome email
Allow the admin to trigger a password setup/reset
“The new user will receive an email prompting them to set their password and log in for the first time.”
Have the user log in to confirm:
Their access works
They can see what they need (and not what they shouldn’t)
Adjust permissions if needed.
| Problem | Solution |
|---|---|
| “Can’t find the ‘Users’ section” | User likely doesn’t have admin permissions |
| “New user isn’t receiving setup email” | Check email spelling, junk/spam folder, or resend |
| “User can see too much” | Review and reduce their role/permissions |
| “Can’t log in after being added” | Confirm password setup email was completed or reset password manually |
| Intent Phrase | Route to Checklist |
|---|---|
| “How do I add a new user?” | Full guide |
| “Can I give someone Rezi access?” | Full guide |
| “I need to create a login for a staff member” | Steps 1–4 |
| “Set up permissions for a new user” | Steps 3–4 |
| “New employee needs access to Rezi” | Steps 1–5 |
| “Someone left — how do I remove them?” | Step 6 |
If a customer can’t complete the process, ask for:
The new user’s full name and email
Their intended role and office
Any specific restrictions they need (e.g. “can’t see financials”)
Screenshot of any errors encountered
You can then either:
Guide their internal admin
Or request support access (if their subscription allows)