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Managing Team Members

Support
Updated

What this helps you do

Manage the users who have access to your Bakuun account, including adding team members, updating user details, controlling access, and managing property permissions

Why it matters

Keeping your team access updated helps ensure the right people can access the tools they need while protecting your account and property data

Before you start

You need Master or Admin access to manage team members

View your team members

  1. Go to People

Your team list shows:

  • Team Member - the user's name and email address
  • Role - the user's account role
  • Status - whether the user's access is active
  • Last Login - the most recent time the user signed in
  • 2FA - whether two-step authentication is enabled

Use the search bar or filters to find a specific team member

 

Add a new team member

  1. Select + New Member
  2. Select the user's profile type

Available profile types:

  • Admin - manages account settings and users
  • User - has access based on assigned permissions
  1. Enter the user's details:
    • First name
    • Last name
    • Email address
    • Password
  2. Configure their permissions

You can:

  • Create from scratch - set permissions manually
  • Copy from existing user - copy permissions from another team member
  1. Select Create Profile

How to confirm it worked

The new user appears in the Team Members list with the assigned role

Their Last Login shows "Never" until they sign in for the first time

Update a team member's details

  1. Find the team member from the list
  2. Select the ⋯ menu
  3. Select Update details
  4. Update the required information
  5. Save your changes

Manage team member access

You can enable or disable a team member's access without deleting their account

  1. Find the team member
  2. Update their access status using the available access control option

A disabled user will no longer be able to access the account

Remove a team member

  1. Find the team member from the list
  2. Select the ⋯ menu
  3. Select Delete
  4. Confirm the removal

Deleting a user removes their access from the account

Manage team permissions

Team permissions allow Admin users to control what a team member can view or edit within a specific property

Open Team Permissions

  1. Open the team member settings
  2. Select Team Permissions
  3. Choose the property you want to manage

The permission panel shows the selected property and the user's access status

Property access

Use the Access toggle to control whether the team member can access the selected property

When access is enabled, you can manage permissions for individual sections

Permission levels

Each section can have different access levels:

  • Edit - allows the user to make changes
  • View - allows the user to view information without making changes

Troubleshooting

A team member cannot access the account

Check:

  • Their status is active
  • Their email address is correct
  • They have the required property permissions

A team member cannot view or edit a section

Check their Team Permissions settings and confirm they have the correct View or Edit access

You cannot manage team members

Your account may not have Master or Admin permissions

Need help?

Select the Help icon in the top navigation to access available support options or contact Bakuun Support

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