How To Add, Remove or Change an Employee in Courtesy Connection
All Property managers and regional managers have access to change an employee's status or job role in Courtesy Connection.
You will need to go to: Admin in the top menu, and then User Account Requests
From there, you will click the button below:
Next, you will select the reason for your request. Typically, this will be either "Net New Hire" or "Deactivation". For ALL MAINTENANCE STAFF - you must make sure that the email type is set to "No Company Email" and the email address below that is set to the property email. This is how they will get their welcome email to enter their phone number. Once this is filled out - make sure to click the green "Step 2" button.
The last step is to add the property access and role title, so they will show up correctly in the escalation call queue. You will need to click on the "Add Property Access" button and select one of the following titles:
-Community Manager (Property Manager)
-Maintenance Supervisor
-Maintenance Technician
-Rover (a maintenance member who floats to sister properties and needs to be a part of your on-call rotation).
Click "Save and Send to Workflow" and you're done!