User & Vendor Management

In the User Management section, you can add, edit, and manage all users and vendors within Kohost. This includes assigning roles, updating access permissions, and ensuring the right people have the right level of control.

Key-terms:

1. Roles:

   • Administrators have full control over the system. They can add and remove users, configure settings and routing, and manage integrations.

   • Managers oversee their department and ensure tasks are completed efficiently. They can manage, edit, assign, reassign, and resolve tickets, as well as manage operations within their scope.

   • Agents are designated fixers responsible for handling assigned tasks. They have access to manage work orders, respond to maintenance or issues, and complete tasks within their Concierge permissions.

   • Users have access based on their permissions. They can submit requests, receive notifications, and interact with the system as permitted.

Adding a User:

1. In your Kohost Homepage, choose Users tile.

2. Click the green plus button in the bottom right and choose Add User.

3. Fill out all relevant information and choose permissions based on property and assign a role.

   • Email AND phone number are required.

4. Select a Policy if you so choose.

5. Click Save. They will now receive an invite.

Managing Policies:

1. Within a User Setup flow, choose the blue Manage Policies button under Policies.

2. Click the green plus button in the bottom right.

3. Create a new Policy name, description, and choose what permissions are allowed.

   • example: Security Team Policy can be set up to have access to security systems without HVAC, Media, or Lighting control.

4. Save the Policy and now easily assign to other users under the Permission Policies setup within the user.

Adding a Vendor:

1. In your Kohost Homepage, choose Users tile.

2. Click the green plus button in the bottom right and choose Add Vendor.

3. Fill out all relevant information.

   • Email AND phone number are required.

4. Click Save.

5. You can now automatically route or manually reassign tickets to Vendors within Concierge.