How to Add Internal Contacts (Juniper)

Step-by-Step Instructions:

Step 1: Navigate to the Property

Use the 'Properties' menu button and click on the appropriate property. You will have to add team members to each property they require access to. Do not add an internal team member directly into the Contacts page. Adding someone to the Contact page should only be done by Juniper/Spark administrators. 

Step 2: Navigate to the ‘People’ Tab

Scroll to the ‘People’ tab within the property view. You may need to use the arrow to scroll right. Once there, click on the ‘Add Person’ button to begin the process of adding a new user.

Step 3: Enter User Information

Fill out the required fields, including first name, last name, email, and phone number.

• Use the options at the top of the screen to specify whether the person is a New User or an Existing User.
• Select the user’s role on the right-hand side of the screen.

Step 4: Send Activation Email (Optional)

For new users, it is recommended to check the ‘Send Activation Email’ box to ensure they receive an activation email promptly. If you are just adding homeowners and still need to get their suite details finalized, you can invite them at a later date.

Step 5: Save the User Information

Once all the information has been carefully entered:

• Click ‘Save Person’ to finalize adding the user.
• Alternatively, click ‘Save and Add Another’ to continue adding additional users.

Summary of Key Steps:

• Step 1: Navigate to the ‘People’ within the property and click ‘Add Person’.
• Step 2: Enter the required user details and select the user’s role.
• Step 3: For new users, check the ‘Send Activation Email’ option.
• Step 4: Save the user information or proceed to add another user.
• Reminder: Do not add internal users in the Contact page. This is reserved for Juniper/Spark administrators.

Conclusion:

By following these steps, you will successfully add and manage internal users, ensuring all necessary individuals have access to the platform with the appropriate roles and information. If you encounter any issues or need further assistance, please reach out to our support team.

Questions? Email us at juniper-support@spark.re and we’ll be happy to help!