Before a new user can be assigned properties in Cirrus8, their login must first be created by Cirrus8 Support, and then their details must be added into the system configuration.

Before You Start

Email support@cirrus8.com.au and request a login for the new user.

Include the following details in your request:

• Full name

• Email address

• Access level — either:

  • Trust Accountant, or

  • Property Manager

Why this is required:
Support must create the user’s login before you can complete the setup inside Cirrus8.

Step 1: Add the User’s Name

1. Log in to Cirrus8 as a TA user.

2. Go to Configuration > System Configuration.

3. In the Parameter Type drop-down, select PORTMGR.

4. In the bottom-right corner, click Add New Parameter.

• Enter the following:

5. Parameter Code: the new user’s initials

• This must be unique

• Parameter Description: the user’s full name

1. Click Submit.

Step 2: Add the User’s Email Address

1. Change the Parameter Type drop-down to PORTMEMAIL.

2. Click Add New Parameter.

3. Enter the following:

• Parameter Code: the same initials entered in Step 1

• Parameter Description: the user’s email address

Step 3: Add the User’s Job Title

1. Change the Parameter Type drop-down to PORTTIT.

        2. Click Add New Parameter.

3. Enter the following:

• Parameter Code: the same initials entered in Step 1

• Parameter Description: the user’s job title

Completion

Once all three steps are complete, the new user will be available to assign properties to in Cirrus8.

Tips to Avoid Errors

• Use unique initials for each user.

• Make sure the same initials are used in all three steps.

• Double-check spelling of the user’s name, email, and job title before submitting.

Need Help?

If you have any questions or run into issues, contact support@cirrus8.com.au.