--- title: User Management description: Learn how to use and customize the Pereview Overview Dashboard to surface key KPIs, monitor performance, and streamline your workflow. --- [Skip to content](https://academy.pereviewsoftware.com/knowledge-base/user-management#main-content) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=250&height=73&name=Pereview%20Logo%20Dark%20Blue.png)](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Pereview Knowledge Base](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) 2. [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en) 3. [User Management](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#user-management) March 10, 2026 # User Management Leveraging the Users section of Pereview, administrators with the appropriate permissions can view, create, and manage users within Pereview.    To access, click on the Admin dropdown in the top navigation bar and select Users. This will bring you to the Users page within Pereview.    **Manage Existing Users**   On this page, a list of your users will appear with their name, email, and status. Leverage the included search bar to quickly find a user on the list.    To the right of each user will be options to edit, view details, delete or clear the user’s SSO token.      [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-19-53-1858-PM.png?width=670&height=159&name=undefined-Mar-09-2026-07-19-53-1858-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/Managing%20Users.png?hsLang=en) From the edit screen for each user, you can:   - Update email - Manage authentication - Manage Permission Groups - Designate as an External User to limit system visibility **Create New User**   From the Users Page, click the create user button in the top right-hand corner of the screen, populate the relevant fields, and click save.      [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-19-58-2167-PM.png?width=670&height=307&name=undefined-Mar-09-2026-07-19-58-2167-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/Create%20User.png?hsLang=en) - **First & Last Name:** Enter the user’s complete name - **Email:** Specify the contact’s email address; Used for login username and receiving communication and notifications - **Select Permission Group:** Based on the groups that have been created, specify an applicable User Group (note: Pereview Support will always be tagged as Super Admins); please consult the Groups section for additional details - **External Group:** If a user is either an Investor or Property Management Company, apply the appropriate group to limit their visibility into the application - [Pereview 101](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#main-content) - [Navigation](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#navigation) - [Add Records](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#add-records) - [Support](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#support) - [Product Features](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#main-content) - [Workflow](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#workflow) - [Custom Forms](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#custom-forms) - [Updates and User Experience](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#updates-and-user-experience) - [Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#main-content) - [Formatted Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#formatted-reports) - [Pereview Analytics](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#pereview-analytics) - [Custom Forms Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#custom-forms-reports) - [Data Validation](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#main-content) - [Overview](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#overview) - [Data Validation Process](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#data-validation-process) - [Data Ingestion & Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#main-content) - [Data Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#data-management) - [AI Data Mapping](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#ai-data-mapping) - [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#main-content) - [User Management](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#user-management) - [Configuration Options](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#configuration-options) - [Pereview Outbound API](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#pereview-outbound-api) - [SSO](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#sso) - [Pereview Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#main-content) - [2026 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2026-newsletters) - [2025 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2025-newsletters) - [2024 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2024-newsletters) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=150&height=44&name=Pereview%20Logo%20Dark%20Blue.png "Pereview Logo Dark Blue")](http://pereviewsoftware.com) 12400 Coit Rd, Suite 570, Dallas, TX 75251 [mailto:support@pereviewsoftware.com](mailto:support@pereviewsoftware.com) Copyright © 2026, Pereview Software