Overview, Manage, Configure, Permission, Organization & Settings

My Organization Overview

Centralized management for portal access, payment rules, and shared resources.

Steps:
The "My Organization" section allows administrators to set global rules for how the software behaves:

1. Navigate: Click the Manage category in the left sidebar and select My Organization (Flowchart Icon).
2. Organization Portal: Click Open Organization Portal to manage your high-level business profile and internal team members.
3. Tenant Settings: Use the Tenant Portal Access toggle to enable or disable the resident mobile app/web portal for your entire organization. Note: You must also enable access individually within each tenant's profile.
4. Payment Settings:
   
   • Online Payment Fee: Configure the convenience fee charged to tenants for processing payments through the app.
   • Manage Merchant Accounts: Access the portal to link your business bank account for receiving digital rent payments.

Managing Document Resources

Creating standardized categories and tags to organize your digital filing cabinet.

Steps:
To keep your documents searchable as your portfolio grows:

1. Document Categories: * Navigate to My Organization > Document Categories.
   
   • Click + ADD DOCUMENT CATEGORY to create labels like "Lease," "Inspection," or "ID."
   • Use the Pencil Icon to rename or the Trash Icon to delete a category.
2. Document Tags: * Navigate to My Organization > Document Tags.
   
   • Click + ADD DOCUMENT TAG to create specific metadata labels (e.g., "Urgent," "Move-In," or "Signed").
   • These tags allow you to filter results across different categories simultaneously.

Configuring Financial Categories

Customizing income and expense types for precise financial reporting and tax preparation.

Steps:
To ensure your Profit & Loss and Rent Roll reports are accurate:

1. Navigate: Go to My Organization > Income/Expense Categories.
2. Income Categories: Click + ADD in the left panel to create custom income streams like "Pet Fee," "Laundry Revenue," or "Parking."
3. Expense Categories: Click + ADD in the right panel to track specific costs like "Plumbing," "Landscaping," or "Legal Fees."
4. Standardization: Using these categories consistently allows the system to automatically group your data in the Reports module.

Managing Bank Information

Recording your organization’s physical bank accounts for accurate ledger reconciliation.

Steps:
To track which physical accounts are involved in your digital transactions:

1. Navigate: Go to My Organization > Bank Information.
2. Add New Bank: Click the orange + ADD BANK INFO button.
3. Enter Details:
   
   • Bank Name: (e.g., Chase, Wells Fargo, SBI).
   • Account Type: Select Checking or Savings.
   • Account & Routing Number: For internal record-keeping and reconciliation.
4. Usage: Once added, these banks will appear as options whenever you record a manual payment or expense, ensuring your Bank Ledger Report is always tied to a real-world account.

Member Management & Permissions

Controlling staff access levels and assigning specific roles within your team.

Steps:
To secure your data while empowering your team:

1. Members List: View all staff associated with your organization under the Members sidebar link.
2. Assign Roles: Use the App Roles designation to distinguish between Admins (full access) and Members (restricted access).
3. Permissions: Navigate to the Permissions sidebar link to fine-tune exactly what "Members" can see—for example, you can allow a maintenance worker to see work orders but hide the financial "Invoices" section from their view.