Setup Guide

A short guide to run you through each step of getting your account setup that covers: adding your team, importing Units, editing Templates and branding Reports.

4 articles in this collection
Written by Richelle Ludwick

Setup: Add Users and Manage Their Role

How to add new users, edit their details, reset their passwords, Assign a Role, and manage access to Folders

Written by Richelle Ludwick
Updated over a week ago

Setup: Templates and Ratings

Edit Templates and Create Ratings.

Written by Richelle Ludwick
Updated over a week ago

Setup: Add and Import Units

Add, Edit and Import Units! Then add property photos and contacts.

Written by Richelle Ludwick
Updated over a week ago

Setup: Customize and Brand Reports

Add Your Business Name, address and Logo. Have Your Photos Inline, Column Style Ratings and Extra Notes.

Written by Richelle Ludwick
Updated over a week ago