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Getting started

Setting up a new organization: bringing in the data you already have, and getting your team and your customers into the product.

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Your first-run checklist

A new organization's dashboard shows a setup checklist with eight steps, in the order most teams tackle them: add your first property, add units, add a tenant and lease, invite a team member, add a vendor, add an owner, configure notifications, and review the Beta Agreement and Privacy Policy. Each step is marked done automatically as you complete the underlying action — there is nothing separate to check off.

Dashboard setup checklist showing eight setup steps, six marked done
The checklist on the dashboard tracks setup progress automatically and links straight to each step.

Import your existing data

If you're moving from a spreadsheet, the importer (Settings → Import/Export) brings in properties, units, tenants, leases and payments from CSV files.

Import/Export page listing five importable record types

Each import walks through the same five steps:

  • Select type — pick which kind of record you're importing.
  • Upload CSV — download a template first if you're not sure of the column layout, then upload your file (or paste CSV text directly).
  • Validate — see how many rows are valid and which ones have errors, with the specific row and field for each problem, before anything is saved.
  • Options — choose whether to skip duplicates, update existing records, or run a dry run first to preview the outcome without changing anything.
  • Complete — a summary of what was created, updated and skipped.
Upload CSV step of the import wizard, with Download Template and Upload CSV File buttons

Only an Administrator can import data.

Invite your team

From Settings → Users, Invite User sends an email invitation for any staff role — Administrator, Property Manager, Assistant Manager, Maintenance or Accountant. The person you invite clicks the link in their email and chooses their own password; nobody types a password on their behalf.

Invite User dialog with first name, last name, email and role fields

Invite tenants

When you add a tenant, leave “Send invitation email” checked and they'll receive a link to set up their own password and access the tenant portal. You can resend or revoke an invitation from the tenant's profile at any time.

Add tenant form with the send invitation email option checked

Invite owners

From the Owners list, send a portal invitation to any owner; the list shows whether portal access is enabled for each one, and how recently they've logged in.

Owners list showing portal access enabled for each owner

Invite vendors

A vendor's own profile has a Portal Access card for sending, resending or revoking their invitation, resetting their password, and turning their email and SMS notifications on or off.

Vendor detail page's Portal Access card, showing portal access enabled

Invitation links expire after 7 days

Every invite link — staff, tenant, owner or vendor — is single-use and expires a week after it's sent. If someone's link has lapsed, resend it from the same place you sent it the first time.