Company Dashboard

For company admins to manage and report on all their sites

Connor Disselkoen avatar Joshua Marcus avatar Brett Baillie avatar +1
18 articles in this collection
Written by Connor Disselkoen, Joshua Marcus, Brett Baillie and 1 other
Management

Setting the Site Manager for filtering of My Portfolio

Enable Super Admins the option to assign Admins as Site Managers to enable filtering of the My Portfolio view by their sites
Jarrad Speed avatar
Written by Jarrad Speed
Updated over a week ago

Creating a Site Template

In the Company Dashboard Super Admins can setup Site Templates for all future sites
Jarrad Speed avatar
Written by Jarrad Speed
Updated over a week ago

Resending invite email through Company Dashboard

This Article shows how you can resend the invite email through the company dashboard as well as filtering users who haven't been activated
Jarrad Speed avatar
Written by Jarrad Speed
Updated over a week ago

Bulk Importing Sites via CSV

This Article shows how you can bulk import sites via CSV if you do have API Integration setup
Jarrad Speed avatar
Written by Jarrad Speed
Updated over a week ago

Creating a new site

Add a new site from the company dashboard
Connor Disselkoen avatar
Written by Connor Disselkoen
Updated over a week ago

Grouping your sites

Manage your sites by division or folio
Connor Disselkoen avatar
Written by Connor Disselkoen
Updated over a week ago

Site Codes

How to find and edit site codes
Joshua Marcus avatar
Written by Joshua Marcus
Updated over a week ago

Assign an admin to another site

Add an existing admin to another existing site
Connor Disselkoen avatar
Written by Connor Disselkoen
Updated over a week ago

Add residents to an existing site

Assign an existing user to another site
Brett Baillie avatar
Written by Brett Baillie
Updated over a week ago

Different users types explained

What's the difference between a resident site admin and company admin?
Connor Disselkoen avatar
Written by Connor Disselkoen
Updated over a week ago

Global settings

Settings templates for new sites
Connor Disselkoen avatar
Written by Connor Disselkoen
Updated over a week ago

Bulk site updates

Make changes to multiple sites at once
Joshua Marcus avatar
Written by Joshua Marcus
Updated over a week ago

Setting up payment facilities

Connect your Stripe account to accept payments
Joshua Marcus avatar
Written by Joshua Marcus
Updated over a week ago