STEP 3: Page setup

Now, it is time to make the initial settings such as: currency, logo, reception email, privacy notice, among others. In this way, your platform will be even more prepared to be presented to its owners or residents. ✔️


From your main menu you will find several configuration options. Next we will show you the most consulted when creating a new account:


1-GENERAL SETTINGS



ROUTE: Settings > General Settings



From this section we will find options such as: Currency, automation of receipts/payments, color on the platform.


GENERAL SETTINGS


⚠️ Always remember to save your changes when you are making modifications



1-MAIL SETTINGS



One of the sections that we consider most important would be the email configuration because the residents will need to be well informed about everything that happens within the condominium. In this section you will be able to carry out the settings such as from which email the announcements will be issued, which email will receive any notification issued by a resident, among others.

ROUTE: Settings > Configure emails





MAIL SETTINGS



3- ADD OTHER ADMINISTRATORS




If the condominium will be managed by several administrators, you can create a user for them to access the platform. Each of them can have their own activity permissions/roles:

ROUTE: Settings > Manage administrators > Green "+" button






ROLES AND ADMINISTRATORS

Updated on: 14/06/2022

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