When an User Invitation is sent out, the recipient is added to the Unregistered Users List. Users found on this list will receive any posted Updates for the strata they have been invited to join. They receive only an excerpt of the message with a request to register to receive the complete Update. Users can […]
Category: 04. Strata Managers
Removing a Strata Property from your Portfolio.
To remove a property, send a removal request to [email protected] with the strata plan number and the date that your management agreement expires and we take care of the rest. Properties can be transferred between companies as well. Read about that process here.
Removing or Deleting a Strata Manager
A Strata Manager’s account can’t be deleted, it can only be disabled. The data associated with the account remains in the control of the Property Manager. This allows the property manager to enable the account if needed at a future date. From the Dashboard, click on the ‘Managers’ link on the left side menu bar. […]
Strata Manager Email Notification Settings
On the settings for each Strata Manager are settings for email notifications. Go the the ‘Managers’ section of the dashboard using the link provided on the left side menu bar. Choose the manager you want to edit from the list of Managers – click on the Manager’s name to edit their settings. From the Edit […]
How To Add A New Property To Your Portfolio
You can add a new property to your portfolio and assign Strata Managers with a couple of simple steps. If you are trying to add a property that already exists, you will be alerted. You either already have the property in your portfolio, or it is a property currently managed by another company, or is […]
Posting Updates to a Section
Updates can be sent to the Owners or Tenants of a Section. Those recipients will be the only ones to see the Updates posted in their dashboard. Owners need to be added to a Section first, in order to receive Updates targeting the Section. To create an Update for a Section. Go to the mini-menu […]
How to Delete a Section within a Strata
Removing a Section will remove all of the folders and documents for that Section. To delete a Section: Go to Edit Property Choose the Section you want to remove from the drop down (if there is more than one Section). Click the blue ‘Edit’ button once you have selected the Section When the pop-up opens, […]
How to Add a Section to a Strata Plan
Sections can be part of a strata plan. One strata plan can have multiple sections. Each section has its own set of documents, so when you add a Section to s strata property, it will have all of the same default document folders as any other property. Sections can have their own Depreciation Report, or […]
Owner Search
The global search option is available for finding Owners from any of the properties under management. You can search for Owners by Name or by Email Address. Narrow the selection in the search results with the more you type. Choose your section from the drop down menu of results. You can further refine your search […]
How to Add a Property Photo to the Dashboard
How to add a property photo to the dashboard, so it looks like the screenshot below. Click on the property mini-menu and go to ‘Edit Property‘. Click on the Image tab within the ‘Edit Property’ section. Then click the green ‘Upload Image’ and choose an image. To REMOVE an image that have been uploaded, click […]