Course Chapters

  1. 1

    • Completing this Training Session

    • What is an Organisation Admin?
  2. 2

    • Integrations

    • How to Activate Premium Features

    • Customise Features on the Building Profile

    • Update Organisation Branding

    • Time and Charges Events

    • Add a Banner for Organisation Users

    • Templates for Owner Emails and Letters

    • Document Tags & Categories

    • Change Financial Report Settings

    • Building Services

    • Settings Quiz
  3. 3

    • Users & Contacts

    • Send Email Invitations to Owners

    • User Permissions

    • Users & Contacts Quiz
  4. 4

    • Overriding and Approving Invoices

    • Guest Access

    • SFTP Document Upload

    • Document Management System Quiz
  5. 5

    • How to Generate Organisation Reports

  6. 6

    • Uploading and Exporting Building Rules

    • Invoice Rules

    • Recurring Rules

    • Meeting Management

    • Building Management Quiz
  7. 7

    • Bulk Transfer a Job to a New Strata Manager