You can create and manage property management companies and staff to facilitate your management in an optimized and systematic manner. The property companies are usually partnered with vendor admins and are in charge of the maintenance and operation of the properties.
Click “Users” -> “Property Management” on the left navigation menu to access this section.
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Create a Property Manager Company
Click the “Create Property Manager Company” button in blue, and fill in the information on the new web page. You can refer to the table below for descriptions of each field.
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Field Name | Value Needed | Description |
Company Name | Alpha-numeric | Define the name for the property manager company. |
Address 1 | Alpha-numeric | Enter the address of the property manager company. |
Address 2 | Alpha-numeric | As above. |
Contact Name | Alpha-numeric | Define a contact person for the company. |
Phone Number | Numeric | Fill in the phone number of the contact person. |
Contact Email | Alpha-numeric | Fill in the email of the contact person. |
Province/State | Drop-down Choice | Select the province/state that the property manager company belongs to. |
City | Letters | Fill in the city where the property manager company is located. |
Postal Code | Numeric | Fill in the postal code of the company. |
Location Name | Drop-down Choice | Select one or multiple locations under the vendor that the property company will be in charge of. |
After filling out the information requested, click “Save” at the bottom to save your company’s information. Your newly created property manager company will be shown on the record page.
Manage a Property Manager Company
As a vendor, you can edit/delete a property manager company, change its status and open it to see the property manager staff belonging to it.
Edit
Click “Edit” under Actions to open the details of the company. Modify the information you desire and click “Save” to save the changes or click “Back” to withdraw the changes.
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If you’d like to change the location(s), you should click the grey cross “x” first to delete the existing location(s) and then select the new one (s).
Delete
Click the “Delete” button under “Actions” to delete a property manager company. A prompt message will pop up, and you need to enter your password before clicking “Yes.”
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Change Status
Click the “Enabled” button in green under “Status” if you’d like to disable a property manager company. The button will be changed from “Enabled” in green to “Disabled” in red after a prompt message “Success” pops up.
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When the company is disabled, its information is still stored in the system. You could enable the company again as needed by clicking the “Disabled” button in red.
Create a Property Manager Staff
The property manager staff created under Property Manager Companies are responsible for managing one or multiple locations according to the roles assigned to them. These staff can be created and managed by the vendor admin for the property manager companies.
You can follow the steps below to create a property manager staff.
1) Locate the Property Manager Company under which you would like to create staff and click “Open” in the “Actions” column to enter the company.
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2) Click “Create Property Manager Staff” as marked out in the red box.
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3) This will open up the form to create Property Manager Staff. Fill in the information of the staff, including first name, last name, username, email, select the role for the staff from the drop-down list, and click the “Save” button in blue to create the staff.
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The username and email are used for the login of the account. In addition, the email address is also used for receiving the password that is automatically generated and sent by the system.
You can assign multiple roles to the staff by clicking the roles in the drop-down list. These role options are created by the Server Owner Admin (KioSoft technicians). You can contact the KioSoft Support Team to customize your roles as needed.
Manage a Property Manager Staff
As a vendor, you can edit/delete a property manager staff, change its status and change the password for it.
Edit
Locate the staff you would like to edit and click “Edit” in the column of “Actions” to open up the information form. You can edit the basic information provided or re-assign roles by clicking the grey cross “x” beside the existing role to delete it first. Then click “Save” to keep the new information or “Back” to give up the modification as needed.
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Delete
Click the red “Delete” button in the “Actions” column. A warning message will pop up to confirm the action. Click “Yes” to complete the deletion on the pop-up message or “No” to give up the operation.
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Change Status
You can also deny the staff’s access to the system by disabling the account. If the staff is disabled, the account information is still stored in the system; you can enable it again as needed.
Click the “Enabled” button in the column of “Status” then the account status will turn to disabled as marked with the red box. Click “Disabled,” and it will return to enabled status.
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Change Password
If you need to reset the password for a Property Manager Staff, click the “Reset PW” in the “Actions” column and the new password will be automatically generated and sent to the email address registered as username.
A message for successful operation will be displayed on the top of the page.
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Please contact the KioSoft Support Team at support@kiosoft.com for more information.