Welcome to Manage.Management
This guide helps you get value quickly without assuming every user sees the same workspace. Directors, residents, and management companies each get a different starting point.Understand your role first
If you manage a building directly
1
Complete Building Setup & Governance Capture
Use Building Setup (or the onboarding wizard) to confirm address, unit count, management structure, existing RTM/RMC company details, and Memorandum & Articles of Association.
2
Add Health & Safety and insurance compliance
Record building insurance, freeholder details, Fire Risk Assessment (FRA), EICR, Gas Safety, Asbestos, Legionella, and Lift (LOLER) records in the 5-state compliance register.
3
Upload your core documents
Start with leases, accounts, insurance, and meeting records so residents and managers have one reliable place to find them — and run the AI Document Analyser on long leases or policies.
4
Move into live operations
Once the building record is in place, most teams move next into Issues & Requests, Money / Finances (Simple or Pro mode), Documents, Announcements, and Meetings.
If you are a management company
1
Set up your portfolio & co-branded portal
Start with Portfolio Setup to record organisation details, upload your logo, configure your Co-Branded Portal (
/with/:slug/login), add regulatory badges and insurance records, and enable Jurisdiction Packs.2
Invite staff and assign Lead PMs
Team Management supports portfolio-level sub-roles (Portfolio Admin, Property Manager, Finance Manager) and per-block Lead Property Manager assignment.
3
Add or migrate buildings
Add buildings individually, bulk import via spreadsheet, or use the Blocks Online Migration Wizard (with deterministic £0.00 trial balance reconciliation).
4
Select a building or toggle View Full Portfolio
Use the Quick Navigator (
⌘K / Ctrl+K) to pick a building, or toggle View Full Portfolio across Building Safety, Calendar, Issues, and Meetings.If you are joining as a resident
1
Accept your invitation or sign in
Most resident users join an existing building rather than creating one from scratch.
2
Confirm the right building and unit
If you have access to more than one property or unit, switch to the correct one before acting on documents, finances, or votes.
3
Review the essentials first
Residents usually start with Announcements, Documents, Money, Voting, Meetings, and Issues.
4
Use issue reporting when something needs attention
You can report new issues and then follow updates from the same building workspace rather than chasing separate email threads.
Suggested next steps
Report an Issue
Learn how issue reporting, triage, filtering, and resolution work
Manage Finances
See the director/manager finance workspace and the resident money view
Send Announcements
Understand announcements, templated communications, voting, and engagement tools
View Documents
Explore the document repository, tags, categories, and permissions