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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.

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Understand your role first

RoleWhat you usually see firstBest first action
RTM / RMC directorDirector dashboardComplete Building Setup and upload key records
Leaseholder / shareholderResident dashboardConfirm your property details and review documents / money
Management companyPortfolio workspaceComplete Portfolio Setup and assign staff/buildings

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If you manage a building directly

1

Complete Building Setup

Use Building Setup to confirm address, unit count, management structure, and essential building information.
2

Add compliance context

Directors can record insurance information, freeholder details, fire-risk information, and other building-level details used across the wider workspace.
3

Upload your core documents

Start with leases, accounts, insurance, and meeting records so residents and managers have one reliable place to find them.
4

Move into live operations

Once the building record is in place, most teams move next into Issues, Finances, Documents, Announcements, and Meetings.

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If you are a management company

1

Set up your portfolio workspace

Start with Portfolio Setup to record organisation details, manage allowed domains, and prepare buildings for your team.
2

Invite staff into the correct roles

Team Management supports portfolio-level staffing and role assignment so different users can focus on administration, finance, or day-to-day property management.
3

Add buildings individually or in bulk

Management users can build out a portfolio over time rather than treating each building as a separate standalone setup.
4

Select a building before operational work

When you’re ready to manage issues, finances, meetings, or communications, choose the building you want to work on first.

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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.
Tip: If your organisation manages several buildings or you own multiple units, double-check the selected building before uploading documents, sending communications, or reviewing finances.

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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