> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Learn how to set up the right workspace for your role and complete the first high-value tasks

## 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

| Role | What you usually see first | Best first action |
| - | - | - |
| **RTM / RMC director** | Director dashboard | Complete **Building Setup** and upload key records |
| **Leaseholder / shareholder** | Resident dashboard | Confirm your property details and review documents / money |
| **Management company** | Portfolio workspace | Complete **Portfolio Setup** and assign staff/buildings |

## 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.

> [!TIP]
>
> **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.

## Suggested next steps

> **[Report an Issue](https://kb.manage.management/guides/issue-management.md)**
>
> Learn how issue reporting, triage, filtering, and resolution work

> **[Manage Finances](https://kb.manage.management/guides/financial-management.md)**
>
> See the director/manager finance workspace and the resident money view

> **[Send Announcements](https://kb.manage.management/guides/communication.md)**
>
> Understand announcements, templated communications, voting, and engagement tools

> **[View Documents](https://kb.manage.management/features/documents.md)**
>
> Explore the document repository, tags, categories, and permissions


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