Overview
Management-company users start in a portfolio workspace rather than a single-building dashboard. This is where you set up the organisation, invite staff, choose the right building, and then move into day-to-day building operations.What this workspace covers
Set up your portfolio, Brand Kit & Accept Payments
Configure agency details, upload your Management Company Brand Kit (Primary, Secondary Black Print & Icon logos), configure your Co-Branded Portal (
/with/:slug/login), add regulatory badges and insurance records, enable Jurisdiction Packs, and set up Accept Payments (BACS trust accounts, Mollie Connect building profiles, and Additional Fees).Platform Migration & Bulk Import
Migrate portfolios via the Blocks Online Import Wizard (with pre-import validation, exception reporting, legacy references, trusted contacts, PEEPs, and deterministic £0.00 Trial Balance Reconciler), bulk spreadsheet imports, or MRI Qube expenditure imports.
Team & Lead PM Management
Invite staff, assign sub-roles (Portfolio Admin, Property Manager, Finance Manager), allocate Lead Property Managers per block, and configure Microsoft 365 Mailbox Delegations.
Portfolio Map & Scope Toggle
Use the Quick Navigator (
⌘K / Ctrl+K), toggle View Full Portfolio / Current Building across Building Safety, Calendar, Issues, and Meetings, and plan site visits on the full-screen Portfolio Map.Typical setup flow
1
Complete Portfolio Setup
Start with your organisation details, then add buildings one by one or use the bulk-import flow where that suits your portfolio.
2
Invite staff into the right access level
Use Team Management to invite colleagues and make sure each person has the right level of responsibility before they begin operational work.
3
Assign the right sub-role
Portfolio admins can assign sub-roles so access matches whether someone needs broad admin control, day-to-day property management, or finance-led responsibility.
4
Select a building before daily work
Once setup is complete, choose the building you want to work on before opening issues, finances, meetings, communications, or documents.
5
Use supplier and integration tools where relevant
The supplier workflow and MRI-related setup appear as supporting tools for operational and finance work rather than as a separate standalone product.
How sub-roles shape the workspace
Suggested next steps
User Roles & Access
See the wider role model for directors, residents, and management-company users
Issue Management
Move from portfolio setup into operational issue triage and follow-up
Financial Management
Understand the finance workspace and resident money view
Integrations Overview
Review MRI and supplier-related workflows that support management-company operations