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
Portfolio Setup
Record organisation details, manage allowed domains, add buildings individually or in bulk, and prepare imports.
Team Management
Invite staff, review status, and assign sub-roles such as portfolio admin, property manager, and finance manager.
Building-aware operations
Choose the building you want to work on before handling issues, finances, meetings, documents, or communications.
Suppliers and integrations
Use trusted supplier lists and, where enabled, MRI-related finance settings as part of operational work.
Typical setup flow
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.
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.
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.
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.
How sub-roles shape the workspace
| Sub-role | Typical focus |
|---|---|
| Portfolio admin | Broad control across setup, buildings, staffing, suppliers, and operational access |
| Property manager | Building-by-building operational work such as issues, meetings, communications, and day-to-day coordination |
| Finance manager | Finance-led workflows, reporting, and related building operations |
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