Skip to main content

Overview

The Settings page is organised into four tabs. What you see depends on your role — management company users get the full set, while directors and homeowners see a simplified version.

Account & Security

Manage your profile information, phone verification, and privacy settings.
  • Profile details — Update your name, email, and phone number
  • Phone verification — Verify your phone number via SMS code for added security. Once verified, the status is saved and persists across sessions
  • Privacy & Data — Review your data, submit a Subject Access Request (SAR), or export your data as a zip file
  • Two-factor authentication — Coming soon

Notifications

Control how you receive notifications from the platform.
  • Email notifications — Toggle email alerts for issues, meetings, announcements, financial updates, and communications
  • Push notifications — Enable or disable browser push notifications
  • SMS notifications — Control urgent SMS alerts (requires a verified phone number)

Integrations

The Integrations tab is available for management company users.
Connect external services to enhance your workflow. The Integrations tab has sub-tabs for each available integration:

Email Integration

Connect your Microsoft Outlook account to send and receive building communications directly through the platform.
1

Open Integrations → Email

Navigate to Settings → Integrations → Email Integration.
2

Connect your Microsoft account

Click Connect and sign in with your Microsoft/Outlook credentials. You will be redirected to Microsoft to authorise access.
3

Start using email

Once connected, you can send communications from the platform using your linked email address.

Mollie Payments

Connect Mollie to accept online payments from homeowners for service charges and request fees.
1

Open Integrations → Mollie Payments

Navigate to Settings → Integrations → Mollie Payments.
2

Connect your Mollie account

Click Connect to begin the Mollie OAuth flow. You will be redirected to Mollie to authorise your account.
3

Payments are now live

Once connected, homeowners will see a Pay now button on requests that have a fee. Payments are processed through your Mollie account — not a platform-level account.
If Mollie is not connected, homeowners will see your fallback bank transfer details instead. You can configure these under Payments → Fallback Payment Details.

MRI Integration

Connect to MRI Software’s QUBE system to import financial data into the platform. For detailed setup instructions, see the MRI QUBE Integration guide.

Payments

Configure how request fees and payment details work across your portfolio.

Request Fee Overrides

Set building-specific fees that override the default amounts for each request type.
  • View the default fee for each request type
  • Set a custom fee for any request type per building
  • Remove an override to revert to the default

Fallback Payment Details

Configure bank transfer details that are shown to homeowners when Mollie is not connected.
  • Account name — The name on the bank account
  • Sort code — The 6-digit sort code
  • Account number — The 8-digit account number
  • Contact phone — A phone number for payment queries
These details appear in the How to pay panel when a homeowner needs to pay for a request and online payment is not available.