> ## 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.

# Management Company Overview

> A guide for managing agents and property management companies

## Welcome, Management Company

Manage.Management helps management companies run multiple buildings from a single portfolio workspace. You can collect service charges across properties, manage teams, communicate with residents, and track performance — all in one place.

## What you can do

<CardGroup cols={2}>
  <Card title="Manage your portfolio" icon="building-2" href="/management/portfolio">
    View all your buildings, switch between them, and see portfolio-wide stats
  </Card>

  <Card title="Add and configure buildings" icon="map-pin" href="/management/buildings">
    Set up buildings individually or in bulk, with addresses, units, and management details
  </Card>

  <Card title="Manage your team" icon="users" href="/management/team">
    Invite staff, assign sub-roles, and control access across the portfolio
  </Card>

  <Card title="Collect service charges" icon="credit-card" href="/management/service-charges">
    Generate invoices, accept payments via cards and Open Banking, and track arrears
  </Card>

  <Card title="Communicate with residents" icon="megaphone" href="/management/communications">
    Post announcements, send templated communications, and track delivery
  </Card>

  <Card title="Manage suppliers" icon="truck" href="/management/suppliers">
    Maintain a trusted supplier network and link contractors to buildings
  </Card>

  <Card title="Run reports" icon="bar-chart-2" href="/management/reports">
    Generate financial, operational, and compliance reports across the portfolio
  </Card>

  <Card title="Integrate with MRI" icon="plug" href="/integrations/mri-qube">
    Connect MRI Qube for finance sync and data exchange where enabled
  </Card>
</CardGroup>

## Sub-roles and access

Management companies use sub-roles to control what each team member can do:

| Sub-role             | Typical access                                                          |
| -------------------- | ----------------------------------------------------------------------- |
| **Portfolio admin**  | Full control across all buildings, team management, settings, and setup |
| **Property manager** | Day-to-day operations: issues, meetings, communications, documents      |
| **Finance manager**  | Finance workflows, reporting, and payment tracking                      |

## Getting started

<Steps>
  <Step title="Complete Portfolio Setup">
    Add your company name, allowed email domains, and organisation details.
  </Step>

  <Step title="Add your first building">
    Enter the building address, unit count, and management structure.
  </Step>

  <Step title="Invite staff">
    Use Team Management to invite colleagues and assign the right sub-role.
  </Step>

  <Step title="Upload building documents">
    Add leases, insurance, accounts, and contracts to each building's document repository.
  </Step>

  <Step title="Set up service charges">
    Configure budgets, unit charges, and payment methods for the building.
  </Step>

  <Step title="Invite residents">
    Add leaseholders and shareholders so they can pay charges, view documents, and vote.
  </Step>
</Steps>

## Switching between buildings

When working on operational tasks, always check the selected building first:

1. Use the building selector in the sidebar or header
2. Documents, issues, finances, and communications are scoped to the selected building
3. Portfolio-wide views show data across all buildings

## Tips

<CardGroup cols={2}>
  <Card title="Select the right building first" icon="map-pin">
    Most operations are building-scoped — always check the selector before acting
  </Card>

  <Card title="Use sub-roles carefully" icon="shield">
    Portfolio admins control access — only grant admin rights to trusted senior staff
  </Card>

  <Card title="Keep documents organised" icon="folder">
    Consistent categories and tags across all buildings make reporting easier
  </Card>

  <Card title="Monitor arrears weekly" icon="clock">
    The portfolio dashboard highlights overdue payments so you can follow up early
  </Card>
</CardGroup>