Start with access
Create an account or accept your invitation
New users can sign up directly, while existing buildings often invite directors, leaseholders, shareholders, and staff into a prepared workspace.
Verify your email
Check your inbox for a verification email and click the link to confirm your account.
Choose the right starting point
Directors
Start with Building Setup, then move into documents, finances, issues, meetings, and announcements.
Leaseholders & shareholders
Start with your dashboard and My Property, then review documents, money, votes, meetings, and announcements.
Management companies
Start with Portfolio Setup and Team Management, then select a building to work in operational areas.
Set up your building or portfolio
Add or confirm the building record
Directors can complete Building Setup with address, unit count, management structure, insurance, and key compliance details. Management companies can add buildings individually or in bulk.
Invite the right people
Add residents, directors, or staff so each person sees the correct workspace and permissions.
Activate the core workflows
Issues & maintenance
Start logging building issues, triaging urgency, and tracking work to completion
Finance workspace
Configure service charges, budgets, reports, and the resident money experience
Communications
Publish announcements, create formal communications, and keep residents informed
Meetings
Schedule meetings, collect requests, run date polls, and keep agendas and minutes together