> ## 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.

# Quick Start

> Set up your account, choose the right workspace, and complete your first core building workflows

<video src="https://mintcdn.com/managemanagement/VOkV4DF_G82l8Neh/videos/onboarding.mp4?fit=max&auto=format&n=VOkV4DF_G82l8Neh&q=85&s=393b65a2265050bb16a8cfb08767a705" controls poster="/images/video-posters/onboarding.png" />

Watch the 45-second onboarding walkthrough

## Start with access

**1. Create an account or accept your invitation**

New users can sign up directly (or via their managing agent's co-branded portal at `/with/:slug/login`), while existing buildings often invite directors, leaseholders, shareholders, and staff into a prepared workspace.

**2. Verify your email and mobile**

Confirm your email address and optionally verify your UK mobile number early in onboarding to receive urgent SMS and WhatsApp building alerts.

**3. Finish onboarding**

Complete the guided onboarding prompts — including capturing existing RTM company details and Memorandum & Articles of Association if you are onboarding an established RTM/RMC, or launching the **Platform Migration Wizard** (such as Blocks Online) for managing agents.

## Choose the right starting point

> **[Homeowners](https://kb.manage.management/homeowners/overview.md)**
>
> Start with your dashboard and explore documents, finances, votes, meetings, and issue reporting.

> **[Directors](https://kb.manage.management/directors/overview.md)**
>
> Start with **Building Setup**, then move into documents, finances, issues, meetings, and announcements.

> **[Management companies](https://kb.manage.management/management/overview.md)**
>
> Start with **Portfolio Setup** and **Team Management**, then select a building to work in operational areas.

## Set up your building or portfolio

**1. 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.

**2. Invite the right people**

Add residents, directors, or staff so each person sees the correct workspace and permissions.

**3. Upload your core records**

Add leases, accounts, insurance, meeting records, and maintenance documents early so the rest of the platform has a reliable source of truth.

## Activate the core workflows

> **[Issues & maintenance](https://kb.manage.management/homeowners/issues.md)**
>
> Report building issues, track progress, and see how managers handle them

> **[Finance workspace](https://kb.manage.management/homeowners/finances.md)**
>
> Understand service charges, pay invoices, and review building accounts

> **[Communications](https://kb.manage.management/homeowners/announcements.md)**
>
> Read announcements and stay informed about building updates

> **[Meetings](https://kb.manage.management/homeowners/meetings.md)**
>
> View upcoming meetings, access agendas, and participate in decisions

## Director and management workflows

> **[Directors](https://kb.manage.management/directors/overview.md)**
>
> Building setup, compliance, service charge collection, and governance

> **[Management companies](https://kb.manage.management/management/overview.md)**
>
> Portfolio setup, team management, multi-building operations, and reporting

## When you're ready for more

> **[Glossary](https://kb.manage.management/glossary.md)**
>
> Learn the key UK leasehold and property-management terms used in the docs

> **[Integrations Overview](https://kb.manage.management/integrations/overview.md)**
>
> Review the currently documented MRI and supplier-network integrations


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