Getting Started: Onboarding Full Organizations

To upload a new organization with users, locations, and QuickBooks information as quickly as possible follow the following order recommendations

Directions

  1. From the login portal, select “Management” and log in. 
  2. This will take you to the “Dashboard” page. 
  3. In the left-hand menu, click “Organizations” (4th  option from the top).
    • This will pull up the “Organizations” page. 
      1. From this page select the “Create Organizations” button in the upper right-hand corner. 
      2. This action will bring up the “Create Organization” form. 
      3. Fill out the form with the ”Organization Name, Quickbooks Realm ID, and Merchant ID.” 
      4. Click “Create Organization” 
    • This will now allow you to assign users and locations to your new organization.   
  4. In the left-hand menu, click “Locations”
    1. This will pull up the “Locations” page. 
  5. From this page select the “Create Location” button in the upper right-hand corner. 
    1. This action will bring up the “Create Location” form. 
  6. Fill out the form with the ”Location, Country, Street Address, Unit, City, State, Zip Code, Latitude, Longitude, Name, Description, what type of Property, Active Status, and Allow Payments or Not.” 
  7. Click “Save Location” 
    1. This will take you to the newly generated location’s info page
  8. Select the “settings” tab (8th option from the left) in the horizontal menu under the map
    1. Scroll to the bottom
  9. Select “Edit Organizations” 
  10. Add the appropriate organization(s)
    1. This will add the organization to the top box titled “Assigned Organizations” 
  11. Enter QuickBooks (QB Customer ID) ID for that SPECIFIC location 
  12. Save the changes 
    1. This will take you back to the “Location” specific page
  13. Select the “Settings” tab again
  14. Scroll to the bottom
  15. Enter the Streamline Unit ID in the top box labeled “Streamline Unit ID” 
  16. Save Unit ID
  17. Scroll back to the top of the page
    1. You should see the map, homeowners, and location description
  18. Select “edit” in the Homeowner box 
    1. This will launch the “Edit Users” page
  19. Select “Create User” 
  20. Fill our user information including their associated location and organization. 
  21. Double-check that the information is correct for all fields, specifically Location and Organization. 
  22. Save and Send Registration (if you are ready to register the user) if not simply save the user (you will be able to launch the registration at any time).  
    1. This will launch our welcome and registration email to finish setting up their account.
    2. Users can now view their home information, pay bills, and create requests. 

This process will fully onboard the user with all the appropriate steps in the quickest way possible.  You can add users to more locations or visa versa at any time after the process or edit any of this information after it has been saved. As always, double-check your work as you go.