Knowledge Base

Tasks Creating a Task  From the login portal, select “Maintenance” and log in.  This will take you to the maintenance “Dashboard” page.  In the left-hand menu, click “Tasks” (3rd  option from the top).  This action will take you to the “Tasks” page From this page, select the “Create Task” button in the upper left-hand corner […]

Someone who owns a location or multiple locations within a company. Can view and request tasks associated with their location, upload documents, and view HOA/Organization documents/contact information. They have limited access to user information beyond their own.  Dashboard Links Info Calendar Tasks Checklists Bills Smart Home Documents Location Display Displays location user is primarily associated […]

A user within a company who can create and complete tasks, as well as complete tasks assigned to them and their team. They have access to limited user and location information. Can update their hours through the app.  Dashboard My Team’s Tasks Status of tasks My Open and In Progress Tasks Status of tasks including […]

Management users are within a company. They have the highest level of information and control access within the company. They are charged with administrative management and reporting.  Dashboard Tasks Gives users an overview of tasks including new requests, in-progress tasks, open tasks, and completed tasks.  Users can use this overview to toggle to those specific […]

Admin Companies Create a Company Allows users to create companies and enter their information accordingly.  Companies Breakdown Allows users to view all companies housed and using Coop.  Allows users to toggle to a full page view of each company Shows users company information, contacts, and addresses  Allows users to make edits to the company information […]

Full management roles breakdown. Property Manager Management user is responsible for managing a location.   This includes creating and managing tickets as well as communicating with the homeowner. Organization Managers Management user is responsible for managing an organization and the locations within it. Accounting Manager Management user is responsible for receiving and paying bills and employees.   […]

Organizations Organizations are groupings of locations that share a common attribute such as a community association or management grouping need.   Organization run the branding for the homepage of the homeowner view Organizations can fall under two categories of user package: community or enterprise Community: HOA management Enterprise: Vacation and managed homes.  Typically each organization is […]

How to create a new organization. From the login portal, select “Management” and log in.  This will take you to the “Dashboard” page.  In the left-hand menu, click “Organizations” (4th  option from the top). This will pull up the “Organizations” page.  From this page select the “Create Organizations” button in the upper right-hand corner.  This […]

How to upload a new location to the Coop. From the login portal, select “Management” and log in.  This will take you to the “Dashboard” page.  In the left-hand menu, click “Locations” (2nd option from the top). This will pull up the “Locations” page.  From this page select the “Create Location” button in the upper […]

How to upload a new user. From the login portal, select “Management” and log in.  This will take you to the management “Dashboard” page. In the left-hand menu, click “Users” (6th  option from the top). This action will take you to the “Users” page From this page, select the “Create User” button in the upper […]