Account Admin

Overview¶

Goal. Get your workspace, your team, and your reserve data ready during your first week as an Account Admin.

Audience. Account Admins, and anyone opening a new SmartProperty workspace for the first time.

Account Admin is the highest level of customer access in SmartProperty. It carries edit access across every module, plus control over who else can sign in and what they can see. This guide strings together the articles that cover each part of that first week in detail. Work through the steps in order the first time. Come back to any one of them later as a reference.

Setup¶

SmartProperty creates your workspace and your first property before you sign in for the first time. An invitation email follows once that setup is complete.

You need the Account Admin role to complete every step in this guide. See What Can Each User Role Do? (Role Permissions Reference) for the full breakdown of what the role reaches.

Two capabilities are turned on separately by SmartProperty rather than by you: Portfolio Analytics and Atlas. Without them, "PORTFOLIO" and "Intelligence" do not appear in your navigation at all, even for an Account Admin. Contact SmartProperty to request either one.

If "Users" does not appear in your left navigation once you expect it to, your workspace has not finished its initial setup, or your role has not been applied yet. Contact SmartProperty rather than waiting for it to appear on its own.

How-to¶

Accept your invitation and sign in. Open the invitation SmartProperty emailed you and set your password there. See How do I Register on SmartProperty Portal? for the registration steps, and How do I Login to SmartProperty Portal? for signing in after that.

Find your way around. SmartProperty keeps settings in three separate places: one property, your whole Portfolio, and your own account. Locating these now saves you hunting for them later. See Where to find settings for your property, your Portfolio, and your own account.

Invite your team and set what they can do. Add the people who need access next, such as a property manager, a board treasurer, or a reserve analyst. See Invite a user to SmartProperty. Choose each person's role deliberately: the role decides which areas of SmartProperty they can open, and whether they can edit an area or only view it. See What Can Each User Role Do? (Role Permissions Reference) before you assign one.

Confirm your reserve study and component data. Review the reserve study and the components SmartProperty loaded for your property, and check that they look right. See What a reserve study is and what it tells you. Add a component yourself through Add a component to your property, or load a full inventory at once through Import components from a CSV file.

Set your financial assumptions. Enter the starting reserve balance, assessment fees, and the rates SmartProperty uses to project your reserves forward. See Set your financial assumptions. Set these before you build or compare funding plans for the year.

Connect your accounting system, if your association uses one. Contact SmartProperty to connect a supported accounting platform to your property. See Connected Apps: Managing Your Integration for what happens once it is connected.

Generate your first report. Produce the document your board expects to see, from a full Reserve Analysis Report to a simpler export. See Generate and export a report.

Turn on Atlas and Portfolio Analytics, if you need them. Ask SmartProperty to turn on Atlas for anyone who should be able to ask questions about your reserve data in plain language, and Portfolio Analytics if you manage more than one association and need totals across all of them. See How do I open Atlas Intelligence, and what data does it see?.

Reference¶

If a step is not working the way this guide describes¶

Three things decide what you can reach at any point in this guide: your role, your property access, and whether SmartProperty has turned a capability on for your workspace. An area missing from your navigation can be any one of the three. See What Can Each User Role Do? (Role Permissions Reference) to check which one applies.

A role or property access change does not reach someone until they refresh their screen. Ask the person to reload the page before troubleshooting further.