Various stakeholders benefit from having an account in ManageCasa:

• The Rental Owner for example can use the application to make owner contributions, receive funds from the rental property manager as owner distribution, access the owner statement, and other reports.
• The Property Owner for example in an HOA can use the application to make HOA fee payments, reserve amenities, communicate and receive communication from the HOA or CAM, access documents like by-law CC&R, etc.

When you create a contact, emails are the primary credential for ManageCasa to create their account. This means that contacts must have an email to be invited to join. Inviting contacts will send an email invitation to your contacts to accept and create their own ManageCasa account. Invitations can be sent in various ways, so let’s walk you through the process of getting your users into ManageCasa.

How to send an invitation when creating or editing a contact

When you create or edit a contact, there is a field that allows you to both save and invite at the same time. If you select the “Invite to ManageCasa” field when you save the contact, ManageCasa will immediately send the email invitation upon saving:

1. Click Contacts in the left menu
   
2. To create a new contact, click Add
   
   
3. To edit an existing contact, click Edit next to a contact
4. Check the box for the field labeled "Contact gets invited to ManageCasa"
   
   
5. Click Update

How to bulk send invitations for contacts

Let’s say you weren’t ready yet to send out invitations when you initially input all your contacts and you now want to bulk send out invitations. If you click on Contacts in the left menu, you will see a list of all your contacts.

1. Click Contacts in the left menu
2. Click the box at the top-left of the table of contacts (only selects contacts on the current page. If you have multiple pages of contacts, please repeat these steps for all other pages)
3. Click the ellipses at the top-right of the table of contacts
4. Select Resend Invite
   

Now that your invitations are sent, the last step is for your users to accept the invitation! ManageCasa will walk them through setting up their account, and once they are connected you will see their registration status be updated in your contacts.

An invitation to each owner/tenant will be emailed, providing instructions on how to log in to the portal.

• Follow up: Monitor the invitations to ensure that they are being accepted and that owners are able to log in and activate the accounts successfully.
• Encourage adoption: Encourage owners to use the portal regularly by highlighting its benefits, such as easy access to financial statements and important property information.

Note: As a property manager you can also log in as the user you invited and see how the account looks.