Getting Started Part 1: Set up your ManageCasa Account

Getting started with any new system should be fast and simple, and our goal at ManageCasa is to make this process as seamless as possible.

When you create a new account, you will be provided a step-by-step guide to walk you through each part of your ManageCasa portal to get up and running. You can view this at any time by clicking on Get Started in the left navigation menu.

Here are a list of objectives to complete for part 1 in our setup guide:

1. Create your company to prepare your account to collect payments
2. Manage your account settings
3. Give your team access to your account by adding them as account users
4. Add your contacts, properties, leases, and property management terms

Let’s begin walking through each step to begin your account setup with ManageCasa!

1. In order to access your account settings, your company needs to be created. Your company is going to brand your account and enable you to collect payments if you are signed up for ePayments: 
   • • Click on the gear icon in the bottom left and select Settings
     • Click Account Information
     • Create your company and fill in all required fields
     • Click Update at the bottom to save your changes
       
       
2. Your account settings are shared across all account users. Whether you’ve given admins, accountants, or maintenance managers access to your ManageCasa account, configuring your account settings for all of your users is an important step to the setup process:
   • • Click on the gear icon in the bottom left and select Settings
     • Click Account Settings
     • Configure your settings, and click Update at the bottom to save your changes
       
       
3. Adding account users gives you the ability to give your team access to your account with specific permissions that dictate what they can do in your account. You can add as many users as you want:
   • • Click on the gear icon in the bottom left and select Settings
     • Click Account Users
     • Enter their name, email, and the role you want them to be
     • Click Add and Send Invite
       
       
4. Adding the rest of your data will prepare your account for your go-live date. Check out these articles for more information on how to input your data into your account!
   • • Adding contacts
     • Adding properties
     • Adding lease agreements
     • Adding property management terms

If you manage an association, we have additional resources for you! Please check out these help articles to get you started.

We understand that transferring data can be a large task. Here are some additional tools that you can use:

• Use our bulk loader tools that streamline the process of manually entering your data
• Ask us about our data migration service where we handle your data import for you!

Finished with Part 1? Let's move on to the next steps of getting your account set up!

• Part 2: Verify your business and identity
• Part 3: Set up your accounting
• Part 4: Get your account ready to collect and make payments

Still have questions?

Open the Support conversation icon on the lower right corner and ask us anything.