Configuring your account settings is going to ensure that all users you invite to ManageCasa are set up for success.
Here are a list of objectives to complete for part 1 in our setup guide:
- Create your company to prepare your account to collect payments
- Manage your account settings
- Give your team access to your account by adding them as account users
- 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
- Your account settings are shared across all account users. Whether you’ve given admins, board members, 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
- 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. Board members should be added as account users so they can access the information they need in your account. You can add as many account 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
Finished with Step 1? Let's move on to the next steps of getting your account set up!
- Step 2: Verify your Business and Identity
- Step 3: Entering your data
- Step 4: Set up your accounting and bank accounts
Still have questions?
Open the Support conversation icon on the lower right corner and ask us anything.
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