Property Building and Tenant Configuration

Video - Account Setup for Property Managers

Video - Editing properties, suites and tenant profiles

Properties

• Creating a property

• Editing a property

• Deleting a property

Suites

• Creating a suite

• Editing a suite

• Deleting a suite

Tenants

• Creating and connecting Tenants

• Regenerating Tenant Connection Tokens

• Editing tenants

• Deleting tenants

• Disconnecting tenants

Video - Account Setup for Property Managers, and creating properties, suites and tenants

Learn how to setup your Envoy Connect account and create property buildings, suites, and tenants.

Check out our website and click on Schedule a demo to reach out to a member of our team about setting up your Connect account.

Video - Editing properties, suites and tenant profiles

Learn how to edit your properties, suites and tenant profiles within your Connect account.

Creating a properties

1. Navigate to your Envoy Dashboard

2. Under your location picker in the top left corner, select Connect Overview

3. Click on Properties > Add property

4. Fill in the required property information such as name and address

5. Upload an image of your property

6. Click "Create" to create the property

Editing a property

1. Navigate to Connect Overview > properties

2. Click View on the property you would like to view

3. Go to Settings > Profile and make the changes you would like to make and hit save.

   Note: You can also click on the vertical ellipsis on the property and select "Edit" to edit the property.

Deleting a property

1. Navigate to Connect Overview > Properties

2. Click View on the property you would like to manage

3. Go to Settings > Profile

4. Click Delete Property at the bottom right side of the page

   Note: You can also click on the vertical ellipsis on the property and select 'delete' to delete the property.

Creating a suite

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Suites

4. Click “Add Suite”

5. Enter Suite name and click Create

   1. The suite name is NOT the name of the current tenant.

   2. To create multiple suites, click "Create and add another"

Editing a suite

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Suite

4. Click on the “pencil” icon next to the suite name

5. Update the suit name and hit save

Deleting a suite

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Suite

4. Click on the “trash” icon next to the suite name

5. Confirm you would like to delete the suite and click Delete

Creating and connecting tenants

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Tenants

4. Click Create tenant

5. Enter the Tenant name and select a suite

6. Click Create and continue

7. Once created a popup window will appear providing the Connection Token.

8. This token should be provided to the tenant to complete the connection within their own Envoy account.

9. Connection tokens expire after 7 days so please make sure your tenant connects to your property before it expires.

10. Don't worry, you can always regenerate this token.

Regenerating Tenant Connection Tokens

If needed, you can always generate a new connection token for your tenants from the dashboard.

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Tenants

4. Next to the tenants name, click Regenerate token (tokens expire after 7 days)

Editing Tenants

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Tenants

4. Click on the vertical ellipsis and select Edit

5. Make the changes and hit Save

Deleting Tenants

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Tenants

4. Click on the vertical ellipsis and select Delete

5. Confirm you would like to delete and click on “delete”

Disconnecting Tenants

1. Navigate to Connect Overview > Properties

2. Click View for the property you would like to manage

3. Navigate to Settings > Tenants

4. Click on the vertical ellipsis and select disconnect for the tenant you would like to disconnect from your property

5. Confirm you would like to disconnect by clicking on Disconnect