Tip: You can navigate to specific sections in the video by selecting the Chapters icon.
Learning Objectives:
1. Explain how to customize view settings.
2. Describe how to add lease, unit note, and user note types.
3. Recall the general settings you can enable or disable.
Video Script
Welcome to the Unit File: Setup Page Overview. In this video we will review the unit file settings and demonstrate how to add lease types, note types, and attachment options.
To get started, select Setup from the welcome menu. Then, select Unit File from the main menu. This will open the Unit File Settings page where you can configure the unit file settings for your building.
The Unit File Settings page is divided into five sections: View Settings, Lease Tracking, Notes, Profile Badges, and General Settings. Profile Badges will be covered in-depth in subsequent training videos.
Under the View Settings section, you will see a list of the features that can be displayed on the Unit Details, User Details, and My Account Details page. Features with a blue checkmark are currently displayed on the page for users with the applicable group permissions. To revise the view settings, select Edit. Then, check the boxes you want displayed and deselect the boxes you do not want displayed. Once completed, click Save. Your view settings have now been updated.
The next section on the Unit File Settings page is Lease Tracking. Here you can add or revise Lease Type Options. Lease types are added to the Unit Details page by building administrators. To add a new lease type, select the Edit icon. Then, enter a line followed by the lease type. Once completed, click Save. You will now see the new lease type.
The next section on the Unit File Settings page is Notes. Much like the Lease Tracking section, here you can add or revise Unit Note Types and User Note Types. Administrators must choose a unit note type when adding a note to the Unit Details page. Similarly, they must choose a user note type when adding a note to the User Details page. Like before, select the Edit icon to add a note type. Then, enter a line followed by the note type, and click Save. You will now see the new unit note type.
The last section we will cover in this module is General Settings. Here you can enable or disable a series of fields available to residents under My Account. First you can enable or disable the Date of Birth Field when residents add users under My Account. To do so, select the Edit icon. Then, select either Disabled, Enabled (not mandatory), or Enabled (mandatory). Once completed, click Save. The setting has now been changed.
Next, you can enable or disable Profile Pictures when residents add users under My Account. And enable or disable Photo ID when residents add users under My Account. Like before, you can select either Disabled, Enabled (not mandatory), or Enabled (mandatory).
The last setting you can customize is Attachment Type Options. Users must choose an attachment type when uploading an attachment to the Unit Details or User Details page. To add an attachment type, click the Edit icon, enter a line followed by the attachment type, and click Save. You will now see the new attachment type.
This concludes the Unit File: Setup Page Overview. For more information on Unit File settings, please refer to our user guides.