Admin Permissions
Learn about access and control granted to administrator accounts, enabling them to manage system settings, user roles, and other critical functions.
How to Create A Property
The process for Creating a Property involves inputting all foundational data, including the property's name, address, unit mix, and management details, to establish it as a fully manageable entity within the system.
How to Create & Edit a User Group
Adding user groups involves creating defined profiles or categories (e.g., Leasing Staff, Maintenance, Management) that contain pre-set bundles of permissions and access rights, allowing administrators to efficiently manage permissions for multiple users simultaneously.
How To Edit Late Fee Declarations and Applications Terms of Service
Universal Settings include Late Fees and Terms of Service. Late Fee Declarations are the settings that enable ExactEstate to automatically charge Late Fees to residents with delinquent balances.
How to Enable Additional User Permissions
Adding user permissions involves granting specific security rights to a user profile, thereby defining the exact modules, actions (e.g., read, write, delete), and data access that user is authorized to perform within the system.
How to manage Periodic Tasks
ExactEstate offers a powerful automation feature that allows you to schedule and customize various tasks to run automatically, eliminating the need for manual intervention. This page provides an overview of the available Periodic Tasks and how to tailor them to your specific requirements.
How to Manage Rent Collection & Other Payment Settings
Managing rent collection and other payment settings involves configuring the accepted payment methods (e.g., credit card, ACH, check), defining payment schedules and due dates, and setting up late fees and auto-debit functionalities to streamline the receiving and processing of all tenant funds.
How to Manage Resident Settings for Resident Portal
Managing Resident Settings for the Resident Portal involves configuring the specific features, permissions, and available services (e.g., maintenance requests, payment options, community announcements) that tenants can access and utilize through their dedicated online interface.
How to Manage User Group Permissions
Managing user group permissions involves modifying the access rights and system capabilities granted to an entire group (e.g., changing what all 'Managers' can access) to ensure consistent security and operational scope across all members of that role.
How to use Manual Generation Tasks
Most actions in ExactEstate are automatic, but if for any reason you need to complete larger tasks manually we offer the ability to do so.