Portal New Look FAQs - Strata Managers and Building Managers

We’re rolling out an upgrade to the Portal that introduces a new look, simplified navigation, and enhanced features to help you work more efficiently. This article answers key questions about what’s changing, what to expect, and where to find help.

Contents

• What is changing in this upgrade?

• How will this affect me?

• Can I switch between versions?

• Where can I find help and resources?

• What if I have questions or encounter an issue?

• What’s coming next?

What is changing in this upgrade?

This Portal upgrade introduces:

• A refreshed visual design and layout

• Smoother navigation and quicker access to key tasks

• New tools, including Recurring Jobs, available in the updated view

These changes are part of an ongoing initiative to modernise and enhance your experience.

How will this affect me?

Once the new user interface is enabled on your account, you’ll notice:

• A more modern and intuitive appearance on certain pages

• Minor changes to the location of some tasks and tools

• Access to new functionality only available in the updated view

Your existing data, workflows, and settings will remain unchanged. Everything you currently rely on is still available—just improved.

Can I switch between versions?

From October 1st 2026, the upgraded experience will be mandatory and users can't revert to the old version. Please contact us if any additional support is required.

Where can I find help and resources?

To support you during this transition, the following resources will be available:

• Guided walkthroughs directly within the Portal
• Detailed Help Center articles explaining the functionality
• Easy to follow instructional videos
  • Creating Jobs
  • Managing Jobs
  • Document Management
  • Finance
  • Tasks
  • Messages
• Online self-managed training
  • Strata Manager Portal Training (New)

These resources will be accessible via the Help Center and through direct messages from your support team.

What if I have questions or encounter an issue?

We’re here to help. You can:

• Submit a request through the Help Center

• Use the AI assistant chat

• Reach out to your Customer Success Manager

What’s coming next?

This upgrade is the first step in a broader enhancement program. Upcoming improvements include:

• Merging documents 

• Insurance registers

• Meeting management

• + much more!

We’ll keep you informed as new features become available.