Building Managers and The Building Management Team

Strata Managers can invite Building Managers to activate a profile that will allow them to access to their Buildings in the Portal.

This can be updated from the 'Building Management' tab of the Building Settings page.

This tab also allows Building Managers to add other Team Members to the Building Management Team to be displayed on the Building Profile.* This allows these team members to be quickly messaged by Committee Members & Owners. 

*Depending on user permissions

Contents

• Access the 'Building Management' Settings 
• Building Manager Functionality
• Building Managers as Invoice Approvers 
• Team Members
• Add a New Team Member

Access the 'Building Management' Settings

1. Go to the Buildings page (Buildings Icon )

2. Select the Building by clicking the Plan Number

3. Click the 'Building Management' tab

Building Manager Functionality

The 'Building Management' tab lists the Name and Email of a Building Manager that's been added to a Building as well as the permissions granted to them. 

Multiple Building Managers can be added to the Building profile.

If the Building Manager is named on the Building Profile, the check box will be selected in the 'Display on Building Profile' column.

If a Building Manager isn't allowed to 'Edit Building Settings and Profile' they can:

• Create and manage Work & Quote Requests
• Go to the Document Management System (DMS) to view and edit documents or Invoices
• Upload and download new documents or invoices to the DMS
• Add or edit Popular Documents
• View the Building Profile
• Send messages to other stakeholders
• Request financial reports
• Create notices for the Noticeboard

If a Building Manager is allowed to 'Edit Building Settings and Profile', they can also:

• Edit permissions for Building Contacts
• Add or edit excluded contractors
• Add or edit the key holders
• Set a price limit for Quote Requests
• Add or edit Team Members listed on the Building Profile
• Add or edit important documents
• Add or edit Recurring Rules 
• Add or edit Building Services 
• Add or edit Notes

Building Managers as Invoice Approvers

Strata Managers can select 'Approve Invoices' to allow Building Managers to approve Invoices for their Building. If permission is denied, a Building Manager won't receive Invoices for review.

If a Building Manager needs to be an Invoice approver, they will need to be added as an internal approver from the 'Invoice' tab of Building Rules.

Team Members 

The 'Team Members' tab lists the Name and Email of a Team Member that's been added to a Building as well as the Status of their Portal account. Since Team Members may be other Strata Managers, Organisation Admins, or Building Managers that are assisting with managing a Building, their Role will be specified.

If a Team Member is named on the Building Profile, the check box will be selected in the 'Display on Building Profile' column.

To add a new Team Member to the list, click '+ Team Member'.*

To make changes to the information for a Team Member, click the three dots on the right of the row then select 'Edit'.*

Update the User, Role, or whether the Team Member is listed on the Building Profile. Make sure to click 'Save' to implement any changes.*

To remove a Team Member from the page, click the three dots on the right of the row then select 'Delete'. When the pop-up appears, click 'Yes' to confirm the deletion.*

*Depending on user permissions

Note: The Building Profile will list the first three Team Members where the check box is selected. No more than three Team Members will be displayed on the Building Profile.

Add a New Team Member*

*Depending on user permissions

New Team Members can be added from the 'Building Management' tab of the Building Settings page.

Click the '+ Team Member' button to add a new Team Member.

When the 'New Building Team Member' window opens, click into the 'User' box.

Enter some of the letters and wait for the name to auto-populate. Click the name to add it to the form.

Under 'Role', enter the job title of the new Team Member. If they should be listed on the Building Profile, click the check box for 'Display on Building Profile' then click 'Save'.

For more information, please see Functions and Features of the Building Settings Page.

Building Managers should contact us with any further questions regarding this process.