OverviewThe Management company dashboard aims to give managers with access to their management company's entire portfolio of buildings an easy way to view and manage common building data like employees and vendors from one centralized location. It also provides comparative data about a wide-range of BuildingLink activity, from resident postings to maintenance requests and beyond. |
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Table of Contents |
Accessing the Management Company Dashboard
To access the management company dashboard, you must be added as a "Management Company User," which assumes that you have access to all buildings within a specific management company's portfolio. If this describes you, please contact BuildingLink Support so we can provide access to the management company dashboard.
Once logged in to the management company dashboard, your superuser Control Panel will display in blue on the left-hand side. This will show you a list of all of the BuildingLink buildings in your management company's portfolio. The small green Login button in the lower right-hand corner of each building indicates that you have login rights to the property. If you have access to properties within a different management company, you will also see a tab called Buildings which lists those properties. If you have a resident login to any apartments, you can access those by clicking the Apts tab. To enter any of the specific buildings or apartments, simply click the green Login button. If you have a very long list of buildings or apartments, try using the search field to type in the name of the specific building you are looking for.
Upon entering a specific building, you can hide your control panel at any time by clicking the Hide link in the top right corner. When you wish to return to your Management Company Dashboard, simply click Show Superuser Panel and then click the Dashboard button.
From the management company dashboard, you can choose to view a wide-range of property details, like upcoming employee birthdays, moves, calendar events, number of outstanding maintenance requests in each property, etc.
Managing Employees from the Management Company Dashboard
First, be sure that you have selected the tab Mgmt Co. Next, click on the Manage Employees tab. This will take you to a screen where you can select from all the buildings your management company manages. You can use the search fields to search by building name, employee name, or employee authority level. Then simply click the Search button to pull in results based on your criteria.
To add a new superuser (an employee who will have access to more than one building within the management company's portfolio), click the green Add New Superuser button in the top right. Next, decide whether your new superuser should have access to the management company dashboard. If you do want the employee to have access to the management company dashboard, you can add them as either an Admin (meaning they can also add other management company users) or an employee (meaning they can manage employees across buildings and perform other functions from the mgmt company dashboard but cannot create new mgmt company users.)
Next, fill out the required fields in the Basic Info section, along with any additional information you'd like to have on file. If you want the employee to automatically gain access to new BuildingLink buildings managed by your company, select Yes under Enable Auto-Access for Management Agency's New Buildings. You can also decide if you'd like to always be able to assign maintenance requests to this employee. Finally, click the Save Changes button.
To give your new superuser access to the appropriate buildings, click the Back button and then type the superuser's name in the "Employee Name" field and click Search. When the employee appears, click Edit.
Next, scroll down to the "Authorities" section and click "Add" next to each building the employee should be able to access. Select the appropriate authority level and click "Save All Changes."
To send the new superuser his/her username and password, click on the employee in question and then choose the Print Login Info or Email Login Info button.
Managing Outside Vendors from the Management Company Dashboard
Click on the Mgmt Company tab and select Vendor Directory. You will now be able to add outside vendors that are common to all of the buildings in your management company's portfolio. Once you add a vendor using the Vendor Directory tab on the Management Company Dashboard, that vendor will appear in each building's individual Vendor's Directory. For a detailed tutorial on how to add a vendor, please see our Vendors Directory help page.