Company Settings: Setting up general defaults
Company Settings - Getting Started
The Company Settings feature within WeconnectU is available to Users with the relevant permissions and will initially be allocated to the Account Owner. These Users are then able to configure the Company's default information. The screenshot below indicates the necessary permissions that should be ticked (Company Settings>Users>Portfolios & Permissions>Company Setup).
The following steps will guide you through the setup of your default settings:
Navigate to the Company Settings Page
- Upon logging in, the solution will default to your Home Dashboard (refer to article 'The Home Dashboard').
- Click on the round User Icon found in the top right-hand corner of the menu bar.
- From the drop-down menu click on Company Settings - your company overview page will open as per the example below:
- The following tabs are accessible on the left-hand side of the page (they will be covered in the upcoming articles listed below):
| TAB | DEFAULT: SET UP | FUNCTIONALITY |
| Company | Company logo Company name Franchise Company default contact email Company default phone number Company website Company address |
Information that will appear on all documentation such as Tenant/Landlord statement created in the WeconnectU RAMS solution. |
| Users | User's first and last name User's role User's email User's mobile |
Typically staff or agents that may require access to your RAMS solution. |
| Mailboxes | Mailbox name First name & Last name Reply to email address |
For Users who will typically send emails via your RAMS solution |
| Portfolios | Can create a portfolio per: User Region Property type etc |
Great for restricting access, structuring your business environment, or advance reporting functions e.g. reporting per region. |
| Notification Templates | Customisable email & SMS templates | Standard templates used for bulk emails/ SMSs sent from your RAMS solution. |
| Accounting Settings | Financial settings Billing & payment settings Deposit settings Landlord statement settings Asset group statement settings Tenant statement settings Asset management reporting |
Configurable options and parameters that affect your accounting functions and generates default information on documentation such as statements. |
| Arrears Management | Arrears admin fees Letter of Demand settings Arrears interest settings |
Default parameters to address overdue payments e.g. penalties and escalations |
| Lease Settings | Lease defaults Lease addendum settings |
Common default information to facilitate and automate generating lease agreements. |
| Company Accounts | Withdraw (functionality) | Company interest earned on the Investment Account. |
Please refer to the below articles to complete the setup of your default company settings
Company Settings: Company Branding & User Types
Company Settings: Mailboxes
Company Settings: Portfolios
Company Settings: Notification Templates
Company Settings: Accounting Settings
Company Settings: Arrears Management
Company Settings: Lease Settings
Company Settings: Company Account
End of article