We have created this tool to allow the user to create Property Managers and edit them in a more user-friendly way. This would add the company name and address to the user and tag them as "propertyManager".
Prerequisite:
You'll need the finHtmlReporting pod and have it enabled. Refresh browser after enabling.
You'll also need to have the Email SMTP settings configured in the Host > Settings. Then make sure a user has a valid email to receive the reports.
You'll also need to enable the html2pdf extension.
The user will go to the FIN Reports app.
Then, once inside the app, the user will select Tenant Reporting.
Once selected, they'll find Manage Property Managers.
The Manage Property Managers option will have a slider menu when selected.
To add a new property manager, the user would select the Add option in the Manage Property Managers slider menu.
Then, they'll get the below pop up where they can pick the user they would like to make as a property manager.
Once a user is selected, a new pop-up with two simple options will appear:
Company Name (optional): This will set the company name. Can be left blank, but the companyName tag must be present, even if it is left blank.
Address: The address at which the property manager can be reached. It needs to be in the format of "Street Address, City, State Zip". If there is an apt/suite number, it needs to be included the Street Address with no comma.
In the end, the user hits apply and they can see the changes in the property editor of that user.
To edit a property manager, the user would select the Edit option in the Manage Property Managers slider menu.
Then, they'll get the below pop up where they can pick an existing property manager to edit.
Once a user is selected, a new pop-up will appear for them to edit.
After the user is done editing, they would apply the new changes or cancel.