"user manual"
Contents
1. Enterprise Users Stay in the loop with what is going on in your portfolio Enterprise accounts are typically Oe os for corporate level employees te Mi svogenessees E Web Sice Caley who want an overview of what is going on at multiple properties activebulsing i Bookmark the URL for future logins at login activebuilding com or lt propertyname gt activebuilding com anal and enter your email and password L This account includes access to eres a community activity registration rates eee i VL Gs and usage stats up to three months ay Pe hanes i Additionally enterprise users are able to log in to any property as an admin user SS ee that they are allowed access to ose your message Enterprise users are able to send and receive messages however they do not have an inbox or sent mail folder like staff users They will not be able to use any ActiveBuilding apps with their enterprise username and password They will be able to sign in on their mobile device g Ada Groups 5 activeBuiding i Adding Removing Residents Make sure your residents receive important updates and notifications trom the community OneSite Users ActiveBuilding syncs with OneSite every morning to update move ins transfers and move outs from the previous day Current residents will receive an email invite during this sync To send an email invite to a resident the day they ar2. image JPG or PNG ideally no larger than 240 pixels wide and footer image JPG or PNG must be 580 pixels wide You can change the look and feel of your portal by going to My Dashboard gt Application Settings gt Look amp Feel Here you can select a new background or Upload a Community Banner and Link to URL optional which will disolay on your home page To add a new unit in the Community Portal access the Unit Configuration tab and select Add Unit Fill out the pop up form with the correct unit number floor number and building name number and click Add Unit For OneSite and other users set up on a resident CSV integration please make sure the Corporate Unit ID is also filled out 12 activeBuiding i Application Settings System Notifications Modules amp Features Un p Edit Preview ct Add Message Template 4 Welcome to our community portal We are pleased to introduce a private online Messaging System service exclusively for COMMUNITY TITLE Rensive tenartest en Click Here to Get Started ESIE en M ii M aii A mE as ds Add Unit Add Unit x Payment Gateway ID Cancel Add Unit pue junosoy gt Ke noe 5 9 eo gt WN D To N Account Settings How to change your account notification and orivacy settings To edit your settings select Account gt Personal Settings in the upper right of Jotifications Account your ActiveBuilding ho
3. be added in ActiveBuillding Former residents can make a payment for up to 90 days after move out by logging in with their email and password at lt propertyname gt activebuilding com However in OnesSite if the box is unchecked in the Resident profile tab for this resident has access to the secure resident portal and following features they will not be able to make payments as a former resident Approved applicants that have been New user Get started now assigned a unit number can make a Select Your Unit payment through the New user Get started now workflow on the right side of the login page listed previously WM og O22 D Pe F J o A oe U i i E e oo lt 2 9 Go nw gt gt 0N o Continue 14 activeBuilding i Troubleshooting If a resident receives an error what should you do Please check for the following settings in OneSite Residents must have an email listed in OneSite Contact information Which address would you like to The unt address use for the contact address Theana address Address 455 West Evelyn Ave 1101 Moun us ome et FS ow FT wor et FS ee FT ema E It could be because the resident is disabled in OneSite under their resident profile tab The online rent payment and service request boxes need to be checked In order for residents to make a Recent Activity Statistics payme
4. resident will be notified There is an iOS app for staff to manage service requests called ActiveDesk It Is free to upload 16 ActiveBuilding MY COMMUNITY MY GROUPS MY DASHBOARD Operations Users amp Assets x Service Requests ig Resident Management Service Requests Quick Links DP Resident Lookup Add A New Request on Resident s Behalf x Q staff Center Send a Messi pen un would like to request service for X SubmitaReq Status f Resolved Y Dec 4 Unit 22 Painting Pas Jun 24 Unit 44 Windows Eu Jun 3 Unit 4610 Heating Apr 25 Unit 1610 Air Conditioning RI Apr i O Oo D pe F O D T1 4 pet etr 4 gt Nn Lobby Display Screen The Lobby Display Screen LDS is a specialized web view for your ActiveBuilding portal that is designed for large TV screens in your building lobby To edit your settings select My Dashboard gt Lobby Display Screen from the home page You can change your theme by selecting Energized Traditional Black Tie and Legacy A custom slide is a bigger more visual Custom sides o New siaet EA way to display announcements to your E Downtoe community To do this go to Custom Slides Pas and add a new slide You can remove custom slides at any time or choose a start and end date for the slide If you have a resident who wishes to Privacy receive email or text notifications when Units istea here wil nt
5. you log a package for them but does 12 not want their unit number displayed on your lobby display screen you can do this under LDS Package Settings gt Privacy gt Hidden Units on Lobby Display Hidden Units on Lobby Display Add Unit Screen Packages custom slides events Amanda Hartman ADMIN created an event announcements and local offers rA Darii currently show Up on the LDS website 7 people attended Sign Up Edit Announcement Col Enter announcement titie O Oo D pe F O D T1 4 fe etr 4 gt Nn 17 actveBuitding ty Other Operational Features Replace paper logs and streamline services To turn on features go to My Dashboard gt Application Settings gt Modules and Features gt select feature and switch ON gt Save Changes Front Desk Instructions allow residents and staff to add authorized guests To add a guest go to Quick Links gt Add a Guest Or you can add guests using our IOS ActiveDesk app Staff and residents will receive a notification when a guest has been added for the unit To view active authorized guests go to Quick Links gt Resident Lookup You can keep track of parking and storage spaces under My Dashboard gt Parking and Storage Residents can find Internet TV and electric providers in their area they can compare local providers and prices and sign up for multiple services all in one place and all with the guaranteed best price
6. 11 Mae Mone Q Search Packages amp Export to CSV 2 2 D To D Amenity Reservations Users can submit 24 7 Staff and residents can reserve an amenity under their Quick Links gt Reserve Amenity gt select amenity to reserve gt Reserve This Amenity When a resident reserves they will receive an automated response letting them know that their request was received and that it will be reviewed You will also receive a notification letting you know that a resident reserved an amenity To approve deny or cancel an amenity go to My Dashboard gt Reservations When a reservation status is updated the resident will be notified Note there are no double bookings of reservations You can also view past reservations for Up to two months in this same section by selecting the Past Reservations option from the Upcoming Reservations drop down list Additionally there is a calendar view under My Community gt Amenities gt Show Calendar that will show details by hovering over the reservation 20 actveBuitding i Quick Links P ResidentLookup ii Dance Studio ea Staff C As part of our 24 hour fitness center our dance studio is oO gt Send available to be reserved for private group workouts E Reserve Amenity Reserve This Amenity 7 MY COMMUNITY MY GROUPS MY DASHBOARD Operations Users A Assets Reservations amp Resid
7. ActiveBuilding User Manual New to ActiveBuilding or need a refresher This manual contains eight sections that will teach you all that you need to know to effectively use your portal We will cover 1 Staff Users Page 2 5 2 Resident Management Page 6 7 3 Messaging Page 8 4 Community Features Ree 9 5 Account and Application Settings Page 12 13 6 RealPage Payments Service Requests and Online Renewals Page 14 15 7 Operational Features Page 16 18 8 Concierge Page 19 21 e e REALPAGE Outperform For additional help please contact support activebuilding com Signing in as a New User Your portal is live and you ve received your invitation email Now what yl Select Click Here to Get Started If you are a new user select 1am a New User Fill out steps 1 3 If you already have an existing staff account for another property with the same email select I have an Existing Account To receive access enter email and password Bookmark the URL for future logins at lt propertyname gt activebuilding com and enter your email and password 2 actveBuitding ty Click Here to Get Started lam a New User and want to create a new account for this property a Stepi of Next Step Notification Settings have an Existing Account at another ActiveBuilding Portal and would like to access this po
8. Log as Visitor The inventory log can be used to keep track of which residents have checked out inventory and view the history Some items you can use this for include movies DVDs carts tools etc 21 activeBuiding ii G Issue Parking Pass Issue Parking Pass Parking Pass Information For Unit Enter Unit For Office Use Valid Dates Vehicle information Make Model License Plate Additional Information Other Actions Edit Suspend Release Key Log as Visitor Entry Log Visitor List Visitor Archive Key Log Building Keys Archive 2 2 D To D
9. Manager Santa Clause Head Elf Don Ochoa Info Please contact test gmailcom directly Last Login 11 6 14 10 39 Brenda Sills Olfice Phone Manager Mobile Phone ual online service of Welcome to the io Kali Towers CHOOSE ONE OF THE FOLLOWING OPTIONS Exrstng _ I am a New User have an and went to create a new at another ActrveSurlding Portal ard wou ess Pes Beba he same account Logging In You can access ActiveBuilding on your desktop or mobile device Bookmark the URL for future logins at lt propertyname gt activebuilding com and enter your email and password Alternatively if your property purchased the LeaseStar product through RealPage ActiveBuilding will automatically redirect from your marketing website If you forget your password select the Forgot button located in the right side of the password box Enter your email submit and check your inbox to confirm your account and set a new password Users can now sign in with Facebook to access their ActiveBuilding portal The only requirement is that the user s Facebook email is the same as their ActiveBuilding email Acceptable browsers include e Internet Explorer 9 10 or 11 e Chrome latest version e Firefox latest version e Safari on a Mac 4 actveBuitding i Forgot your password Enter your email address and we ll send you an email for confirmation tog In Cancel
10. ata Export Authorized Guests Data Import Residents Reinvite Residents User Access Invitation x First Name Last Name Unit Corporate ID PIN LJIGFY Email Invite g Move Out Residents Sep Transfer residents to a new unit DO YOU HAVE A REGISTRATION PIN You would have received this in a welcome letter from your property manager If you do not have a PIN please click the do not have a PIN button belo Continue G Ido not have a PIN PS MY DASHBOARD Users amp Assets amp Resident Management e Staff Management 4 Staff Center Access Requests amp D D Q D D r juapisay Unregistered Residents Increase registration to ensure all residents are receiving the full benefit of ActiveBuilding To check to see if a resident is UPS MYDASHBOARD Unregistered go to My Dashboard gt TENY Y TORON Resident Management Unregistered J P amp Resident Management residents will have a question mark in a silhouette next to their name juapisay D D Q D D r User Lookup jy pm Resident Action v Filter by Name or Unit ed 21 a Bobby Drone 2 22 Mickey Mouse 23 Kathy Griffin To re invite an unregistered resident go Ay Re send a to User Lookup search for unregistered resident and click into their name gt select Re Send Invite gt Invite or eae Ee change email
11. e added in OneSite go to the New user Get started now workflow on right side of login page i e lt propertyname gt activebuilding com Next fill in unit name and email exactly as it appears on leasing documents If there is a match they will receive an email invite shortly Select Your Unit Continue Other Users You will want to include ActiveBuilding in your move in and out process To add a new resident go to My Dashboard gt Resident Management gt Resident Action drop down menu gt Add a New Resident Or you can import multiple residents at once by selecting Import Residents from the drop down menu To add a resident fill in name unit email and select invite by email or print invitation To move a resident out or transfer to a new unit select resident or a unit Next select Move out Residents or Transfer residents to a new unit gt select all applicable residents Residents can also request access to join through the New user Get started now workflow on the login page by selecting I do not have a PIN If a resident requests access to join access requests from residents will appear under My Dashboard gt Access Requests to approve or deny For more on how fo register see page 2 Signing in as a New User actveBuicinglt UPS MY DASHBOARD Users amp Assets Resident Management dz Resident Action Add a New Resident Export All Resident D
12. ent Management Amenity Reservations Amenity List List Calendar Show Upcoming Reservationsy For All Amenitesv Showing 1 to 5 of 5 entries t arch Terms He Submit By gt Unit Amenity Reserve Date Submitted On Status 4 BB M P Pending Pending porn 015 M 6 46 Canceled bedroom 24 2015 Denied Amenity Reservations Amenity List Reseaton List List List Calendar Show All Reservationsv For All Amenities v Upcoming Reservations Showing 1 to 32 of 32 entries Past Reservations Submit By Unit Amenity Reserve Date Amenity List Reservation List a Show Calendar May 2015 gt id ve we T ei M p 2 D To D Parking Passes Key Entry and Inventory Logs Replace paper logs and streamline services To turn on features go to My Dashboard gt Application Settings gt Modules and Features gt select feature and switch ON gt Save Changes All features will show under My Dashboard You can issue printable parking passes to guests and even allow residents to issue a pass themselves Front Desk Instructions allow residents and staff to add authorized guests Clients on the concierge package can also log a visitor and release a key using this feature either from My Dashboard or Resident Lookup gt Active Guest s gt Active Instructions gt Actions gt Release Key or
13. gt Invite To re invite all unregistered residents A Resident Acton select the Resident Action drop down Sa alee meme menu gt Re invite residents gt Re invite From here you can also export all resident data by selecting Export All Resident Data Export All Resident Data Export Authorized Guests Data Import Residents Reinvite Residents Reinvite residents x Wf Resend email invitations to all the unregistered residents Cancel Reinvite To see how many residents have 9 Ad registered go to Resident Management Resident Lookup lin gt select the colorful bar graph icon to the right of Resident Lookup Registration Statistics x 648 residents are registered 521 units out of 680 units have registered 76 Close 7 actveBuitding i Messaging In addition to email notifications there are text and voice notifications To send a message select Send a Message in your Quick Links You can select a group to send the message to under Add Groups or type the user s E Staff Center name unit or group in the To box All eee messages are a blind copy additionally there is no reply all feature i Quick Links Resident Lookup D N N D 2 To Advanced Delivery Options Staff users can send text and vo
14. ice notifications to residents by selecting the Advanced Delivery Options link below the message box Advanced Delivery Options Notification Options ra Send Email Notifications af Send Voice Notifications Send SMS Notifications D All registered residents will receive Notifications Account email messages unless they opted out You can help direct residents to Karina Rasanen change those settings by going to Public Profile Account gt Notifications Personal Settings Sign Out Notification Settings s f Send me a daily activity digest 2 A delivery is ready for pickup Before a resident can get texts they need to set text notifications by entering their mobile number A 4 digit verification code will be sent to their mobile number that they will enter Enable SMS Notifications Step 1 x Cell Phone Number Enable SMS Notifications Step 2 x Enter Verification Code Back Submit 8 actveBuitding i Getting Started Best Practices Add content to give an overview of what is going on in your community Add a starter post welcoming residents Post an upate to Entre Communty to the portal i e Welcome to our ee a new community portal What does a EE everyone think amp To give an overview of what is going E on in the community you can create oe an announcement To do this go to eee S A
15. ing ActiveBuilding s most popular feature To add a package go to My Dashboard gt Package Tracking gt select Add Packages in the upper right corner or select Package Tracking from your Quick Links To add a package through the desktop portal you will use a scanner There is also a staff iOS app for logging packages ActiveDesk Select the package carrier type unit number or residents name and the tracking number gt select Submit Residents will receive a new package notification in real time even if they are unregistered Registered residents can choose to receive text or voice notifications in their notification settings To sign a package out go to My Dashboard gt Package Tracking gt select package from the Active Packages tab gt Sign Out If a signature is required in your Application Settings you will need to collect a signature before submitting All archived packages will appear under the archive tab Here you can view package details and search packages even export details 19 activeBuiding i Quick Links Resident Lookup poa Staff Center Send a Message yi Add a Package MY COMMUNITY MY GROUPS MY DASHBOARD Operations Users amp Assets ss Package Tracking amp Resident Management There n more thar one package pending wegnatere for this unt Mene check the other seckeges you mat to wpe for Unit Heakdene Che Type Chee riptan C cenmeees hies eree Iy
16. lding and Facebook or Twitter TE 1 aK Attach a file DB oO T by checking the social media box tenn ae Edit profile ki Community Activity sortby Post v View All Activity v before posting Setup these integrations pee Qe Resident Lookup Please come to my party this weekend sago Comment Like by going to My Dashboard gt Application siren Settings gt Social Media _ 9 j A Add a Package gt Info 561 350 5845 Website www tommystacos com 4 go Comment Like X Submit a Request 2 Adda Guest Daily digest emails summarize that day s ne happenings as another way to keep PERPA 4 everyone informed Registered users emery can opt out of receiving in Account gt in oad e Requests submissions amp updates a lt Notifications Settings Misamis Binary T 220 cers Autorid Els tas 3 Past Due amenity reservation i a a Resident Satisfaction Survey submission by residents 4 e Save Change TD N Decide if you want to see your residents RTE az message before posts or not Go to Users amp Assets Communication amp Stings My Dashboard gt Application Settings gt na if Management q Announcements Modules and Features gt Filter Content for E ff Center Lobby Display Screen Profanity and or Content Approval less Requests e Application Settings Application Settings os Filter content for profanity iv Content Approval Requi
17. me page Karina Rasanen Public Profile Personal Settings Sign Out not be shared with anyo l To change your name email and password or set an out of office Ths nrabons acest on conmunty management and notification select Account Details First Name gt a at Stay current with what is going on in the 2 9 community by logging in daily and or seule a doe 53 opting in to receiving all notifications To edit srame a ouy aanry o D notifications including the ability to receive 2 N text notifications or voice notifications for residents select Notification Settings To edit your privacy settings select i Privacy Settings amp Privacy Settings 13 activeBuiding i Navigating Payments Service Requests and Online Renewals Residents can make payments and submit service requests from their desktop or their mobile device Staff will manage RealPage payments ER service requests and online renewals a ji lease visit OneSite to manage payments for your community from OneSite Registered residents will be able to ye utilize RealPage payments service am 2 requests and online renewals from RSS a eee their portal under their Quick Links or the My Dashboard drop down menu To be added in ActiveBuilding current residents must have an email be marked as an occupant cannot be a cosigner or guarantor and their age must be greater or equal to 18 or left blank in OneSite to
18. nnouncements gt Manage gt Post a nn ko Public Announcement your convenience he sattamays gt ave extra doggie bags me g Cancel Save Announcement D L Featured links help your residents Featured Links varas find more useful resources in your NT community Set these to display on peace eres home page under Featured Links gt Manage gt Add New Link gt check featured link box Amazon Fresh Fresh groceries delivered to your door Metro Trip Planner i Bes Pian your bus route Inform your residents of all the ways they My community MY GROUPS MY DASHBOARD oO can reach you by adding general info kati Towers 7 Go to My Community gt General Info Monday Friday EES gt select pencil icon by hovering over E community title to add office hours and a contact info a siea Seattle WA US 98121 Information General Office Email Kalitowers test com 9 actveBuicinglt Community Activity Wall An exclusive place for staff and residents to communicate with each other The community activity wall is a wall of updates from residents and staff Post an update w to Entire including events marketplace items k ee ton recommendations and polls FS pees a nnn as Karina Rasanen ADMIN created an event i 4 Mar March Madness 49 12 00 PM gt m e Ziva David 53 is setting nonths x Seohowks tic chets 175 Any
19. nt submit a service request or online renewal they must have a Rod James Larson Unit 1 resmD listed in ActiveBuilding To find the resmID for the resident you will need Basic info to look in OneSite for a report named Contact Level Details Next add it in User Invitation Resident has not yet registered ActiveBuilding under My Dashboard gt amp n og a Re send Invit S Resident D Resident Management gt select Resident 8 5 e e e JJ whose resmID is missing gt Under Basic General Information a2 Y Info add Corporate ID Corporate 1D 2 25 nn gt 3G For payments residents cannot be C Do ent atow tense conan flagged for eviction collections or Do nat atow check payment r omecton status do not allow check payment under A Eviction proceedings started special collection status 15 actveBuitding ty service Requests Users can submit requests 24 7 You will manage in ActiveBuilding under My Dashboard gt Service Requests To add a service request go to your Quick Links and select Submit a Request or go to My Dashboard gt Service Requests gt Add Request on Resident s Behalf Fill out the information When a resident adds a service request they will receive an automated response letting them know that their request was received You will also receive a notification letting you know that a resident submitted a request When you update the status of a request the
20. re manual approval When a general discussion is posted J When a Marketplace listing is posted Regardless of the above settings the units listed here will require manual approval System Notifications Units Requiring Manual Approval Add Unit When a Neighbor s Recommendation is posted B When a poll is posted 14 Resident Satisfaction Surveys can be an F turned on to help gauge how your teir community feels To turn on go to My TA Dashboard gt Application Settings gt Modules and Features gt Resident Satisfaction Surveys 11 actveBuitding i Recent Ratings All Detractors Passive Supporters Previous Resident March 6 2015 Stephanie Bratcher 2 Application Settings Customize notifications and the look and feel of the portal To edit your Application Settings select My Dashboard gt Application Settings from your ActiveBuilding home page You can edit the way your property name appears at the top of your portal To change the name of your property with the preferred wording access the General tab gt Community Name gt Save Changes To edit preview notifications or add a message template you can do so by going to your System Notifications If you d like to customize the look of the notifications that come from ActiveBuilding you can provide us with hex codes colors for the main background header background and header text You can also provide a header
21. rtal with the same account YOU MAY USE YOUR EXISTING ACCOUNT TO REGISTER WITH THIS PROPERTY AS WELL Email Password Go Forgot your password E Avea x zz E x o e A E https summercreek activebuilding com EE Apps Master Admin __ salesforce com Unl To invite staff go to My Dashboard gt Staff Management gt Invite Staff User Enter name title messaging groups optional user access email and invite by email To remove or edit staff select a staff user Next select Edit Manager or Delete This Manager One email per account Is allowed However staff can have an account at multiple properties using the same email When registering for another property they will need to select I have an Existing Account at another ActiveBuilding Portal and enter their email and password 3 actveBuitding ty Adding Removing Staff Users You can t do it all by yourself ROUFS MY DASHBOARD Users amp Assets Sa Resident Management 8 Staff Management do Invite Staff User Invite Staff User x First Name Last Name Title Select Title z Groups Assign to messaging groups User Access Standard PIN F7U3P4 Email W Invite By Email Y Print Invitation Cancel Add amp Invite Staff Management dp Invite Staff User wo Edit Manager Filter by Staff or Title n Brenda Sills a
22. s MyUtilityConnections can be found under My Community gt General Info There is a Resident Satisfaction Survey that is based on a net promoter score survey It asks one simple question would you recommend lt property name gt to a friend They are used to help gauge what is going on in the community and keep resident feedback even more internal The Resident Satisfaction survey will appear for staff only under My Dashboard ActiveBuilding Quick Links Resident Lookup e Staff Center Quick Lookup Send a Message eeii L Contact 3 lt Submit a Reques d Contact Information B A Add a Guest Home Phone GP 14257531062 Primar Email karina mr activebuilding con 2 0 Open Maintenance Request s P 8 Active Guest s MY COMMUNITY MY GROUPS MY DASHBOARD Operations Users amp Assets gt 1 Service Requests amp Resident Management r e m o Parking amp Storage s Staff Managemert Parking amp Storage Spaces All Parking Spaces in All Locat Actom v gt Add New Space Rekase G aaa meann Ha Shop CONNECTIONS E acesos im F for your utilities EAN mi BGs Inian temia Internet Starting At A 1 4 QS ree enom sear Screws UPS MY DASHBOARD Users amp Assets amp Resident Management 3 Staff Management Pe Staff Center Access Requests B Analytics o Resident Satisfaction Resident Satisfaction O Ee D pe F O D T1 4 fe tr 4 gt 2 Package rack
23. ta wast to go te cast thendaye Sahasa gues iame 2 dvit Face vate 3225 a gace wi set piace Lot mo bas rar eo f am a T1 4 Q rr 4 N Staff can add documents and even organize in folders You can add a document directly to the home page by attaching a file Or you can store Attach a file Leslie Kipson Leasing check it under My Community gt General Info Health amp Fitness Flyer pdf gt Add document when documents 2 years ago Comment Like are added through this workflow it will Documents hod Document Ade Folder Cage l Appliance Manuals automatically generate an activity ee post IN city of Seattle information B community information Groups are interest groups that YOU Post an update v to Entire Community v have joined Instead of posting to the E TE paee ii entire community users can select a aseba _ 7 ii group that they have joined to post to ienis aia Additionally you can chat online with other staff and residents by clicking Sign Out of Chat into the grey chat box in the lower ae r right hand corner of the screen and BEEE select someone s name If you have an z ActiveBuilding question you can also a eA select the Support tab on the left side of the screen 10 actveBuitding i Managing Community Activity No double posting necessary MY COMMUNITY MY GROUPS MY DASHBOARD You can have updates post to both ActiveBui
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