System and User Set up
This area covers everything to do with setting Palace up to get started plus entering users and setting up their permissions and authorities
- Bank Account Security - Second authorization needed
- Holding Uncleared Funds - System Setting
- Owner Portal
- User Permissions
- Client Portal - Set Up and Explanation
- Google Single Sign-on
- How To Make Property Management Groups
- Setting up Debitsuccess
- Adding a User Email Signature
- Entering a New User - Setting up Log in Details
- How to set up Out of Office Auto Reply for your Palace Email
- Setting up for Charge Owner Letting Fees
- Changing the default Owner statement type in the system
- Moving a Portfolio from one Property Manager to another
- Placing your letterhead/logo into Palace
- System Set Up - Management settings Tab
- Company Settings - System Set up (Settings Tab)
- Setting up System Bank Account or Changing (Aus)
- Add System Bank Account - or Changing (NZ)
- User Authorities Explained
- Entering/Adding a new user
- BPAY Setup and Running
- I have a Property Manager Leaving what steps should I take?