Skip to main content

Adding, Editing and Deleting Management Profiles

The Management Profile defines default settings for fees, invoices, and bills associated with a building

Written by Jimmy Chowdhury

Create a Management Profile

  1. Go to Settings > Profiles.

  2. Click New Management Profile.

  3. Enter a clear Profile Name.

  4. Select the Fee Structure to apply to every property assigned to the profile.

  5. Set the calculation schedule frequency to control when management fees generate automatically, such as monthly on the first day.

  6. In Templates, choose the print and email templates used automatically for tenant and vendor communications.

  7. Click Save.

If you own the building, you do not need to configure a management-fee structure.

Edit or Delete a Management Profile

  1. Go to Settings > Profiles.

  2. Find the management profile you want to manage.

  3. Use its Edit button to update the profile, or its Delete button to remove it.

  4. Click Save after making changes.

Template Options

Configure default templates for:

For fee-structure setup, see Adding and Editing Management Fees.

Did this answer your question?