How to Add or Edit a Management Company

In this article, we will cover the following: 

 

  1. How to Add a Management Company

  2. How to Edit a Management Company

  3. FAQs - What is a Management Company?  Why do I Need to Add a Management Company?

  4. Quick Tips and Best Practices

1) How to Add a New Management Company

Every property in Silvertrac must be assigned to a Management Company.  To Add a New Management Company

 

Hover over the Management Tab and click New Management Company

After adding the New Management Company Name (and any other optional desired company information), click Add New Management Company

 

2) How to Edit an Existing Management Company

To edit an existing Management Company:

 

Hover over the Management tab and click Edit Management Company. 

 

After making additions or edits, click Save Company Details at the bottom of the screen.

 

3) FAQs

What is a Management Company? 

The Management Company is the company that manages the property you are servicing.  

 

(Examples: CBRE, Fairfield, Colliers, Western National, Kimco, etc.)

In short, the Management Company is the customer who signs the check.  This does not necessarily have to be a separate property Management Company as in the case of self-managed properties where the property's name is the same. 

 

Why do I Need to Add a Management Company?

Having each property under a Management Company allows Silvertrac to set up User Groups automatically.  This will enable you to set up each property manager and regional manager to receive multiple reports on properties you may serve in their portfolio(s).

 

4) Quick Tips and Best Practices

Create your own company as a separate Management Company.   

 

Creating your company as a separate Management Company will enable you to attach it to individual internal properties.  This means you can add properties such as a Vehicle Inspection Property, Test or Training Property, a Supervisor Inspection Property to track uniform and guard card checks, and more.  

 

Creating your own Management Company also ensures that the internal or test data created isn't associated with a live customer property and show up on their reports.

 

If you have further questions about adding or editing Management Companies, please get in touch with your Customer Success Manager or call Tech Support at 888-505-8722 ext 4. 

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