OVERVIEW

When WorkSpace adds a new P&F client they require a new base account where we will store all their users and properties.

This task is completed by a member of the implementations team and engineering.

Requirements:

• Client's URL (almost always the part after the @ on their email address)

HOW TO

Submit Jira Ticket

1. Open Jira and click the "Create" button
   
2. Title the ticket "Provision New Base Account: 'COMPANY NAME' with admin@companyurl having P&F app"
3. In the description field add the following information:
   1. Create new base account for: COMPANY NAME
   2. Create new admin account: admin@companyurl
   3. User will have P&F app access and be able to assign the P&F app to other users
   4. Admin user needs ability to create/activate properties
   5. Any other privileges needed by the account 
4. If possible attach a logo file for the company. Logo should have the following formatting:
   1. Transparent GIF format 
   2. Should have approximately 4:1 length:width pixel ratio. Examples 400x100 or 200x50. No need to make the logo file any bigger. 
   3. If the company has a square logo you can center it in a rectangular image like:
      
   4. Everything but the company logo should be transparent (logo manipulation can be done in a free graphics editor like GIMP)
   5. Include a due date, if you have one

After Ticket Release/Configure Account

1. Once you receive a notification that the ticket was released log into the new admin@companyname.com base account
2. Follow this link to go to the WS App Marketplace
3. Click the Accounting App
   
4. Click the "Install" button
5. Click on the newly added Accounting > Settings on the left hand menu
6. Click on the Accounting System Editor
   
7. Click the Add Accounting System button
   
8. Title the new accounting system "No Accounting" and click Save
9. Return to Accounting > Settings
10. Click Company Editor
    
11. Click the Add New Company button
    
12. In the Add New Company modal title the Company: No Accounting, select Division: Corporate, and Accounting System: No Accounting
    
13. Click Save
14. Click the gear icon > Users to open the GUP
    
15. Click on the User Name of the admin account (admin@companyurl.com)
16. Click Actions > Add Division
    
17. Select Division (usually Corporate)
18. Click Save
19. Click Apps Tab and the Property Management app
    
20. Assign all Features & Permissions necessary for the Property Admin
    
21. Check that the Corporate Administrator permission is assigned
22. Click Save

Test the Account

1. Click Properties & Facilities > Properties
2. Click the New Property button (if it is missing contact Engineering on the Jira ticket)
   
3. Confirm that Division: Corporate is populating in the modal (if not reach out to Engineering)
   
4. Once you add a new property confirm that the Activate, Setup, and Disable buttons are on the top right of the property screen (if not reach out to Engineering)
   

FAQ

When I add a new property to the base account there are no accounting companies in the Accounting Company dropdown, or the dropdown is missing

• You must complete the steps above to complete the configuration. You must add an accounting company even if the client will not be using the AP system