OVERVIEW

This is how to create a new base account for a new WorkSpace P&F client.

This task is completed by a member of the support team or the project manager before implementation. It requires QA and a software release, so it requires prioritization by the engineering team.

Requirements:

• URL for property team email address (the part after the @)
• Logo file
  • This logo is either sent by the client or found from the client's website/email signature
  • Logo resolution should be in a 4x1 ratio. 400x100 works, as does 800x200. Anything else will be stretched out. 
  • Logo must be converted to a gif
  • Transparencies are allowed, use your best artistic judgement as to what the logo will look like inside of WorkSpace

HOW TO

Open Jira Ticket - Example 

1. Create a new Jira ticket in Product Ideas Backlog board (PIB) as a story
2. Title ticket "Provision new Base Account: 'CLIENT NAME' with admin@clienturl.com having P&F app"
3. Inside the ticket provide the following lines:
   Provision new Base Account: 'CLIENT NAME' with admin@clienturl.com having P&F app
   User will have P&F app access and be able to assign the P&F app to other users
   Admin user needs ability to create/activate properties
   Logo file attached
4. Mark the ticket as "Other" client and for the "P&F" application
5. Attach the logo file to the ticket
6. Once ticket is in development you may be asked to proof how the logo works, approve/make changes as needed

Installing Accounting App

1. Log into new admin account 
2. Navigate to WorkSpace App Marketplace at https://my.workspace.cc/apps/
3. Click the Accounting App
   
4. Make sure the checkbox is ticked and click "Install."
   
5. The accounting app should now be visible for the base account

Creating Accounting System

1. While logged into the admin account click on Accounting > Settings > Accounting System Editor
   
2. Click the Add Accounting System button
   
3. Title the accounting system "NO ACCOUNTING" and click save. You do not need to activate the system or add additional information.
   
4. Click Accounting > Settings > Company Editor
   
5. Click the Add New Company button
   
6. For the company info enter:
   Title: No Accounting
   Division: Corporate
   Accounting System: NO ACCOUNTING
   
   Click save. Do not bother activating it.
   

Configure/check admin account

1. Click settings Icon > Users to enter the GUP
2. Click on the admin@clicenturl.com user name
3. Check the Divisions tab to see if the user has the "Corporate" divsion added. If not, add it using step 4. Otherwise skip to step 5.
   
4. Click Actions > Add Division(s)
   
5. Click the Apps tab to see if the user has the Property Management app. If not, proceed to step 6 to configure it. If they do skip to step 7.
   
6. Click Actions > Add App(s), select the Property Management App, and click "Save"
   
7. Check the Roles tab for the Administrator role. If not proceed to step 8 to configure it. If so, move on to step 9.
   
8. Click Actions > Add Role(s), select Corporate > Administrator,. and hit Save
    
   
9. Navigate to the Property & Facilities application > Properties and make sure you have the + New Property button. If not, contact engineering to correct.
   
10. Proceed with configuration of properties and/or accounting systems