Organization admins for communities with Yardi integrations can store multiple credentials in the Organization Credentials page of SmartRent. This page helps admins and managers easily organize, track, and reference credential sets.
Adding Multiple Credentials:
To add multiple credentials in SmartRent, follow these steps:
Click Settings in the left sidebar menu
Click Integrations
Scroll down to Yardi Integration
Click Organization Credentials
Click Add New Credential in the top right corner
Input the Provider from the dropdown (or select Apply to All)
Enter the Credential Name
Click Save
If you want to apply the credential to all interfaces (GuestCard, Resident, and ServiceRequest) click the toggle next to Apply to All Interfaces
Interfaces are different areas within Yardi that a clients can store/manage different data
If this is toggled on, you will have the ability to enter the URL, Username, Password, Database Server, and Database Name to apply to all three interfaces
Leave the toggle off if you want to input the credential information to all three interfaces separately
When you have entered all necessary information, click Save
Editing Credentials:
To edit pre-existing credentials in SmartRent, follow these steps:
Click Settings in the left sidebar menu
Click Integrations
Scroll down to Yardi Integration
Click Organization Credentials
Click the pencil icon next to the credential you wish to edit
You will see an Edit Credential screen with the Provider and Name of the credential
Removing Credentials:
To edit pre-existing credentials in SmartRent, follow these steps:
Click Settings in the left sidebar menu
Click Integrations
Scroll down to Yardi Integration
Click Organization Credentials
Click the red trash can icon next to the credential you wish to remove
You can only remove credentials that are not currently selected as the preferred credential at the property level. If you try to delete the active credential, you will receive an error message.
