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How Do I Utilize Bulk Update Settings?

Introduction

The new bulk settings feature allows certain users to update settings for which they have permissions across ALL assigned communities in SmartRent Manager. This feature saves time for external users managing multiple properties today, improving portfolio management capabilities for owners and operators.

Getting Started

Community Defaults will now be named Community Settings and will contain three tabs:

  1. Bulk Settings (new)

  2. Community Defaults (same function as now)

  3. History (new)

To access the Bulk Settings Wizard, go to Organization Settings > Community Settings > Bulk Update Settings.

For Community Defaults go to Organization Settings > Community Settings > Default Settings.

Important Note: Community Defaults will only apply to NEWLY created properties in an organization. Bulk Update Settings is used to change current settings at active communities.

Permissions

Community Defaults - Update permission OR any settings users are allowed to change at the property level at properties to which they are assigned.

Select Communities Section

This section allows users to select which communities to update. Here, they can filter by City, State, Region, Name, and Postal Code. Users can also select all properties.

Once the communities are selected, click “Update Settings” to proceed to the next page.

Summary Banner

The summary banner allows users to navigate between sections. This will persist and allow users to navigate back to communities and view the changes they have made to settings.

The pencil icon will navigate users back to the properties page to update or edit the communities selected.

The view summary button will direct users to the summary page to view the log of changes they have made.

Settings Update Page

Users will update the settings on this page. Settings are broken down into categories. When a setting is changed, the number of changes per setting section will be displayed.

The checkboxes will have three states. A minus indicates no change has been made to that setting in the current session. A check indicates that the setting has been enabled in the current session. A blank means that the setting has been disabled in the current session.

The selector buttons will have three options, indicating the state of that setting in the current session.

We do not have the ability to show the current state of each setting, given the possibility of different configurations being active from site to site. This will only show how settings have been changed in the instance that the user is in.

What Can I Bulk Update?

All settings listed here depict those that are currently available as of 8/11/2024. This will be updated as new settings are added.

The following list of settings are what can currently be updated by users with permission to update the following settings:

Staff Notification Settings:
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  1. AFTER HOURS ACCESS NOTIFICATIONS

    1. When staff access a unit outside business hours.

  2. ARM/DISARM ERROR NOTIFICATIONS

    1. When there is a problem arming or disarming an alarm.

  3. HUB OFFLINE NOTIFICATIONS

    1. Select who gets notified when hubs have gone offline.

  4. AUTO-CLOSED WORK ORDER NOTIFICATIONS

    1. When a work order automatically closes due to time.

  5. DOOR & WINDOW NOTIFICATIONS

    1. When door & window sensors open on non-occupied units.

  6. LEAK & FLOOD NOTIFICATIONS

    1. When a sensor detects a leak or flood.

  7. LOCKOUT NOTIFICATIONS

    1. When a lock reaches max attempts on inputting a code.

  8. LOW BATTERY NOTIFICATIONS

    1. When any device reaches low battery.

  9. MOVE IN & MOVE OUT EXCEPTIONS

    1. When there are exceptions and issues with resident move in and move out.

  10. PROJECT ASSESSMENT REPORT NOTIFICATIONS

    1. When a Project Assessment Report is ready for review.

  11. PROSPECT STARTED TOUR NOTIFICATIONS

    1. When a prospect arrives at a self tour property.

  12. RESIDENT CREATED VEHICLE NOTIFICATIONS

    1. When a resident adds a new vehicle to their account.

  13. TEMPERATURE & HUMIDITY NOTIFICATIONS

    1. When temperature and/or humidity exceed set boundaries.

  14. TOUR MOTION NOTIFICATIONS

    1. When motion events happen in tourable units.

  15. TOUR SCHEDULED NOTIFICATIONS

    1. When a prospect schedules a tour.

  16. TOUR CANCELED NOTIFICATIONS

    1. When a tour is canceled.

Tour Settings:

  1. Tour Schedule Settings

    1. MAX CONCURRENT TOURS PER UNIT

    2. MAX UNITS PER SINGLE TOUR

    3. TOUR DURATION

    4. POST TOUR BUFFER

    5. WAITING LIST

    6. EARLY ACCESS

  2. Tour Start & Stop Times

  3. Appears in a new screen in the wizard setup

  4. Marketing Theme

    1. PROPERTY DETAILS - Primary Color

  5. Marketing Button

    1. BUTTON STYLING

  6. Prospect Settings

    1. INPUT FIELDS

    2. QUESTIONS

  7. ID Check Settings

    1. SKIP ID CHECK

    2. PASSPORT

  8. Require Geolocation Settings

    1. SKIP GEOLOCATION

    2. GEOFENCE RADIUS

  9. DEFAULT INDEMNITY AGREEMENT

  10. Auto Enable Units

Maintenance Settings:

  1. MANUAL

  2. HUMIDITY

  3. LEAK

  4. LOW BATTERY

  5. TEMP

Apply Settings Page

This page shows users the specific settings listed by setting group that have been updated and what they were updated to.

The Apply Settings button will submit the settings changes and direct the user to the view summary log.

Modals and Errors

If there is a property without tours enabled, the user will see a message notifying them that tour settings will not be applied to the communities without tours enabled.

View Summary Log / History Tab

This shows entries for each settings group by date. Clicking into a line item will show who made the changes along with when the changes were made and what was changed. If there is an error, it will show an error chip listed by each property that will direct the user to the settings page at the property that needs to be changed.

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