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Usewalter Manager - Web
Usewalter Manager - Web
Everything you need to know to fully use the web manager functionality
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76 articles in this collection
Written by
Info Usewalter,
Beverly Castro,
and
Stéphanie Clement
Usewalter's help center section
How to Chat with Support - PM
Here's how Usewalter can answer your questions directly on the Manager page
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Written by
Stéphanie Clement
Updated over a week ago
How to find the Usewalter FAQs - PM
Here is how you can find the FAQ for Usewalter!
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Written by
Stéphanie Clement
Updated over a week ago
1st Memo Template - PM
Here's an idea for the first memo you can send to your residents
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Written by
Stéphanie Clement
Updated over a week ago
FAQ section
FAQ - Overview - PM
Let your residents self-serve and find their own answers
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Written by
Stéphanie Clement
Updated over a week ago
News section
News - Overview - PM
Here is a short overview of what you can achieve with the News Feature
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Written by
Stéphanie Clement
Updated over a week ago
News - How to schedule a News post - PM
Here's how you can schedule a News post.
Written by
Beverly Castro
Updated over a week ago
News - Publication statistics - PM
Here is a short video to show you how to see delivery stats.
Written by
Beverly Castro
Updated over a week ago
News - What tool/service is used to send a Usewalter News Memo? - PM
Here is how Usewalter interacts with 3rd parties to send a news memo
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Written by
Stéphanie Clement
Updated over a week ago
News - How to send your first memo - PM
In this article, we will go through how to create and send your first memo to your residents.
Written by
Info Usewalter
Updated over a week ago
News - Proxy feature - PM
Here is how you can utilize the proxy feature for your meetings
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Written by
Stéphanie Clement
Updated over a week ago
News - Publication Statistics - PM
Here is how you can view the residents that have seen your memo
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Written by
Stéphanie Clement
Updated over a week ago
Residents section
Resident - Overview - PM
The resident list helps you stay on top of things, here's a quick overview
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Written by
Stéphanie Clement
Updated over a week ago
Resident - Create a new resident - PM
Here's how you can create a new resident in Usewalter
Written by
Info Usewalter
Updated over a week ago
Resident - How can I set up the Resident Configuration section - PM
Settings > Building Information > Resident Configuration: here is how to interpret the different checkboxes
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Written by
Stéphanie Clement
Updated over a week ago
Resident - How to enter an Owner, Tenant or Family Member attribute - PM
If you need to do manual changes to a certain resident, here is how you can successfully change their status
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Written by
Stéphanie Clement
Updated over a week ago
Resident - What is an invalid email - PM
What to do when a resident has the tag of "invalid email"
Written by
Beverly Castro
Updated over a week ago
Resident - How to invite residents to Usewalter - PM
Here's how you can invite resident to Usewalter.
Written by
Beverly Castro
Updated over a week ago
Units section
Unit - Overview - PM
This is a short one minute video to show you what you can do with the unit section
Written by
Beverly Castro
Updated over a week ago
Unit - How to view a residents profile/information - PM
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Written by
Stéphanie Clement
Updated over a week ago
Task section
Task - Overview - PM
Here is a quick overview of how you can use the task system
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Written by
Stéphanie Clement
Updated over a week ago
Task - Settings - PM
Here is how you can use the task settings
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Written by
Stéphanie Clement
Updated over a week ago
Task - Creating a Task - PM
Here is how you can create a task
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Written by
Stéphanie Clement
Updated over a week ago
Task - How to fill in the task information - PM
Here is what the different task information means
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Written by
Stéphanie Clement
Updated over a week ago
Task - Filters - PM
Here is how you can use th filters to better navigate the task section
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Written by
Stéphanie Clement
Updated over a week ago
Amenities/Reservations section
Amenity - Overview - PM
Here is how you can let your residents enjoy the amenities
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Written by
Stéphanie Clement
Updated over a week ago
Amenity - Manage current amenities - PM
Here is how you can edit your current amenities
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Written by
Stéphanie Clement
Updated over a week ago
Amenity - Booking options - PM
Here is how to understand the booking options
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Written by
Stéphanie Clement
Updated over a week ago
Amenity - Reservation types - PM
Here are the different reservation types with their definition
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Written by
Stéphanie Clement
Updated over a week ago
Amenity - Create a new amenity - PM
Here is how you can create a new amenity
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Written by
Stéphanie Clement
Updated over a week ago
Package section
Packages - Overview - PM
How can you use the package section to manager your residents orders
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Written by
Stéphanie Clement
Updated over a week ago
Packages - New Package Received - PM
Here is how you can handle the reception of a new package
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Written by
Stéphanie Clement
Updated over a week ago
Packages - How to use the filters - PM
Here is how you can find a package using the filters
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Written by
Stéphanie Clement
Updated over a week ago
Packages - Manage your parcel - PM
Here is how you can manage your existing packages
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Written by
Stéphanie Clement
Updated over a week ago
Chat section
Chat - Overview - PM
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Written by
Stéphanie Clement
Updated over a week ago
Chat - Chat box tools - PM
Here is how you can use the tools in your chatbox
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Written by
Stéphanie Clement
Updated over a week ago
Chat - Sidebar - PM
Here is how you can use the sidebar in your chat
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Written by
Stéphanie Clement
Updated over a week ago
Groups section
Groups - Overview - PM
Here is the procedure to follow to create the group or groups you want
Written by
Beverly Castro
Updated over a week ago
Calendar section
Calendar - Overview - PM
Here is how the Calendar feature can help you stay organized
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Written by
Stéphanie Clement
Updated over a week ago
Calendar - Internal event - PM
Here's how you can communicate events to your colleagues
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Written by
Stéphanie Clement
Updated over a week ago
Calendar - Resident event - PM
Here's how you can communicate events to your residents
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Written by
Stéphanie Clement
Updated over a week ago
Files section
Files - Overview - PM
Here's a short two-minute video to show you what you can do with the Files section.
Written by
Beverly Castro
Updated over a week ago
Files - How to create a file - PM
Here is how you can create a file
Written by
Beverly Castro
Updated over a week ago
Files - How to create a new folder - PM
Here is how you can create a folder
Written by
Beverly Castro
Updated over a week ago
Files - How to upload files to a single Unit - PM
Here is a short tutorial on how you can upload a file to a unit
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Written by
Stéphanie Clement
Updated over a week ago
Marketplace section
Marketplace - Overview - PM
Here's how resident can enjoy the marketplace
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Written by
Stéphanie Clement
Updated over a week ago
Rules section
Rules - Overview - PM
Here's a short two-minute video to show you what you can do with the rules section.
Written by
Beverly Castro
Updated over a week ago
Rules - How to create a rule - PM
Here is how you can create a rule
Written by
Beverly Castro
Updated over a week ago
Notifications section
Notifications - Notifications preferences - PM
Control the how, when and what on your notifications.
Written by
Info Usewalter
Updated over a week ago
Bookings section
Bookings - Overview - PM
Quickly view and navigate the reservations made by residents
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Written by
Stéphanie Clement
Updated over a week ago
Bookings - Switching to calendar view - PM
Here is how you can switch the calendar view in the reservation feature
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Written by
Stéphanie Clement
Updated over a week ago
Bookings - How to use the filters - PM
How can you use the filters to facilitate your search
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Written by
Stéphanie Clement
Updated over a week ago
Bookings - How to manage reservations - PM
Here is how you can manage existing reservations
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Written by
Stéphanie Clement
Updated over a week ago
Bookings - Create a New Reservation - PM
Here is how you can create a reservation for a residents
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Written by
Stéphanie Clement
Updated over a week ago
Contact section
Contact - Overview - PM
Here's a quick overview of the contact section in Usewalter
Written by
Info Usewalter
Updated over a week ago
Contact - How to create a Contact - PM
Here is how to create a contact
Written by
Beverly Castro
Updated over a week ago
Settings section
Settings - All Projects - PM
Here is how to use the settings for all your projects
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Written by
Stéphanie Clement
Updated over a week ago
Settings - What's the difference between Roles and Accounts - PM
Here's a detailed explanation regarding managing company roles and accounts
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Written by
Stéphanie Clement
Updated over a week ago
Settings - Individual Projects - PM
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Written by
Stéphanie Clement
Updated over a week ago
Condo manager section
Existing Clients (CM Local) - How to publish data on CM to be synced by Walter platform
Here is 2 ways you can make sure your new data in CM is ready to be synced in Walter
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Written by
Stéphanie Clement
Updated over a week ago
Existing Clients (CM Local) - Adding a Project/Building/Syndicat
If you already have a Usewalter account and want to add a new project to your account, here is how you can do it!
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Written by
Stéphanie Clement
Updated over a week ago
Existing Clients (CM Live and Local) - Deleting a Project/Building/Syndicat
If you already hava a UseWalter account and want to stop a project from synchronizing with your account, here is how you can do it!
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Written by
Stéphanie Clement
Updated over a week ago
Existing Clients (CM Live) - Adding a New Project/Building/Syndicat
If you already have a Usewalter account and want to add a new project to your account, here is how you can do it!
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - The name of my resident in Walter isn't the same in Condo Manager.
How come the residents name in Walter is not the same as in Condo Manager.
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - How to input a Family member in Condo Manager (Usewalter Sync)
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - How to input a Tenant in Condo Manager (Usewalter Sync)
Here is how to input a resident in Condo Manager for him to become a Tenant in Usewalter
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - Why are some residents missing after the sync?
Here is a technical explanation of how Condo Manager and Usewalter exchange resident information
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - How to input an Owner in Condo Manager (Usewalter Sync)
Here is how to input a resident in Condo Manager for him to become an Owner in Usewalter
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Written by
Stéphanie Clement
Updated over a week ago
Condo Manager FAQ - How does the information transfer between CM and UseWalter?
How does Usewalter Sync with Condo Manager
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Written by
Stéphanie Clement
Updated over a week ago
New Client (Using CM Live) - How to Integrate with Condo Manager
Here's how you can get the most out of Condo Managers integration with Usewalter
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Written by
Stéphanie Clement
Updated over a week ago
New Clients (Using CM Local) - How to Integrate with Condo Manager
In this article we will show you how to integrate Usewalter with Condo Manager.
Written by
Beverly Castro
Updated over a week ago
How to add other projects to your Usewalter account with Condo Manager - Gestionnaire
Here's a short four-minute video to show you how to add projects to Walter.
Written by
Beverly Castro
Updated over a week ago
Condo Manager API key - Automatic Sync
Here is how you can link your Condo Manager and Walter platforms together for automatic syncs.
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Written by
Stéphanie Clement
Updated over a week ago
Hopem section
New Clients (Hopem) - How to Integrate
Here's how you can benefit from Hopem's integration with Usewalter
Written by
Info Usewalter
Updated over a week ago
Hopem FAQ - How does the information transfer between Hopem and UseWalter?
How does Usewalter Sync with Hopem
Written by
Info Usewalter
Updated over a week ago
Magex Technologies section
New Clients (Magex) - How to Integrate
Here's how you can benefit from Magex's integration with Usewalter
Written by
Info Usewalter
Updated over a week ago
Magex FAQ - How does the information transfer between Magex and UseWalter?
How does Usewalter Sync with Magex
Written by
Info Usewalter
Updated over a week ago