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Usewalter Manager - Web
Usewalter Manager - Web
Everything you need to know to fully use the web manager functionality
+1
76 articles in this collection
Written by
Thierry,
Simon Godin,
Beverly Castro
and 1 other
Usewalter's help center section
How to Chat with Support - PM
Here's how Usewalter can answer your questions directly on the Manager page
Written by
Simon Godin
Updated over a week ago
How to find the Usewalter FAQs - PM
Here is how you can find the FAQ for Usewalter!
Written by
Simon Godin
Updated over a week ago
1st Memo Template - PM
Here's an idea for the first memo you can send to your residents
Written by
Simon Godin
Updated over a week ago
FAQ section
FAQ - Overview - PM
Let your residents self-serve and find their own answers
Written by
Simon Godin
Updated over a week ago
News section
News - Overview - PM
Here is a short overview of what you can achieve with the News Feature
Written by
Simon Godin
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
Written by
Simon Godin
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
Thierry
Updated over a week ago
News - Proxy feature - PM
Here is how you can utilize the proxy feature for your meetings
Written by
Simon Godin
Updated over a week ago
News - Publication Statistics - PM
Here is how you can view the residents that have seen your memo
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Resident - Create a new resident - PM
Here's how you can create a new resident in Usewalter
Written by
Thalie Skoda
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
Written by
Simon Godin
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
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Task section
Task - Overview - PM
Here is a quick overview of how you can use the task system
Written by
Simon Godin
Updated over a week ago
Task - Settings - PM
Here is how you can use the task settings
Written by
Simon Godin
Updated over a week ago
Task - Creating a Task - PM
Here is how you can create a task
Written by
Simon Godin
Updated over a week ago
Task - How to fill in the task information - PM
Here is what the different task information means
Written by
Simon Godin
Updated over a week ago
Task - Filters - PM
Here is how you can use th filters to better navigate the task section
Written by
Simon Godin
Updated over a week ago
Amenities/Reservations section
Amenity - Overview - PM
Here is how you can let your residents enjoy the amenities
Written by
Simon Godin
Updated over a week ago
Amenity - Manage current amenities - PM
Here is how you can edit your current amenities
Written by
Simon Godin
Updated over a week ago
Amenity - Booking options - PM
Here is how to understand the booking options
Written by
Simon Godin
Updated over a week ago
Amenity - Reservation types - PM
Here are the different reservation types with their definition
Written by
Simon Godin
Updated over a week ago
Amenity - Create a new amenity - PM
Here is how you can create a new amenity
Written by
Simon Godin
Updated over a week ago
Package section
Packages - Overview - PM
How can you use the package section to manager your residents orders
Written by
Simon Godin
Updated over a week ago
Packages - New Package Received - PM
Here is how you can handle the reception of a new package
Written by
Simon Godin
Updated over a week ago
Packages - How to use the filters - PM
Here is how you can find a package using the filters
Written by
Simon Godin
Updated over a week ago
Packages - Manage your parcel - PM
Here is how you can manage your existing packages
Written by
Simon Godin
Updated over a week ago
Chat section
Chat - Overview - PM
Written by
Simon Godin
Updated over a week ago
Chat - Chat box tools - PM
Here is how you can use the tools in your chatbox
Written by
Simon Godin
Updated over a week ago
Chat - Sidebar - PM
Here is how you can use the sidebar in your chat
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Calendar - Internal event - PM
Here's how you can communicate events to your colleagues
Written by
Simon Godin
Updated over a week ago
Calendar - Resident event - PM
Here's how you can communicate events to your residents
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Marketplace section
Marketplace - Overview - PM
Here's how resident can enjoy the marketplace
Written by
Simon Godin
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
Thierry
Updated over a week ago
Bookings section
Bookings - Overview - PM
Quickly view and navigate the reservations made by residents
Written by
Simon Godin
Updated over a week ago
Bookings - Switching to calendar view - PM
Here is how you can switch the calendar view in the reservation feature
Written by
Simon Godin
Updated over a week ago
Bookings - How to use the filters - PM
How can you use the filters to facilitate your search
Written by
Simon Godin
Updated over a week ago
Bookings - How to manage reservations - PM
Here is how you can manage existing reservations
Written by
Simon Godin
Updated over a week ago
Bookings - Create a New Reservation - PM
Here is how you can create a reservation for a residents
Written by
Simon Godin
Updated over a week ago
Contact section
Contact - Overview - PM
Here's a quick overview of the contact section in Usewalter
Written by
Thalie Skoda
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
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Settings - Individual Projects - PM
Written by
Simon Godin
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
Written by
Simon Godin
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!
Written by
Simon Godin
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!
Written by
Simon Godin
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!
Written by
Simon Godin
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.
Written by
Simon Godin
Updated over a week ago
Condo Manager FAQ - How to input a Family member in Condo Manager (Usewalter Sync)
Written by
Simon Godin
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
Written by
Simon Godin
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
Written by
Simon Godin
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
Written by
Simon Godin
Updated over a week ago
Condo Manager FAQ - How does the information transfer between CM and UseWalter?
How does Usewalter Sync with Condo Manager
Written by
Simon Godin
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
Written by
Simon Godin
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.
Written by
Simon Godin
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
Thalie Skoda
Updated over a week ago
Hopem FAQ - How does the information transfer between Hopem and UseWalter?
How does Usewalter Sync with Hopem
Written by
Thalie Skoda
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
Thalie Skoda
Updated over a week ago
Magex FAQ - How does the information transfer between Magex and UseWalter?
How does Usewalter Sync with Magex
Written by
Thalie Skoda
Updated over a week ago