Administration documentation covers account setup, users, roles, module permissions, invites, portal configuration, portal payments, letter setup, and application templates.

Administration Articles

Administration Overview

Account Details

Users and Access

Invites

Portal Configuration

Portal Payment Settings

Letter Setup

Application Builder

Administration Best Practices

What Administration Supports

Use Administration when account administrators need to manage agency defaults, user access, resident and partner portal configuration, online payment setup, letters, and application templates.

Recommended Starting Point

Start with Administration Overview. Use Users and Access for offboarding or permissions. Use Portal Configuration and Portal Payment Settings for resident-facing setup.

Related Documentation

Workflows

Tasks

Payments

Documents