Users
To add a new staff member, navigate here
What is Settings>Users>Add staff member
The official accounting start date is also known as this
What is a "line in the sand" date?
A unit without a lease is known as this
What is a vacant unit?
A PM lost her phone and needs to sign in by asking the Admin to do this
What is Bypass 2Fa on next sign in
This subscription plan is ticket support only
What is Essential?
This User role has access to everything
What is an Administrator?
A transaction type with DEP represents this
What is a Deposit?
Listing contacts can be added in this menu
What is listing settings?
A PM doesn't have a settings menu on her account, you advise them to ask this other staff member with this role to navigate here
What is Administrator, Settings > User Roles > Administrative Menu
This plan gets a 10% discount
What is an annual plan?
A password, text number and/or authenticator app
What is 2FA?
This is used to record an expense
What is a Check?
Rentals units being listed to a site is known as
What is syndication?
A new customer wants to syndicate their listings, you do this?
What is submit a case and escalate it to the Syndication team
This plan is a minimum of 50 units
What is Growth?
Permission to View, Edit, Delete menu items
What is a User Role?
The tab which shows money tied to each property is known as this
What is the Balance breakdown?
Units that are not occupied can be found on this tab
What is unlisted units?
The Admin wants to add specific access to only 1 of their 5 Property Managers, you advise the customer to do this
What is create a new role for that specific PM
If a monthly plan is cancelled on July 15, this is the number of days remaining on the plan
What is 16 days?
PM is also a RO using the same email
What is a dual user?
The account type tied to the Opening balance deposit
What is Opening balance Equity?
A vacant unit represents this to a PM
What is potential loss of income?
Part of what usually comprises an opening balance is the tenants' SD. To allocate this to SD to the tenant as already paid, PM should do this
What is Issue credit on each ledger > Choose 3rd credit > Use Opening balance equity as the offsetting account > Apply it to SD
The Premium plans offers this primary enhancement to their Buildium account
What is API?