Getting Started with Buildium Part 1 - Set Up Your Buildium Account

Get up and running with Buildium quickly so you can focus on more important things.

This is part 1 of a 4-part series that will help you position Buildium as the backbone of your business.

Getting Started with Buildium Part 1 - Set Up Your Buildium Account

 

Assignment #1:

    • Complete the guided setup.
    • Make sure all of your properties, units, tenants, and leases have been added.
    • Set up your opening bank balances.
    • Create Buildium accounts for your staff members.

 

The first time you sign in to Buildium, you’re prompted to Start Buildium setup and answer questions about your business—that’s our guided setup.

If you manage associations only, have a mixed portfolio (rentals and associations), or you accidentally left the guided setup before adding all of your properties, units, leases and/or tenants—we’ve got you covered:

 

Once guided setup is complete, you will be able to create Buildium accounts for your staff members.

    1. Navigate to Settings > Users and click Add staff member.

    2. You will be asked to assign a role to each staff member you create.

      Roles are used to assign different levels of permission to various staff members.

    3. To view, edit, or add new user roles, navigate to Settings > User roles.

Check out other videos in the Getting Started with Buildium series

Getting Started with Buildium Part 2 - Collecting Payments and Making Payments

Getting Started with Buildium Part 3 - Streamline your to-do list

Getting Started with Buildium Part 4 - Market and fill vacancies

Article #: 221612888

 

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