Managemate

Share records with managers or board directors in Managemate instead of copying and forwarding emails.

How to Share Records to Managers and Board Directors in Managemate

Managemate's tags feature are lables you can add to any record to help you keep your records organized.

Using tags to organize and find your property history

Add a note to the conversation of a record in Managemate instead of sending emails.

How to Save, Update, & Delete a Note to a Record in Managemate

In this article, you will learn how to create a new tag.

How to Create, Edit & Delete a Tag

In this article, you will learn how to use Managemate's Tags feature

What is Tags Feature

Managemate offers a uniquely powerful feature tailored for condo operations, something you won’t find anywhere else.

What and How to Use the Managemate Cross Link of Records

Annual Planner & Activities Recurrence

Changes made to documents, projects, vendors, invoices and users are captured in each record’s changelog

Changelogs Capture and Display Changes Made to Records

Deleting and Restoring Records from the Recycle Bin of Managemate Application

Salim Dharssi

Chester

Learn about features like tags to help you manage your condo efficiently.

Useful Features

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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