Managemate

Managemate sends an instant notification when a financial statement document is created, or when new files are added to an existing one, so managers and board directors know as soon…

How Financial Statement Notifications Work in Managemate

The Daily Agenda is a morning email, sent for each condo, listing what is due, starting, expiring or renewing that day, plus a short count of items that need attention.

How the Daily Agenda Email Works in Managemate

Portfolio Overview is one early morning email covering every condo you have access to, showing counts only, grouped by property, so you can see which properties need you before you…

How the Portfolio Overview Email Works in Managemate

The Daily Digest is an end of day email, sent for each condo, summarising everything that happened there in the last 24 hours, including notes and status updates.

How the Daily Digest Email Works in Managemate

The Weekly Digest is a Friday email, sent for each condo, summarising what happened over the past week and what is coming up in the next one.

How the Weekly Digest Email Works in Managemate

Managemate notifications can be delivered through different channels depending on the notification type and your preferences.
This article explains what each channel means and when to use it.

How Notification Channels Work in Managemate

If you are getting too many notifications, or not enough, you can update your settings in User Profile > Notifications. Includes which of the four scheduled emails suits your role.

Get the Right Amount of Notifications in Managemate

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Learn how to adjust your notification settings here.

Notifications

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

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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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