Yardi Kube

Customers

Companies

Company Overview main information section

Company Overview billing section

Company Overview products & services section

The Company Overview is the first screen you see when you view a company's record and shows information about different aspects of company information by property. This section describes the Company Overview and its sections.

Company Overview

Adding a company

Reviewing and editing company information

Customizing company custom fields per property

Reviewing company history

Reviewing a company's organizational structure

Viewing the company snapshot

Reviewing and editing memberships

Adding additional memberships

Updating a company's primary contact

Archiving and activating companies

Deducting company one-time hours/credits

Deducting company one-time coworking passes

Assigning a user and company type to a company

Viewing and adding custom table information

Setting whether companies make automatic payments

Setting whether invoicing is automatic

Setting whether invoices are automatically emailed

Setting whether company charges are paid immediately or added to the monthly invoice

Setting whether a company is excluded from dunning

Making a company tax exempt (international regions)

Setting whether a company uses direct debit

Setting whether a company is exempt from late fees

Setting company custom late fees

Setting company net terms

Setting company split invoicing settings

Adding a company payment method

Setting a company's default payment method

Setting company payment card access

Company Accounting Settings

Assigning a booking discount group to a company

Selecting whether a company's members have access to company booking units

Selecting whether a company's members have access to company coworking passes

Assigning a 24/7 booking access group to a company

Selecting whether a company's members can only book using credits

Selecting whether a company's members use member or company booking units first

Selecting whether a company's members use member or company coworking passes first

Adding a company member group

Adding credit overage limits

Company Group Settings

Members Introduction

Members

Converting a member to a lead

Deducting member one-time hours/credits

Deducting member one-time coworking passes

Updating member custom fields

Updating member portal roles

Assigning a major and minor to a member

Assigning an industry type to a member

Assigning a user and company type to a member

Archiving and activating a member

Adding a member

Reviewing member history

Updating a member's email address/username

Viewing and editing a member's additional companies

Reviewing and editing member information

Unbanning a member

Banning members

Consolidating a member record

Member Information

Assigning a booking discount group to a member

Selecting whether a member has access to company booking units

Selecting whether a member has access to company coworking passes

Assigning a 24/7 booking access group to a member

Selecting whether a member uses member or company booking units first

Selecting whether a member uses member or company coworking passes first

Selecting whether a member can only book using credits

Member Group Settings

Lead to member flow overview (Prospect Portal)

Adding a lead

Reviewing and editing lead information

Reviewing potential lead duplicates

Reviewing lead history

Converting a lead to a member

Archiving and activating a lead

Assigning a user and company type to a lead

Assigning an industry type to a lead

Assigning a major and minor to a lead

Updating lead custom fields

Leads

Adding a contact

Reviewing and editing contact information

Converting a contact to a member or lead

Archiving and activating a contact

Assigning a user and company type to a contact

Updating contact custom fields

Contacts

Configuring member hours/credits amenities

Configuring member coworking pass amenities

Configuring data/Wi-Fi amenities

Configuring voice amenities

Configuring access control amenities

Amenities are products and services that your members and prospects can purchase. Certain amenities require configuration, or assignment to a specific member, in order for them to be used. This section describes configuring different types of amenities.

Amenity Configuration

Managing Open Desk seat check-ins

Coworking Passes

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English