Yardi Kube

Sending an email from the Activity Feed

Adding a note to the Activity Feed

Adding a task to the Activity Feed

Logging an activity in the Activity Feed

Uploading files to the Activity Feed

Uploading a certificate of insurance to the Activity Feed

Managing tours in the Activity Feed

Adding an event in the Activity Feed

Activity Feed Introduction

Activity Feed

Creating a support ticket

Reviewing and editing a support ticket

Replying to a support ticket

Closing a support ticket

Members can add support tickets in the Member Portal when they encounter issues that require your assistance. This section describes support tasks.

Support Tickets

Member Portal

The member portal home page

Home Page

Adding a banner announcement to the Member Portal

Announcements

Adding a discussion to the Member Portal

Following and unfollowing discussions

Discussions

Prospect Portal

Prospect portal home page overview

Managing a member's visitor management settings

Viewing current visitors

Visitor Management 

Creating an email campaign

Archiving an email campaign

Email Campaigns 

Mapping spaces to a floor plan

Unmapping a space from a floor plan

Reviewing space statuses from a floor plan

Adding a contract from a floor plan

Adding a booking from a floor plan

Floor Plans 

Community Dashboard Tasks

Pre-registering a guest

Emailing the emergency list

Overview

Adding an event

Events

Bookings from the Community Dashboard

Bookings

Viewing the MIMO tracker

Changing the date and time of a MIMO

Updating the status of a MIMO

Viewing MIMO information

Sending MIMO emails

 Move In Move Out (MIMO)

Viewing and editing a move request

Closing a move request

Replying to a move request

Kube automatically adds a move request when a member completes a Move-In checklist item in Account Central. This section describes different move request tasks.

Move Requests

Viewing vacant spaces

Viewing expiring contracts

Contracts

The member directory

Member milestones

Members

Editing and assigning a standard check-in

Marking a standard check-in task complete

Marking a standard check-in task declined

Check-ins allow an organization to welcome a new company and build rapport. Check-ins additionally assess what is going well for a company, what needs improvement and how the organization can help. This section describes various check-in tasks.

Check-Ins

Floor Plans from the Community Dashboard

Floor Plans

Launching the Communications Hub

Communication Hub

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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.

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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

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CRM

Activity Feed

Support Tickets

Member Portal

Prospect Portal

Visitor Management

Email Campaigns

Floor Plans

Community Dashboard Tasks

Communication Hub