Yardi Kube

System Setup

Updating the operator profile

Setting booking options

Setting space availability display

Setting default company billing options

Setting default company group options

Setting payment method defaults

Setting default member portal options

Setting default prospect portal options

Setting default email template options

Setting default property options

Setting default contract options

Setting the default user security template

Setting up external reference captions

Setting MIMO tracker options

Operator Settings

Internal Users & Permissions

Adding an internal user

Reviewing and editing internal users

Archiving and activating internal users

Assigning a property list to an internal user

Assigning a culture setting to an internal user

Assigning a role to an internal user

Internal Users

Roles overview

Adding a role

Customizing role permissions

Customizing YSR report permissions

Archiving and activating roles

Customizing custom table permissions

Roles help you match an internal user's responsibilities in your company with the information they have access to in Kube. A role includes a set of permissions that control the individual pages and tasks internal users can access. After you add a role, you can customize the role's permissions to suit your organization's access needs. This section explains setting up internal user security access.

Roles & Permissions

Adding a property list

Property Lists

Generating an API key

API Settings

Adding a custom URL

Uploading website logo and favicon

Customizing customer portal colors

Viewing custom JavaScript

All Customer Portals

Customizing the member portal menus

Customizing the certificate of insurance menu text

Customizing the click to cancel menu prompt text

Setting up OpenID Connect

Member Portal

Customizing the prospect portal menus

Prospect Portal 

HubSpot integration setup

HubSpot Integration

Setting the background screen image

Customizing the home page section tiles and text

Adding authorized devices

Setup form types glossary

Default home page tiles and their forms

Visitor Management 

Adding a space group

Adding a booking discount group

Adding a 24/7 booking access group

Booking Groups

Templates

Reviewing and editing email templates

Restoring a property template back to the system template

Adding an email template for email workflows

Adding an email template for Activity Feed emails

Email template triggers and recipients

Email template token list

Email Templates

Creating a custom contract template

Assigning contract templates to properties

Replacing contract templates

Creating a custom contract template YSR report

Creating a custom invoice template

Creating a custom invoice template YSR report

Setting contract templates as ySign or ySign express templates

You can create system and property custom invoice and contract templates. System templates are used for all of your properties, and property templates are only used at the property you upload them at. Once you upload a property custom template, Kube uses that template instead of the system template. This section describes tasks you can complete to create custom invoice and contract templates.

Invoice and Contract Templates

Adding an SMS template for SMS workflows

SMS Templates 

Editing the ySign Express form templates

ySign Express template token list

ySign Express Templates

Editing the Move Out form templates

Move out template token list

Move Out Templates

When you set up Kube, you can import data to reduce manual data entry. If you have data from the legacy system, you can export it from the legacy system and import it into Kube. This section describes importing data into Kube.

Imports

Migrating data from the legacy portal to Kube

Exporting call accounting data from the legacy system to Kube

Setting up legacy system call accounting exports

Setting up automatic call accounting exports in the legacy system

Legacy Portal Data Exports

Importing data into Kube

Data import dependencies

Kube Imports

Custom Fields

Adding a user and company type

Industry Types

Adding a major and minor category

Customizing user fields

Setting optional contact record fields as mandatory

Customizing company fields

Setting optional company fields as mandatory

Customizing lead status labels

Customizing a tour status

CRM Custom Fields

Adding a contract type

Setting a default contract type

Adding a termination and discard type

Setting a default termination and discard type

Customizing contract fields

Contract Custom Fields

Adding a space type

Adding a space configuration

Activating space options

Customizing space custom fields

Space Custom Fields

Adding a support ticket category

Editing support ticket categories

Adding a support ticket priority

Editing support ticket priorities

Adding a support ticket status

Editing support ticket statuses

Support Ticket Custom Fields

Adding a brand custom field

Adding a territory custom field

Adding a market custom field

Adding a region custom field

Property Custom Fields Introduction

Property Custom Fields

Adding a move-in checklist item

Adding a move-out checklist item

Adding criteria to a checklist item

Describes creating and adding custom fields for MIMO Checklists.

Checklists Custom Fields

Adding a credit note reason (non-US regions)

Adding an automatic payment change reason

Receivables Custom Fields

Adding a company file category

Adding a user file category

File Category Custom Fields

Adding an email campaign category

Email Campaign Custom Fields

Adding an event category

Adding an event question

Event Custom Fields

Adding a standard check-in priority

Adding a standard check-in checklist item

Adding a standard check-in decline reason

Adding a renewal check-in checklist item

Adding a renewal check-in status

Check-In Custom Fields

Adding a membership type

Setting membership type priorities

Restricting property access for prospects and members with no membership

Memberships

Find answers and get help from Intercom Support and Community Experts

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