Companies | Function overview

Content

• Where can I find the company overview?
• General settings
  • Company information
  • Managing team members
• Cockpit settings
• Feature settings
  • Text blocks for issue management
  • Role management for issue management
• Data management
  • Responsible persons
  • Invitation settings

In the company view, you manage your own company or external companies and all associated team members.

Team members with the "Companies | Manage companies" as well as "Companies | Manage team members" permission have access to this view. Please note, however, that certain sub-views and settings require separate permissions.

Where can I find the company overview?

Cockpit

1. Open Allthings Cockpit.
2. Click the gear icon at the bottom left to go to Administration.
3. Click Companies.
4. Select the relevant company from the list, or create a new one by clicking the + next to the "Companies" heading.

Compass

1. Open Allthings Compass.
2. Click Companies.
3. Select the relevant company from the list, or create a new one by clicking the + next to the "Companies" heading.

General settings

Company information

Required permission: Companies | Manage companies

Edit basic information:

• Name
• Logo
• Address data
• Company type (property management, external company)

Managing team members

Required permission: Companies | Manage team members

In addition to managing your company information, you can also add new team members or edit existing ones.

More information: Companies | Manage team members and permissions

Cockpit settings

Required permission: Companies | Manage companies

Edit the dashboard view for all team members in the Cockpit settings and create individual dashboard cards.

Feature settings

Make specific settings for your features:

Text blocks for issue management

Required permission: Companies | Manage companies

Create or edit individual text blocks that can speed up ticket processing in issue management.

More information: Issue management | Pre-defined text blocks

Role management for issue management

Required permission: Companies | Manage team members

Manage and create roles for your team members. This enables the automatic routing of tickets in issue management.

More information: Issue management | Automatic ticket routing and role management

Data management

Responsible persons (owners, building management)

Required permission: Companies | Manage companies; you must also be a team member of the relevant company.

Create and edit the data of responsible persons that can be added to the master data of properties, buildings or units.

More information: Companies | Create, manage and assign responsible persons

Invitation settings

Required permission: Companies | Manage companies

Learn how to configure the invitation settings, as well as how and when invitations are sent automatically to newly imported residents.

Note: Changes apply to the entire portfolio of the relevant company and affect all future invitations.

Functions at a glance

Automatic tenant invitations

• Newly imported residents are invited automatically.
• By default, the invitation is sent every 4 hours once the function is enabled.
• This setting can be enabled or disabled at any time.

Invitation language

• Defines the language in which automatic invitations are sent to imported residents.
• Available languages: German, French, English, Italian, Dutch and Portuguese.

Alias email feature

• This function automatically creates a system-generated email address for residents without a stored user address.
• The alias address makes it possible to manage these residents correctly in the system and to create tickets.
• Once an email address has been stored in the ERP system, the alias address is automatically replaced by it.

More information: Resident management | Alias email feature (system-generated email address)

SSO invitation

You will find this setting in the "Team member invitation settings" area.

• Defines where the button in the team member invitation email leads.
• When enabled, invited team members go directly to your company's SSO login page instead of the password setup page. This means they do not have to set a separate Allthings password.
• When disabled, the button leads to the password setup page as usual (standard flow).
• This option can only be enabled if SSO (Single Sign-On) is set up for your company. It is managed by Allthings.