Content
- Set up your profile
- Invite team members via team management
- Incorporate your corporate identity through platform settings
- Master data import
- Familiarize yourself with Cockpit tools
- Invite app users and manage rental and ownership periods
This article outlines the essential steps to get you started with Allthings when logging into the Allthings Cockpit for the first time.
Detailed guides for each step are available through the Assistant and documented in our Help Center. The links provided will direct you to the appropriate guide or Help Center article.
Important: Please note that guides function only if you have the necessary permissions.
Set up your profile
Upon your initial login to the Allthings Cockpit, please set up your profile by adding a profile picture, updating your password, changing the language, managing email notifications, or recording your absence.
Note for ERP interfaces: If an ERP interface is present, your data (name, email, phone number) must be adjusted in the connected ERP system. The data will then be transferred to the Allthings platform.
Invite team members via team management
After setting up your profile, you can invite team members to the Allthings Cockpit and assign permissions. You will need the "Companies | Manage team members" permission for this.
Incorporate your corporate identity through platform settings
The Allthings platform allows you to customize the app to align with your corporate identity. Adjust the app name, logo, icon, background image, colors, and labels of features and themes.
Master data import
During the master data import for residential and commercial properties, you define which content and requests are assigned to specific units or offices.
This process is based on master data that should later be available in the Allthings Cockpit. Data can be integrated via an ERP interface, manual import, or manual creation/editing.
Alternatively, you can disable the use of master data in the platform settings. Once either the name or email address is stored in our system, the resident is considered addressable and can be informed about important events via email, thanks to seamless addressability of residents.
Familiarize yourself with Cockpit tools
Depending on your contract, different tools are available to you. The modular structure allows you to upgrade your platform as needed. If interested, contact your Allthings representative or explore the Allthings Marketplace.
Invite app users and manage rental and ownership periods
Whether a resident registers or not is less critical since the introduction of seamless addressability of residents. After import or invitation, residents are displayed as addressable users in the Cockpit, allowing you to create a ticket or inform them via email about an important bulletin board post. The invitation process itself remains unchanged. It is still very simple to invite residents to the app.