Chapter 07
Organisation, security and setup
How to set up a management firm, take over data, run the team with roles and assignments, secure the sign-in and manage templates, legal texts, e-mail intake and data protection.
7.1Set up a mandate and take over dataToday › Dashboard › Setup7.2Team, roles and property assignmentsSettings › Team & roles7.3Set up two-factor sign-inSettings › Sign-in & security7.4Set the firm's details and rulesSettings › Organization7.5Maintain text templates for messages and lettersSettings › Text templates7.6Review lease contract templates and generate contractsSettings › Lease contract templates7.7Legal texts, official forms and conciliation authoritiesSettings › Legal texts7.8Bring e-mails into the inboxSettings › E-mail intake7.9Follow long operations in the backgroundSettings › Background jobs7.10Answer data protection requestsPortfolio › Contacts › Data protection requests (FADP)7.11Use the audit log, the archive and offboardingSettings › Audit log7.12Contacting supportOpen help (?) › Send a request
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