Property Owner Onboarding
Set up your property records, track assets within each property, organize associated files, and keep connected information, documentation, and ongoing record activity in one place.
Set Up Your Account
Review settings, confirm your primary account, and add any additional users who need access.
Go To System SetupBuild Property Records
Add your properties, link contacts, and start organizing the records tied to each location.
Go To Core RecordsOrganize Assets And Files
Track assets within the property and keep associated files and records connected in one place.
Go To Property RecordsOverview
R2 onboarding for property owners is designed to help you set up your property records, track assets within those properties, organize documentation, and manage related tasks in one connected system.
Primary Focus
Property owners typically want a simple way to organize their properties, track what is associated with each one, and keep files and records easy to access.
Fastest Path To Value
Add a property, link a contact, add an asset, upload related files, and create a task. Once those records are connected, the system becomes much easier to use and maintain.
Phase 1 – System Setup
The first step after signing up is to configure your account, confirm access, and set up the users who need to work in the system.
Recommended Actions
Review System Settings
Confirm your account settings are configured the way you want before building records.
Confirm Your Primary Account
Make sure the primary account is assigned to the right person for top-level access and oversight.
Add User Seats If Needed
Set up additional users when others need access to the same property and asset records.
Update Your User Profile
Keep your account details complete and current before moving into daily record management.
Primary Account
The account created at signup is your primary system account. This account should be used for top-level oversight and overall record management.
User Seats
If others need access to the same records, each person should have their own login so the system can support shared information with appropriate access.
User Roles & Permissions
User roles define what each person can do within the system. Property owners typically use roles to separate administration, management, and day-to-day record access.
Admin
Highest level of access with full control over all records and system data.
- Can create, edit, and delete all records
- Oversees system configuration and setup
- Responsible for system management and oversight
Manager
Second level of access focused on managing records and supporting day-to-day operations.
- Can create and edit records
- Can manage records created by Users
- Cannot perform full system-level administrative actions
User
Standard operational role for working with assigned records and tasks.
- Performs assigned tasks
- Interacts with relevant records
- Typically focused on record updates and related work
Phase 2 – Build Core Records
After system setup, build your foundational property records. This is how you organize each property and the assets, contacts, files, and related information tied to it.
Add Properties / Locations
Properties or locations are the foundation of the system. All related records connect back to the property record.
Link Contacts
Add contacts directly to the property to represent owners, managers, tenants, or other associated parties.
- Linked to the property record
- Accessible from the Contacts page
Add Assets
Add assets within the property so equipment, tracked items, and supporting details are tied back to the correct location.
- Track assets within each property
- Keep asset records connected to the property record
- Can include assemblies when used in your workflow
Organize Files And Notes
Upload documents, store related files, and keep supporting information organized on the records where it belongs.
- Upload property-related files
- Add notes directly to connected records
Create Tasks
Once the property record is established, begin creating and assigning tasks tied to that property and its related records.
- Assign follow-up work
- Track maintenance and related activity
- Keep work connected to the right property
Key Concept
Build your property record first, then connect everything to it.
Property Is the Hub
Every contact, asset, file, and task connects back to the property record.
Records Are Connected
Records live on the property but can also be accessed independently across the system.
Organization First
Once your property records are structured, managing and updating them becomes simple.
Ongoing Property Management
Once your records are set up, managing your properties becomes an ongoing process of updating records, tracking work, and maintaining organization.
Manage Tasks
Use tasks to track work, follow-ups, and property-related actions.
Maintain Files
Keep documents organized and attached to the correct property or asset.
Update Records
Keep information accurate by updating records as things change over time.
Property Owner Setup Flow
Follow this setup sequence to organize your properties, assets, and records efficiently.
Configure System Settings
Set up your account and confirm access.
Add Users
Give access to anyone who needs to manage records.
Add Properties
Create your property records.
Link Contacts & Add Assets
Build out each property record.
The fastest way to get started is simple: add a property, link a contact, add an asset, upload files, and create a task. Once those records are connected, everything becomes easier to manage.
