Property management and accounts configuration

Before we can progress your order to installation, you'll need to log in to My Account and complete the Property Management and Accounts Configuration details in the To-Do List section. This focuses on listing your users and the levels of their accounts permissions/access. Once complete, this allows us to set up the accounting module as well as compile the relevant account and business details, onto your Alto system.

  1. Log in to your My Account
  2. The Homepage opens. Click the Alto-XXXXXX tab
  3. Your Order Status page opens, containing your To-Do List
  4. On Property Management and Accounts Configuration, click Click Here to access and make changes
    1. A list of users with permissions:
      1. Click Add for each additional user who will have an Alto licence
      2. Enter their Name and Job Title
      3. Click the dropdown menu to select their User Access Level 
      4. Tick if they will be attending one or both of the PM and Accounts training sessions
    2. The implementation process for Property Management and Accounts:
      1. Read through and review the information
    3. Signed by:
      1. Tick the box to confirm that you're an authorised representative of the company and that you've read and completed the above information
      2. Complete the notes boxes to fill in your First Name, Surname and Job Title
    4. Click Save changes

In the To-Do List, the Property Management and Accounts Configuration section updates, indicating if the section is complete or not.

  • Red triangle with an exclamation mark - Identifies any section that hasn't been completed in full 
  • Green circle with tick - Identifies a section that has been completed and submitted in full, with no further information required 

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