Installation and Setup

Guide to setting up your SubletGuard dashboard and managing your organization.

Installation and Setup

Getting Started

Welcome to SubletGuard! Follow these steps to set up your dashboard and start managing your properties.

1. Create an Account

1. Visit the SubletGuard Sign-Up Page.
2. Enter your email address, create a password, and fill out any other required fields.
3. Click Sign Up to create your account.
4. Check your email for a verification link and follow the instructions to verify your email address.

2. Log In

1. Visit the SubletGuard Login Page.
2. Enter your email address and password.
3. Click Log In to access your dashboard.

3. Create an Organization

1. Once logged in, go to the Organizations tab in the sidebar.
2. Click the Create New Organization button.
3. Enter your organization name, contact information, and any other required details.
4. Click Create Organization to save your new organization.

4. Invite Organization Members

1. Navigate to the Members section within your organization settings.
2. Click the Invite Members button.
3. Enter the email addresses of the people you want to invite.
4. Choose their roles (e.g., Admin, Member).
5. Click Send Invites to send invitation emails.

5. Add Properties

1. Go to the Properties tab on your dashboard.
2. Click the Add Property button.
3. Enter property details such as address, unit number, and any other relevant information.
4. Click Save Property to add it to your list.

6. Set Up a Watchlist

1. Navigate to the Watchlist tab on your dashboard.
2. Click the Add Watchlist Item button.
3. Enter details such as property address and criteria for monitoring.
4. Click Save Watchlist Item to add it to your watchlist.

7. Set Up Alerts

1. Go to the Alerts section in your dashboard.
2. Click the Create Alert button.
3. Choose the type of alert you want to receive (e.g., changes in property status, potential subleasing activity).
4. Configure alert settings, including notification preferences.
5. Click Save Alert to activate your alert preferences.

8. Explore Your Dashboard

• Customize your dashboard by adding or removing widgets to suit your needs.
• Use the various features to monitor properties, manage watchlist items, and stay updated with alerts.

Need Help?

For assistance with API and CRM integrations, or if you have any questions, please reach out to us at [email protected].

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Feel free to adjust the steps and details according to your specific setup and features. This guide provides a clear overview for new users to get started with SubletGuard.