Setup Checklist

Before inviting users

• confirm the correct subscription plan
• confirm expected building and unit count
• confirm who should be organization admins
• confirm which landlords belong to which buildings

Organization structure

• create all buildings
• verify building names and address data
• prepare residential units where needed
• confirm plan limits are not already exceeded

Staff setup

• invite or assign organization admins
• invite or assign landlords to the correct buildings
• verify that each landlord only sees intended buildings

Tenant setup

• prepare tenant invitation batches
• verify that each tenant will land in the correct building scope
• confirm the residential-unit flow is understood before rollout

Communication and support setup

• prepare the first important announcements
• prepare initial knowledge-base content
• review what should be tenant-visible versus staff-only

Operational readiness

• create a few test tickets
• verify personal versus community ticket behavior
• verify anonymous ticket masking
• verify comments, notes, attachments, and activity history
• verify analytics visibility for staff roles

Launch review

After launch, review:

• whether onboarding landed users in the correct scope
• whether ticket visibility matches expectations
• whether announcements are reaching the right audience
• whether plan limits or missing content are already causing friction

This checklist is intended to catch scope mistakes early, before they become operational problems.