Here at TopUp, our friendly Yardi consultants spend their days (and sometimes nights) helping real estate professionals get more from their Yardi systems. This often includes putting together bespoke training guides and walkthroughs for our clients. So, we thought it'd be a great idea to share some of the the Yardi walkthroughs that clients have found useful.
Our task commenced with a series on Yardi's most underused features (make sure you check that out). Now, we're going to continue with a slightly more general "How to Yardi" theme where we'll produce some short guides on some of Yardi's most useful features.
The first suggestion from our own Yardi Consultancy team is on setting up new Yardi users and permissions. This is important for several reasons.
Yes, we have a vested interest in making sure you know what to do. But with full disclosure out of the way, we can now move on to the guide itself.
In this video, you'll be guided through the process of setting up a new user account in Yardi Voyager and configuring the user's permissions. It's a great first step in unlocking the full potential of your Yardi system. So, let's dive in!
If you're following along and need help at any point, please don't hesitate to reach out.
Richard is a Chartered Marketer who is helping TopUp to continue its year-on-year growth. He's very excited about Hydra—your next favourite real estate product!
Want to create reusable templates that optimise your workflow? Richard Duddy explains the benefits and shows how to use Recurring Payables with worked examples.