The Management Portal: Self storage overview

A quick guide to and overview of the main sections and functions of the Management Portal.

Overview


Overview

The Management Portal is where you'll manage every part of your business and operations.

Note: Certain parts of the system may not be accessible to specific users, depending on your setup and their assigned admin role in the system.


Analytics

Detailed analytics and reporting dashboard. Includes various reports and fully interactive graphs and tables. Custom dashboards and reports can also be deployed upon request.


Sites

Get a quick overview of all your sites & an occupancy snapshot for each. User labels to setup custom filters.


Users

Every registered user of the system, whether active paying customers, non-active users, disabled or staff will be listed here. You can create custom customer labels to assist in sorting.


Invoices

Track every invoice here, charge customers and export financial data. You can create custom invoice labels to assist in sorting.


Settings

The settings panel is accessible by clicking on your name on the top right of the application. 

In the Main settings, you can setup & edit general settings, website branding, emails, units, promotion & referral codes and charges.


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