Create Limited Access Role

First start by creating a profile for Radius in the PMS. This will be a limited role that will ONLY be able to receive the specific occupancy report. We will have NO access to your PMS platform. 

  • Go to Corporate in top right
  • Navigate to Settings
  • Create a new role by clicking on "Roles"
  • Then click create "New Role"
  • Name the role "Radius"
  • Check off "view corporate reports"
  • Click "Create Role"

Create Limited Access User 

  • Navigate to Settings
  • Create a user account by clicking on "Users"
  • Create a "New User"
  • First name "Occupancy"
  • Last name "Network"
  • Enter the email address occupancy@unionrealtime.com for the login
  • Check off "Access to all facilities"
  • Click "Create User"

Schedule Occupancy Report

  • Go to "Report" section of corporate area
  • Scheduled reports and create a new one
  • Group Name will be "Radius"
  • Frequency will be "Monthly"
  • Report type is "Consolidated Occupancy" in .CSV format for the full company
  • Check off "All Facilities"
  • Recipient will be based on the role you just created "Occupancy Network"
  • Hit "save"

Address Lookup

The consolidated occupancy report does not contain addresses; therefore, we will need a one time report of your choosing that has facility name and address so that we can match occupancy to the appropriate address.

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