StorEDGE

NOTE BEFORE WATCHING VIDEO: Email address needs to include your company name which is not discussed in video.

• For username login please use the email in this format: "occupancy""yourcompanyname"@unionrealtime.com example: occupancypublicstorage@unionrealtime.com
• Please send a list of facilities with facility name as defined in StorEdge software and their addresses. This is a one time list so we can match to our database correctly. 

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"
• For username login please use the email in this format: "occupancy""yourcompanyname"@unionrealtime.com example: occupancypublicstorage@unionrealtime.com
• 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.