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.