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.