Connect - Signing Up. The Dashboard

Connect - Signing Up. The Dashboard

InfoThis article is part of the Connect section.
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Introduction

Connect is a web-based application that helps property managers and homeowners interact more easily. It allows you to schedule meetings, manage tasks and keep track of cases and comments.

The diagrams below illustrate Connect's main features, structure and workflow options:

Structure

 
Workflow

 
Actions in Connect

 
Actions in CPL

 

Signing Up


Your administrator will create a Connect account for you and you'll receive an email with an invitation to sign up. The email will include a username and a temporary password.

  1. To sign up, click here to go to the Connect website and use the login details from the email. You will then be asked to change your password to one of your choice.

  1. Next, you will need to link your Connect login to your CPL account by entering your CPL username (not your email address) and CPL password. CPL 2 is the desktop application and CPL 3 refers to the Connect website. Click Link Accounts to finish the setup:



After linking your Connect and CPL accounts, you can log in to both using your email address and the permanent Connect password.

If you ever need to reset your password, just click Forgot Password on the login page.

The Dashboard


When you log in, you will see the Dashboard, which you can access anytime by clicking the Dashboard menu on the left.

Here, you will find:

  1. your Daily Itinerary (your meetings for the day)

  2. Actionable Cases

  3. Meetings, Tasks and Events scheduled for the current week.

Click on any case under Actionable Cases or select a diary entry in the Weekly Meetings section to view its details:



To return to the Dashboard, click the Dashboard menu again.

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