Connect - Signing Up and the Dashboard

This article is part of the Connect section.

Find all related articles here:

Connect

Introduction

Connect is a web-based application designed to help property managers and homeowners interact more easily. It allows you to schedule meetings, manage tasks, track cases, view jobs and estimates and manage comments. You can also manage settings for the New Client Portal in Connect.

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

Structure

 

Workflow

 

Actions in Connect

 

Actions in the core system

Signing Up

To use Connect, you must have a core system user account.

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

1. To sign up:
   
1. Click here to go to the Connect website.
   
2. Enter the login details from the email.
   
3. Change your password to one of your choice.
   
   

1. Next, you must link your Connect login to your CPL account:
   
1. Enter your CPL username (not your email address) and CPL password.
   

CPL 2 refers to the CPL desktop application, while CPL 3 refers to the Connect website.

1. Click Link Accounts to finish the setup:
   

1. To reset your password, click Forgot Password on the login page.

After linking your accounts, use your email address and the new Connect password to log in to both CPL and Connect. 

The Dashboard

After logging in, you'll land on the Dashboard. Access it anytime by clicking the Dashboard menu on the left.

Here, you'll find:

1. Your Daily Itinerary (meetings for the day)
   
   
2. Actionable Cases
   
   
3. Meetings, Tasks and Events scheduled for the current week.
   

Click on any entry to view and manage its details:

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