{"id":994,"date":"2019-11-18T14:51:56","date_gmt":"2019-11-18T21:51:56","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=994"},"modified":"2020-11-20T18:02:06","modified_gmt":"2020-11-21T01:02:06","slug":"how-to-configure-a-property-with-default-access-instructions","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-configure-a-property-with-default-access-instructions\/","title":{"rendered":"How to Configure a Property with Default Access Instructions"},"content":{"rendered":"<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><p>As a Property Manager, you can manage default access instructions. If you have lockbox codes or master key instructions for Service Providers, you should configure each property with default access instructions. These instructions will automatically appear on Work Orders sent to Service Providers.<\/p>\n<p>This is especially useful when we get permission to enter from residents because it simplifies scheduling and does not require the resident to be on site for the Service Provider to perform work.<\/p><\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoContactLatchel-Content\">Content<\/h1>\n<div class=\"toc-macro client-side-toc-macro conf-macro output-block hidden-outline\" data-headerelements=\"H1,H2,H3,H4,H5,H6,H7\" data-hasbody=\"false\" data-macro-name=\"toc\" data-macro-id=\"44ed44bb-0f19-42ea-8050-9a31e0822885\">\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"1\">Objective<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2\">Content<\/span>\n<ul>\n<li>Video Overview<\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span><\/li>\n<li>How to Configure Default Access Instructions at the Company Level<\/li>\n<li>How to Configure a Portfolio with Default Access Instructions<\/li>\n<li>How to Configure a Property with Default Access Instructions<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Video Overview<\/h2>\n<div class=\"video-shortcode\"><iframe title=\"Access Instructions Configuration\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/_kblIGOCthg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<h2 id=\"id-(CustomerGuide)HowtoupdateyourSubscriptionPaymentMethod-Step-by-StepGuide\">Step-by-Step Guide<\/h2>\n<h3>How to add Default Access Instructions at the <span style=\"text-decoration: underline;\">Company<\/span> Level<\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \">\n<div class=\"fusion-alert-content-wrapper\">\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note:<\/strong> The Default Access Instructions set at the Company Level will automatically apply to <strong>all portfolios and properties<\/strong> on the account. To learn more about configuration inheritance and how to override company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<\/div>\n<\/div>\n<p><strong>Step 1. <\/strong>Click the <strong>dropdown <\/strong>menu on the far right-hand side of your portal and click <strong>Account Settings<\/strong><\/p>\n<p><img class=\"alignnone wp-image-935\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2-300x104.png\" alt=\"\" width=\"407\" height=\"141\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2-200x69.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2-300x104.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2.png 388w\" sizes=\"(max-width: 407px) 100vw, 407px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 2.<\/strong> Under the <strong>Details<\/strong> tab, scroll down to the Maint. Communication Settings section. From here, you will see an editable field under Default Access Instructions. Type the instructions for the Service Provider and click <strong>Save<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1505\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533.png\" alt=\"\" width=\"370\" height=\"538\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533-200x291.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533-206x300.png 206w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533-400x582.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533-600x873.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533-704x1024.png 704w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T103623.533.png 730w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<h3>How to Configure a <span style=\"text-decoration: underline;\">Portfolio<\/span> with Default Access Instructions<\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note:\u00a0<\/strong>The Default Access Instructions set at the Portfolio Level will automatically be applied to <strong>all properties within<\/strong> that portfolio. To learn more about configuration inheritance and how a single property can override Portfolio &amp; Company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<p><strong>Step 1. <\/strong>Click the <strong>Portfolio<\/strong> tab at the top of your portal<\/p>\n<p><img class=\"alignnone size-full wp-image-1424\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-Portfolios-gif.gif\" alt=\"\" width=\"758\" height=\"614\" \/><\/p>\n<p><strong>Step 2.<\/strong> Next, click on the name of Portfolio<\/p>\n<p><img class=\"alignnone size-full wp-image-1425\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-name-of-portfolio-gif.gif\" alt=\"\" width=\"752\" height=\"610\" \/><\/p>\n<p><strong>Step 3.<\/strong> Under the <strong>Details<\/strong> tab, scroll down to the Maint. Communication Settings section. From here, you will see an editable field under Default Access Instructions. Type the instructions for the Service Provider and click <strong>Save<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1503\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Default-Access-Instructions-Portfolio.gif\" alt=\"\" width=\"759\" height=\"513\" \/><\/p>\n<p><strong>Step 4.<\/strong> Ensure the &#8220;<strong>This portfolio has no access instructions&#8221; <\/strong>toggle is OFF. If this toggle is OFF, it should appear grey and positioned to the left.<\/p>\n<p><img class=\"alignnone wp-image-1504\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534.png\" alt=\"\" width=\"522\" height=\"227\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534-200x87.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534-300x130.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534-400x174.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534-600x261.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T102831.534.png 718w\" sizes=\"(max-width: 522px) 100vw, 522px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>How to Configure Default Access Instructions at the <span style=\"text-decoration: underline;\">Property<\/span> Level<\/h3>\n<p><strong>Step 1.<\/strong> Log into the Latchel Portal<\/p>\n<p><strong>Step 2.<\/strong> Click the <strong>Properties<\/strong> tab at the top of your portal<\/p>\n<p><img class=\"alignnone size-full wp-image-1428\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-properties-tab-gif.gif\" alt=\"\" width=\"754\" height=\"616\" \/><\/p>\n<p><strong>Step 3.<\/strong> Search for the property and click on the <strong>address<\/strong><\/p>\n<p><img class=\"alignnone size-full wp-image-1429\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-property-address-gif.gif\" alt=\"\" width=\"778\" height=\"622\" \/><\/p>\n<p><strong>Step 4.<\/strong> Under the <strong>Details<\/strong> tab, scroll down to the Maint. Communication Settings section. From here, you will see the property inherited the Access Instructions from the Portfolio level. To override this, click <strong>override<\/strong> and then select then type the property&#8217;s Access Instructions and then click <strong>Save.<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1506\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Default-Access-Instructions-Property.gif\" alt=\"\" width=\"781\" height=\"439\" \/><\/p>\n<p><strong>Step 6.<\/strong> Ensure the &#8220;<strong>This property has no access instructions&#8221; <\/strong>toggle is OFF. If this toggle is OFF, it should appear grey and positioned to the left.<\/p>\n<p><img class=\"alignnone wp-image-1507\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272.png\" alt=\"\" width=\"535\" height=\"222\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272-200x83.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272-300x125.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272-400x166.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272-600x249.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-2020-06-01T104500.272.png 722w\" sizes=\"(max-width: 535px) 100vw, 535px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Video Overview Step-by-Step Guide How to Configure&hellip;<\/p>\n","protected":false},"author":12,"featured_media":821,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[353],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Configure a Property with Default Access Instructions | Latchel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/latchel.ticksites.com\/wp2\/how-to-configure-a-property-with-default-access-instructions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Configure a Property with Default Access Instructions | Latchel\" \/>\n<meta property=\"og:description\" content=\"Content 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