Getting Started
Getting started with Assocentra
Learn the recommended order for setting up a new Assocentra organization.
A practical setup order
Assocentra works best when you establish the portfolio hierarchy before inviting residents or beginning daily operations.
- Confirm your organization profile and invite the staff members who will help with setup.
- Create each community and add or import its properties.
- Add people and connect them to the correct properties.
- Upload governing documents and create approved community rules as needed.
- Review resident-access readiness, then invite residents intentionally.
Use the onboarding checklist
Organization administrators can use the checklist on the application overview to see which setup milestones are complete. The checklist reflects current Assocentra data and does not prevent you from using other available areas.