Below you can find a list of our most frequently viewed solution articles. Not seeing the topic you need? Visit our support portal for a full list of articles and job aids.
Client User Registration and Getting Started
New User Registration (client-SSO) - To be used if you have an associa.us email address
New Client User Registration (Non-SSO) - To be used for IMCs that do not have an associa.us email
Community Archives Overview - Client App - This will provide a general overview of the Client Application
Community Notifications - How to subscribe to Community Notifications
Community Information, Document Management and Adding Inspections
Community Onboarding (Enterprise Client) - Instructions for Centralized branches with C3 integration on how to stage a Community to the Marketplace
Adding a New Community (No Accounting Integration) - Instructions on how to add a Community if your accounting system is not integrated
Community Questionnaires / Requests for Information - How to add or update Community information
Community Documents - Instructions for adding or updating a Community document
Community Inspections (i.e. CCIs) - How to complete an inspection for an order
PowerBI Reporting
Financials Report - Provides details on how to run and view reports related to revenue
Operations (V3) Report - Provides an overview of completed and pending orders