My Customer Cannot Access Their Properties

• In order for your customer to have access to each of their properties, you must Final Approve each property record.
• Whenever a new inspection (annual, bi-annual, quarterly) occurs on a property, the property needs to be final approved.  
• Follow these steps to Final Approve your property record:

If you would like to remove this approval process, skip to the second set of directions below (Removing the Approval process altogether).

Step 1: 

• Locate the Property in the FCS Core.

Step 2:

• Enter into the client portal by clicking the 'Client View' button. 

Step 3:

• Go to Edit Mode by clicking the Gear on the top of the screen (If you are not in edit mode already). 

Step 4:

• Click on the Submit for Final Approval Link

Step 5:

• Once submitted, the property needs to be approved using the Inspection Approval tool located inside of your Toolbox.  

• If you do not have this tool inside of your toolbox, contact an administrator to enable it.

Step 6:

• Locate and Approve the property. 

Your property is now accessible to your customers inside of their portal!!

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Removing the Approval process altogether

• If you would like your customer to always have access to a property or to all of their properties, you can turn the approval process off. Follow these steps:

Step 1: 

• Locate the Company/Property in the FCS Core.

Step 2:

• Enter into Edit Mode (Gear Icon).

Step 3:

• Locate and turn Off the Client View Approval. ​

• Turning the Client View Approval: Off on the Company level will turn off the approval process for all of the properties within that customer. 
• Turning the Client View Approval: Off on the property level will ONLY turn off the approval process for that property.