Keeping your personal information up-to-date and securing your account are crucial steps in maintaining a safe and personalised experience on Portal. Update your personal information, change your password, and enable 2-factor Authentication (2FA) for added security.
Step 2: Manage your Settings
Maintaining accurate property information is essential for effective communication and presenting a professional image. You can quickly update your property details and adjust your property settings, such as Time Zone.
Step 3: Manage your Integrations
Connecting your Property Management System (PMS) is straightforward and ensures seamless integration with our platform. Once you have enabled the connection with your PMS account in the Portal App, you can automate Smartkey/PIN generation, check-in, and more.
Step 4: Manage your Doors
You need to add Spaces to your property and map them to your PMS. In the Doors tab, you will be able to create Doors for your property manually or via uploading a CSV file.
Step 5: Manage your Devices
Devices refer to the locks that you will associate with your Doors in the system. Each Portal device, whether it's for a room door, amenity, or public entrance, must have a corresponding Door in the Portal. Therefore, you will need to create a Door for every Portal device you plan to install. For testing in the Staging/ Demo environment, you can add a Virtual device from the Portal app.
NOTE: After adding Doors in the Portal dashboard, to install Devices, you should download the Portal app and log in with the current dashboard credentials.
Step 6: To generate a successful key and PIN, ensure the locks are online. So before creating any key, make sure you have installed Airs via the Portal Staff app and locks are online.
Step 7: Manage Your Keys
By selecting the 'Keys' tab of the Dashboard, you can easily manage Keys for different guests, staff, and visitors. From this section, you’ll be able to view existing Keys and create new ones.