Configuration

How to get there: In the Owner portal, click Configuration in the sidebar (or go to /Owner/Configuration). The Configuration page lists organization-level options.

What you see: Sections or tabs for subscription/feature toggles, integrations, and other org-wide settings. Changes here apply to the whole organization, not only to your user account.

Why it matters: Owner-level config controls what the Management Company can use (e.g. which integrations are on). Review before changing so you don’t break something others rely on.

Steps: (1) On the Configuration page, find the section for Features or Subscription toggles. (2) You’ll see switches or checkboxes for modules (e.g. Maintenance, Reports, QuickBooks). (3) Turn a toggle on to enable that feature for the org, or off to hide it from Management users. (4) Save. Only options included in your plan will be available.

Tip: Disabling a feature may hide menus and data for that module; re-enable to restore. Check your plan before expecting a toggle to be available.

Steps: (1) On the Configuration page, open the Integrations (or similar) section. (2) You may see QuickBooks, accounting, or other org-level connections. (3) To connect: click the integration, sign in or authorize with the provider, and complete any mapping (e.g. chart of accounts). (4) To disconnect: use the option to remove or revoke the connection. Connection is often shared by all Management users.

Note: Some integrations are configured in Management instead of Owner; check the help or the menu where you use the integration.

Steps: (1) After editing any option on the Configuration page, click Save or Apply at the bottom of the section or page. (2) Wait for the success message. (3) Some changes apply immediately; others may require a refresh (F5) or the next login for Management users to see them.

Tip: If something doesn’t update, try refreshing the page or having users log out and back in.

What to know: Organization-level configuration applies to everyone using the Management app for your org. When you enable or disable a feature or integration, all manager users see the result—e.g. if you turn off QuickBooks, they lose access to that integration. Owner-only settings (e.g. billing, manager users) are not visible in Management; only what you expose via Configuration is shared.

Best practice: Communicate with your team before turning off a feature they use, and use the Owner Configuration as the single place for org-wide toggles so there’s no confusion.