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Yardi Client Central User’s Guide

Yardi Client Central User’s Guide A S Corporate Website Client Central y_clc_nfd_rev_a

A S

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Documentation and Online Help Published by Yardi Systems, Inc. 430 South Fairview Avenue Santa Barbara, CA 93117

© 2015 by Yardi Systems, Inc. All rights reserved.

This product or document is protected by copyright, trademark and other intellectual property laws. Use of the product or document is subject to the terms and conditions of an authorized Yardi Systems, Inc. software license or other agreement including, but not limited to, restrictions on its use, copying, disclosure, distribution and decompilation. NOTHING IN THIS DOCUMENTATION IS INTENDED TO SUPERSEDE ANY EXPRESS WRITTEN AGREEMENTS PROVIDED BY YARDI SYSTEMS FOR PORTIONS OF ANY YARDI SYSTEMS PRODUCT OR SERVICE OTHER THAN THIS DOCUMENTATION. No part of this product or document may be disclosed or reproduced in any form by any means without the prior written authorization of Yardi Systems, Inc. This product or document contains proprietary information about software processes, algorithms, and data models which is Confidential Information, and constitutes trade secrets, and which is intended for utilization solely in connection with Yardi software licensees' use of Yardi software and for no other purpose.

The inclusion of any references to third-party products and services in this documentation does not imply endorsement by Yardi Systems of such products or services or the third party, or an affiliation between Yardi Systems and such third party. Yardi Systems is not responsible for, and does not control, any third-party products and services including, without limitation, the compatibility, performance, content, trustworthiness, legality, or any other aspect of such products and services.

RESTRICTED RIGHTS: This documentation is a “Commercial Item” consisting of “Computer Software Documentation,” as those terms are defined in Federal Acquisition Regulation 48 C.F.R. 2.101. Consistent with 48 C.F.R. 12.212 and 48 C.F.R. 227.7202-1 through 227.7202-4, U.S. government end users acquire this documentation with only the rights specified in the corresponding license.

The product described in this manual may be protected by one or more U.S. patents, foreign patents, or pending applications.

TRADEMARKS

Yardi®, Yardi Systems, Inc., the Yardi logo, Beacon, CHECKscan, COLLECTplus, Concierge, CONDOCafé, Conductor, CTI, DIY Real Estate Solutions, ENERGYplus, Enterprise, Executive Dashboard, Genesis, Insight, Inspector General, Orion, PAYplus, PAYscan, Point2, Portal, PortfolioVMF, Procure to Pay, PROCUREplus, PropertyShark®, rCash®, RENTCafé, RENTmaximizer, Sentinel, SiteStuff®, Voyager, Yardi Energy Solutions, yCheck, and yXfer are trademarks or registered trademarks of Yardi Systems, Inc. in the United States and may be protected as trademarks in other countries.

All third-party trademarks are the property of their respective owners.

YARDI SYSTEMS, INC. HAS ATTEMPTED TO ENSURE THE ACCURACY AND QUALITY OF THE CONTENT DESCRIBED IN THIS PRODUCT OR DOCUMENT; HOWEVER, IT IS PROVIDED ON AN “AS IS” BASIS WITHOUT WARRANTY OF ANY KIND. TO THE EXTENT PERMITTED BY APPLICABLE LAW, YARDI DISCLAIMS ALL IMPLIED WARRANTIES WITH RESPECT TO THIS DOCUMENT AND THE PROCEDURES AND TECHNIQUES IT DESCRIBES INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR INTENDED PURPOSE, TITLE, NON-INFRINGEMENT, COURSE OF DEALING OR COURSE OF PERFORMANCE. YARDI MAKES NO WARRANTY THAT (i) THE INFORMATION AND MATERIAL HEREIN WILL MEET YOUR REQUIREMENTS, OR (ii) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE INFORMATION AND MATERIALS HEREIN WILL BE ACCURATE OR RELIABLE. YARDI, ITS SUPPLIERS OR ANY THIRD PARTY MENTIONED IN THIS PRODUCT OR DOCUMENT DISCLAIM AND, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN YOUR JURISDICTION, SHALL NOT BE LIABLE FOR, ANY TYPE OF DAMAGES RELATED TO THIS DOCUMENTATION OR ITS USE, OR PERFORMANCE OR NON-PERFORMANCE OF ANY SOFTWARE,HARDWARE, SERVICE, OR ANY THIRD PARTY PRODUCTS AND SERVICES INCLUDING WITHOUT LIMITATION ANY OF THE FOLLOWING DAMAGES: ANY DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL, SPECIAL OR EXEMPLARY DAMAGES RESULTING FROM THE USE OF THIS DOCUMENT.

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Document Changes

The following table lists the plug-in versions documented in each manual revision. To determine which plug-in versions you use, select Administration > About. If a manual documents multiple plug- ins, use the manual revision associated with the most recent plug-in version you use.

A number following the revision letter indicates changes since the previous revision are non-substan- tive: style, pagination, and so on. Thus, revision a.1 contains the same substantive material as revision a.

 

Document

Publication Date

Revision

Newly Documented Software

Other Substantive Changes

30 April 2015

a

new document

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Yardi Client Central

In this document:

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User

 

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Finding Resources on Client Central

 

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User Management

 

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This document describes the updated Yardi Client Central.

Login

document describes the updated Yardi Client Central. Login The Client Central login screen appears when you

The Client Central login screen appears when you access the Client Central URL.

Yardi provides login credentials to your organization’s Client Central administrator. Your Client Central administrator or any other member of the Admin group can use the User Management feature to add and manage users.

use the User Management feature to add and manage users. For information about the Admin group,

For information about the Admin group, see “Adding and Editing Groups” on page 17.

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Forgotten Password

If you forget your password, click Forgot Password to open the Password reset screen.

click Forgot Password to open the Password reset screen. After you enter your email address and

After you enter your email address and click Send, the system sends you a link you can use to reset your password.

User Interface

Yardi Client Central User’s Guide

User Interface Yardi Client Centra l User’s Guide Video list User menu Site menus Site search

Video list

User menu

Site menus

Site search

Updates and notices

Document filter

Document search

Documents

Video filter

Video window

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User menu

Provides access to two menu items:

Profile Opens the User Profile screen, which you can use to update your name or mobile-phone number, and to specify whether you want to receive email updates about Client Central and Yardi Systems.

Logout Logs you out of Client Central and opens the login screen.

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Yardi Client Central

Site menus

Home

Opens the Welcome to Yardi Client Central page (the page that appears when you log in

to Client Central).

Cloud

Provides access to Yardi Cloud applications and support.

Product Resources

Provides access to general, product-specific, and module-specific resources

like manuals and training videos, and to information about events. You can access many of the same resources from the Home screen, but selecting Product Resources page limits the displayed resources to those matching the selected product or module.

Support

Provides access to screens for adding and reviewing cases, as well as to the Yardi

Knowledge Base.

Licensing

Displays license information for the Voyager installation in use.

User Management

Provides access to screens for adding and editing user credentials and user

groups.

Site search

Finds documents, videos, and web pages that match the search criteria. For more information, see “Using Site Search” on page 14.

Updates and notices

Information about updates to Client Central, and notices of upcoming events.

Document filter

Determines which documents appear in the Documents list. For more information, see “Finding Documents in the Document Library” on page 6.

The filter includes three fields:

Type Resource category:

Archived Manual

Manuals prior to the current revision.

Conference Materials and other conferences.

Handouts, PowerPoint slide shows, and other documents from YASC

Documents describing changes associated with a plug-in release.

New Features

Newsletter

Other

Documents that don’t fit any of the other categories.

Product Manuals

Formal documentation like user’s guides, setup guides, and so on.

Release Notes

Sample Reports

TechNotes

White papers and other informative documents.

Videos & Webinar Recordings

Videos and recordings from conferences and webinars. For

training videos, see the Video Library, further down the Home page.

Product Product category.

Module

Product subcategory.

Document search

Finds documents that match the search criteria.

Documents

Documents that match the document filter or document search criteria. In the absence of document filter and search criteria, this section displays the documents most recently added to Client Central.

Video filter

Determines which videos appear in the Video list. Current options include Voyager 6 and Voyager 7 s . For more information, see “Finding Training Videos in the Video Library” on page 9.

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Video window

Initial screen for the video selected from the video filter list. When you click the play button, the video plays here. If no video is selected, this area is empty.

Video list

Video categories and titles.

Categories are indicated by an oval containing the number of videos in the category. In the the number of videos in the category. In the

preceding graphic, the RENTMaximizer category has two (2) videos. Click a category to view a list of the category’s videos.

Titles are indicated by a greater-than sign (>). Click a title to view the video in the videoClick a category to view a list of the category’s videos. window. Finding Resources on Client

window.

Finding Resources on Client Central

In this section:

Finding Documents in the Document Library

 

6

Finding Training Videos in the Video Library

9

Using Product Resource Pages

 

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Using Site Search

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.14

This section describes how to find resources on Client Central.

You can reach most manuals, release notes, other documents through the Document Library section of the Home page.

You can reach most training videos through the Video Library section of the Home page.

Many Yardi products and modules have a dedicated Product Resource page that displays only resources pertinent to that product. These pages are useful for browsing resources associated with a product or module.

You can also find resources by using the Site Search feature.

This section describes how to find resources using all of these methods.

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Yardi Client Central

Finding Documents in the Document Library

The simplest way to find a specific document is through the Document Library section of the Home page.

through the Document Library section of the Home page. The following procedure describes an order for

The following procedure describes an order for using the filter and search features. You can, however, use these features in any order. This is especially useful if you want to see all of the documents available for a product or module. You could, for example, select Voyager 7S from the Product list and Affordable from the Module list to view all Voyager 7 s Affordable documents: archived manuals, release notes, new features, and so on.

To find a document in the Document Library

1 On the Home page, in the Document Library section, select the Type of document you want to view.

section, select the Type of document you want to view. For the most recent manuals, choose

For the most recent manuals, choose Product Manuals. For descriptions of other types, see “Document filter” on page 4.

EXAMPLE Selecting Product Manuals from the Type list limits display to the most recently uploaded product manuals.

EXAMPLE Selecting Product Manuals from the Type list limits display to the most recently uploaded product

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2 Select the Product for which you want to view documents.

EXAMPLE Because the Type is still set to Product Manual, selecting Voyager 7S from the Product list limits display to the most recently uploaded product manuals for Voyager 7 s .

most recently uploaded product manuals for Voyager 7 s . 3 Select the Module for which

3 Select the Module for which you want to view documents.

EXAMPLE Because you previously selected a Type and Product, selecting Financials limits display to Voyager 7 s product manuals in the financials category.

Type and Product , selecting Financials limits display to Voyager 7 s product manuals in the
8 Yardi Client Central 4 To further limit the results, type a few characters, a
8
Yardi Client Central
4
To further limit the results, type a few characters, a word, or a phrase in the Document Library
Search field.
EXAMPLE Typing seg limits the results to two versions of the Segment User’s Guide.
When the Type is set to Product Manuals, the Document Library typically displays only the most recent revision
of a manual, but it may sometimes display one prior revision. For older manuals, select Archived Manuals.
5
If you want to view a different type of document, select a different Type.

EXAMPLE Selecting Conference Materials from the Type list while leaving the other filter fields and the search field as-is limits display to conference materials about segments in Voyager 7 s .

other filter fields and the search field as-is limits display to conference materials about segments in

Yardi Client Central User’s Guide

9

Finding Training Videos in the Video Library

The simplest way to find a training video is through the Video Library section of the Home page.

is through the Video Library section of the Home page. To find videos other than training

To find videos other than training videos—for example, videos from conferences or webinars—search the Document Library using the Videos & Webinar Recordings Type filter, or use Site Search. For more information, see “Finding Documents in the Document Library” on page 6 or “Using Site Search” on page 14.

To find a training video in the Video Library

1 On the Home page, in the Video Library section, select the Voyager version for which you want to view videos.

EXAMPLE Selecting Voyager 7S from the Select an Option list limits display to categories containing Voyager 7 s videos.

Selecting Voyager 7S from the Select an Option list limits display to categories containing Voyager 7

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Yardi Client Central

2 Click the oval for the category containing the videos you want to view.

EXAMPLE Because the Voyager version is set to Voyager 7S, clicking Investment Management causes Client Central to display the quantity of titles indicated by the number on the category oval— in the following graphic, nine (9).

to display the quantity of titl es indicated by the number on the category oval— in

3 Click the title of the video you want to view.

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EXAMPLE Clicking Essential G/L Accounts Part 1 causes the initial screen for the video to appear to the right of the Video Library list.

video to appear to the right of the Video Library list. To view the video, click
video to appear to the right of the Video Library list. To view the video, click

To view the video, click the Play

the Video Library list. To view the video, click the Play button. Using Product Resource Pages

button.

Using Product Resource Pages

Many Yardi products and modules have a dedicated Product Resource page that displays resources pertinent to that product. Links to these pages appear in the Product Resources menu. These pages are useful for browsing resources associated with a product or module.

for browsing resources associated with a product or module. Product Resource pages use the same filter

Product Resource pages use the same filter and search features as the Document Library. For more information about these features, see “Finding Documents in the Document Library” on page 6.

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Yardi Client Central

To use a product-resource page to find a resource

1 From the Product Resources menu, select the menu item for a product.

The screen for that product appears, with a list of resources. Client Central sets the Product filter and, if your selection was a module, the Module filter.

EXAMPLE

to Procure to Pay (P2P) and the Module set to PAYscan.

Selecting PAYscan displays the PAYscan Software Resources page with the Product set

the Module set to PAYscan . Selecting PAYscan displays the PAYscan Software Resources page with the

Yardi Client Central User’s Guide

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2 To further limit the results, type a few characters, a word, or a phrase in the Search field.

EXAMPLE Typing 12 limits the results to documents with “12” in the title, like release notes for PAYscan Plug-in 12.

in the title, like release notes for PAYscan Plug-in 12. 3 Change the Type selection to

3 Change the Type selection to view different types of resources for the product.

to view different types of resources for the product. For more information about the Type filter,

For more information about the Type filter, see “Document filter” in the table in “User Interface” on page 3.

EXAMPLE Selecting Archived Manuals limits the display to earlier revisions of PAYscan documentation with “12” in the title.

Selecting Archived Manuals limits the display to earlier revisions of PAYscan documentation with “12” in the

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Yardi Client Central

Using Site Search

You can use the Site Search feature to find documents, videos, and web pages. The search features associated with the Document Library and Video Library find only those resources stored in the Docu- ment Library and Video Library, but Site Search finds any kind of resource from anywhere on Client Central.

To use Site Search to find a resource

1 In the Site Search field that appears near the top right of the Home page, type a word or phrase and then either press Enter or click the magnifying-glass icon at the right end of the field.

Client Central displays the search results, which may include both documents and videos.

at the right end of the field. Client Central displays the search results, which may include
at the right end of the field. Client Central displays the search results, which may include

Yardi Client Central User’s Guide

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2 If you want to limit the display by category, click an item in the Categories section.

by category, click an item in the Categories section. Category options are the same as the

Category options are the same as the Type options described in “Document filter” on page 4.

3 If you want to limit the display by type or module, click items in the Products and Modules sec- tions.

4 If you want to view only web pages pertinent to the filter and search criteria, click items in the Pages section.

User Management

In this section:

Adding and Editing User

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Adding and Editing Groups

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.17

This section describes how to add and edit Client Central user records, and how to add and edit user- group records.

Client Central users who are members of the Admin group can add and manage users.

By default, menu security for the Admin group includes access to the User Management menu and its three menu items: for the Admin group includes access to the User Management Groups , User Management , and Groups, User Management, and User Profile. Group settings are configurable, so members of other groups may also have access to the User Management menu and all or some of its menu items.

Adding and Editing User Records

Each person with access to Client Central must have a user record. The user record contains the user’s name, email address, and phone number, and identifies the user as a member of a user group. Group membership determines which menu items the user can see and use. (If the menu or menu item is vis- ible, it is usable.)

For information about adding and editing groups, see “Adding and Editing Groups” on page 17. use. (If the menu or menu item is vis- ible, it is usable.) This section describes

This section describes how to add and modify user records.

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Yardi Client Central

To add a user

1 From the User Management menu, select User Management. The User Management screen appears, listing existing users sorted by Group.

If you do not see a User Management menu or menu item, you are logged in as a member of a group that does not have access to that menu or menu item.If you do not see a User Management

To sort by a different category, click the column heading for that category. For example, to sort by last name, click Last Name . Clicking twice sorts in reverse (Z, Y, X instead of A, B, Last Name. Clicking twice sorts in reverse (Z, Y, X instead of A, B, C).

twice sorts in reverse (Z, Y, X instead of A, B, C). 2 Click +Add User

2 Click +Add User. The User Management Detail screen appears.

3 Complete the screen.

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Complete the screen. Yardi Client Central User’s Guide 17 The Group setting determines which menus and

The Group setting determines which menus and menu items the user can see and use. For information about adding and editing groups, see “Adding and Editing User Records” on page 15.The Group setting determines which menus and menu items

4 Select Active to indicate the user should be able to access Client Central.

5 Click Save.

To edit a user

1 From the User Management menu, select User Management. The User Management screen appears.

To change the sort order, click a column heading. For example, to sort by last name, click Last Name. Clicking twice click a column heading. For example, to sort by last name, click Last Name sorts in sorts in reverse (Z, Y, X instead of A, B, C).

2 If you want to make the user inactive, clear the Active check box.

3 If you want to change the text of another field, do so.

4 Click Save.

Adding and Editing Groups

Each Client Central user record associates the user with a group. Group membership determines which menu items the user can see and use. (If the menu or menu item is visible, it is usable.)

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Yardi Client Central

Client Central has six Default Groups, which, like any other group, you can edit and even delete. Default Groups, however, have one unique characteristic: you can return them to their original menu- security settings. The following table shows the original menu-security settings for these groups.

Product

User

Group

Home

Cloud

Resources

Support

Licensing

Management

Admin

 

DBA

       

Exec

       

Guest

       

Support

       

Training

         

Black Group has access to menu and all menu items.

Gray

bers can access, view the Menu Security tab for the group. For instructions, see “To edit or delete a group” on page 21.

Group has access to menu and some menu items. To see the specific menu items group mem-

White

Group does not have access to menu, which does not appear, or to any of the menu’s menu

items.

For information about resetting all or individual Default Groups to their original security settings, see “To edit or delete a group” on page 21.

This section describes how to add and modify group records.

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To add a group

1 From the User Management menu, select Groups. The Group Management screen appears.

If you do not see a User Management menu or a Groups menu item, you are logged in as a member of a group that does not have access to that menu or menu item.If you do not see a User Management menu or a Groups

group that does not have access to that menu or menu item. 2 Click Add Group

2 Click Add Group. The Group Management Detail screen appears.

Add Group . The Group Management Detail screen appears. 3 Complete the Name and Description fields.

3 Complete the Name and Description fields.

The system completes the remaining fields. The Menu field is for future development. The system completes the remaining fields. The Menu

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Yardi Client Central

4 Click Save. Users and Menu Security tabs appear at the bottom of the screen.

Because a new group has no members, the Users tab is empty. Because a new group has no members, the Users

5 Click the Menu Security tab.

the Users tab is empty. 5 Click the Menu Security tab. Menu item Menu 6 Select

Menu item

Menu

6 Select the menus that should be accessible to members of this group.

7 If you want to make some menu items from an accessible menu inaccessible, clear the check boxes for those items.

menu inaccessible, clear the check boxes for those items. Clicking the triangle to the left of

Clicking the triangle to the left of a menu expands the selection to show that menu’s available menu items. For example, to view the available menu items for the Cloud menu, click the triangle to the left of Cloud. The preceding graphic shows the menu items for the User Management menu.

EXAMPLE To make the User Management and User Profile menu items accessible on the User Management menu, but the Groups menu item inaccessible, select the User Management menu and then clear the Groups menu item.

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To edit or delete a group

1 From the User Management menu, select Groups. The Group Management screen appears.

select Groups . The Group Management screen appears. If you do not see a User Management

If you do not see a User Management menu or a Groups menu item, you are logged in as a member of a group that does not have access to that menu or menu item.

2 If you want to reset all Default Groups to their original menu-security settings:

Default Groups to their original menu-security settings: This feature does not affect user-created groups. If you

This feature does not affect user-created groups.

If you deleted a Default Group, this feature re-adds it.

a Click Rebuild Default Groups. The system asks you to confirm the command.

b Click OK. The system displays a confirmation.

3 If you want to reset a specific Default Group to its original menu-security settings:

Default Gr oup to its original menu-security settings: You cannot reset a user-created group. a Click

You cannot reset a user-created group.

a Click the edit button for that group. The Group Management Detail screen appears.

b Click Rebuild Default Group. The system asks you to confirm the command.

c Click OK. The system displays a confirmation.

4 If you want to edit the name or description, or change the menu-security settings for a group:

a Click the Edit

the menu-security settings for a group: a Click the Edit button for that group. The Group

button for that group. The Group Management Detail screen appears.

b Change the Name or Description field, or change settings on the Menu Security tab.

c Click Save.

5 If you want to delete a group, click the Delete

Save . 5 If you want to delete a group, click the Delete button for that

button for that group.

to delete a group, click the Delete button for that group. You cannot delete a group

You cannot delete a group that has members. If you want to delete a group that has members, edit the member records to assign the members to different groups. When no members remain in the group, the delete button appears.

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