Best Practice: It’s helpful to have a complete list of all Organization Types developed and approved prior to entering them in the system. ...

Setup Tip: Unlike defining Organization and User Types, you can choose to add one Organization and its associated team members at a time versus ent...

Best Practice: It’s helpful to have a complete list of all User Types developed and approved prior to entering them in the system. About t...

Once one or more Organizations have been entered, Users associated with each organization can be added to the account. Managing Users for the first time...

Floors are independent binder settings that can be used in any of your account’s binders, regardless of any dependent settings applied. Best Pr...

Systems—which refer to specific physical building systems such as HVAC and technology—are independent binder settings that can be used in any of your accoun...

Binder Types are another independent binder settings that can be used in any of your account’s binders, regardless of any dependent settings applie...

The Campus/Location binder setting is the topmost dependent binder setting that applies to the geographic location of a campus (i.e., a collection ...

The Buildings binder setting is a dependent binder setting for individual facilities in a Campus/Location Zone. The Buildings setting is dependent on th...

The Building Spaces binder setting is a dependent binder setting that is used to divide a Building into rooms and other self-contained areas (e.g., parking ...