To use iSocietyManager in your society, your society management committee needs to sign up with us. Connect with us on support@isocietymanager.com for demo and to sign up.
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Within a Day. iSocietyManger is easy to configure and you can start using iSocietyManager next day of signing the agreement.
Once your society is activated, you will get Activation SMS and Email on the registered number.
Install the app from Google play store ( For Android phones) or from Apple App Store for iPhone. And you are ready to start.
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There are no hidden charges. Only the management committee of your gated community needs to subscribe for iSocietyManager’s services; The app is absolutely free to use for the residents.
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The entire process, including the online training process and database creation, takes a week to complete and start full-fledged.
Though you can start using app from the next day of agreement sign off.
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The app is very simple to use, and even senior citizens can use the app with ease. If someone finds the navigation difficult, we have an IVR feature that helps in the usage of the app.
The user and guard app interface is designed intuitively, keeping in mind the ease-of-use and maximum convenience.
The app is built for ages 9 to 90, keeping in mind a significant section of senior residents living in gated communities. Whether it’s allowing or denying access to visitors, raising a security alert via the app, raising a complaint, making online payment against the electricity or maintenance bill– the flow is designed to achieve the objective in less than a few clicks.
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We use reasonable safeguards to preserve the integrity and security of your information against loss, theft, unauthorized access, disclosure, reproduction, use, or amendment. For more details, read our Privacy Policy
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iSocietyManager has a very effective support system
- Online Feedback and Service Support Portal, where user can raise and track the tickets.
- We use iSocietyManager for managing and tracking all user’s complaints and service requests with Turn Around Time Tracking.
- Dedicated relationship manager responsible for product support, training and feedbacks.
- We use Zoho CRM to keep track of our customers’ life cycle.
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Resident/ Customer / Tenant Mobile App can be downloaded for:
- iPhone: Search iSocietyManager on Apple Play Store.
- Android: Search iSocietyManager on Apple Play Store.
You can also Download App by opening https://bit.ly/2GQsFmb on your mobile.
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Survey can be used in many ways like :
- Take the opinion of our customers. Example Do you want the Club to be opened between 12 to 4 pm?
- Collect information like Share your tenant details etc.
- Take feedback from Customers, for example – Customer Satisfaction Survey of Housekeeping, Security, etc.
Survey launching is a 2 step process:
- Create a Survey
- Launch Surve
1. Create a Survey
a) After login, Go to Survey ( More -> Survey)
b) On click of the Survey, you can see the Survey Home Page. This display list of all Surveys with the details – number of responses, status, launch date, closing date.
c) Click on + ( Plus) button on the left side to create a new Survey
d) You have to fill Name, Description, and add questions as per the nature of your Survey. You can add questions of your choice. Answers options are prefilled for your help. You can change as per your need.
e) You can select the Comment Field option and add more questions by pressing the + button on the right side.
f) Click on Save button to save the Survey. Now you can see the Newly added Survey in Survey Dashboard Page
Launch Survey
a) To launch a Survey, go to Survey Home Page/ Dashboard and click on the Survey Sub Menu
On Survey Sub Menu, you can do below operations
- Status – Check the status of Survey – Responses, Report etc.
- Edit – Edit the Survey like closing date, description, question etc.
- Launch – Launch the Survey so that users can participate in the survey and share their feedback
- Notify – To notify the participants
- Delete – To remove the survey.
b) Select the Launch option and choose the options as per your need.
c) Click on Go button to launch the survey. Now Survey will be visible to residents and they will be notified.
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In Survey Dashboard page, you see a list of all Surveys.
- To view the response of any Survey select Status from Survey sub-menu
- On click of Status, you can see the Survey response summary. You can view the details question wise by expanding at the question level.
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In Survey Dashboard page, you see a list of all Surveys.
- To view the response of any Survey select Status from Survey sub-menu
- On click of Status, you can see the Survey response summary. You can view the details question wise by expanding at the question level.
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Survey launching is a 2 step process:
- Create a Survey
- Launch Surve
1. Create a Survey
a) After login, Go to Survey ( More -> Survey)
b) On click of the Survey, you can see the Survey Home Page. This display list of all Surveys with the details – number of responses, status, launch date, closing date.
c) Click on + ( Plus) button on the left side to create a new Survey
d) You have to fill Name, Description, and add questions as per the nature of your Survey. You can add questions of your choice. Answers options are prefilled for your help. You can change as per your need.
e) You can select the Comment Field option and add more questions by pressing the + button on the right side.
f) Click on Save button to save the Survey. Now you can see the Newly added Survey in Survey Dashboard Page
Launch Survey
a) To launch a Survey, go to Survey Home Page/ Dashboard and click on the Survey Sub Menu
On Survey Sub Menu, you can do below operations
- Status – Check the status of Survey – Responses, Report etc.
- Edit – Edit the Survey like closing date, description, question etc.
- Launch – Launch the Survey so that users can participate in the survey and share their feedback
- Notify – To notify the participants
- Delete – To remove the survey.
b) Select the Launch option and choose the options as per your need.
c) Click on Go button to launch the survey. Now Survey will be visible to residents and they will be notified.
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If you are the admin with the rights of SMS Read, you can see the list of SMS which are sent for your community.
- Go to Message -> SMS
- The SMS list is displayed like the image below. You can filter the SMS by Service, Unit Number.
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Security team need not to login again, if he has logged once in the Visitor Management App. Sometimes the security team has to login again due to:
- New Device
- Logout
- New App installation
Facility Admin, having Change Password permission, of your society can reset the password of the Security login in the Visitor App.
Refer:
Many times there is a need to change the password of the facility team. Admin, having Change Password Permission can reset the password of any user.
- Go to Setting -> Society Settings
- Click on the change password button
Note: You can also open the change password UI from User -> Change Password.
- Start typing the name/phone no of the user for which password to be changed and then type a new password. The system will automatically send SMS on User phone number and email with new password.
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Many times there is a need to change the password of the facility team. Admin, having Change Password Permission can reset the password of any user.
- Go to Setting -> Society Settings
- Click on the change password button
Note: You can also open the change password UI from User -> Change Password.
- Start typing the name/phone no of the user for which password to be changed and then type a new password. The system will automatically send SMS on User phone number and email with new password.
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What is billing?
Also called invoicing, billing is the process of requesting payment from a customer, by generating an invoice to recover the money resulted from the service or sale.
Before getting into the details of steps of bill generation, User has to decide on below points:
- Bill Plan: You need to generate a single bill or need to generate different bills for different groups. For example, you can decide if CAM, Electricity charges to be included in the same bill or there should be separate bills for Electricity & separate bills for CAM.
- Tariffs: What are the different tariffs/ rates that will be applicable like – Grid Charge, DG Charge, Maintenance Charge, Delayed Payment Charges, etc.
- Bill Cycle: What is the period of a bill. For example – start date, end date for a bill. Any cycle can also contain – Due Date, Payment consideration details, etc. so that users have better control and change as per the needs.
iSocietyManager has the flexibility to add and configure as many bill plans as you want. So if any user wants to generate CAM and Electricity Bills separately he can configure 2 bill plans say CAM, & Electricity in iSocietyManager. Similarly, charges also can also be configured as per your needs.
Billing need varies from client to client. Below data is generally required so the bills can be generated. You can ignore the details which are not applicable against you, like DG Load, Grid Load is required only if you are doing electricity Billing.
- Site Details: Site for which you want to start operations. The details include below:
- Site / Project Name
- Primary Email – Site Email
- Admin – Contact Details ( Mobile No., Email ) To be used to create Admin of the Site
- Logo Image of the Site [ Optional]
- Unit Details: The unit is against which bills are being generated. You can provide details in any excel of your format, While importing you can map your fields with the System fields. Below are fields that should be part of the data depending on your billing requirement. Refer Site-Data Format under templates below.
- Unit No
- Owner Name
- Size in square feet
- Grid Demand Load [Optional]
- DG Demand Load [Optional]
- Maintenance Start Date/Bill Start Date
- Bill Plan Details: The details for all applicable Bill Plans
- Bill Plan Name
- Opening Balance for each plan against each Unit.
- Tariff Details for each Tariff including
- Tariff Name
- Rate
- Calculation Base – Area, Fixed, etc.
- Delayed Payment Charge for the Bill Plan – Refer https://blog.isocietymanager.com/what-is-best-practice-for-late-payment-charge-in-billing/
- Bill Format: The bill formats of your choice. For examples refer:
iSocietyManager gives you the flexibility to use the format as per your needs. There are different bill formats and you can select as per your need. Few examples are below for your reference.
Common Area Maintenance ( CAM) Bill Formats
- Multi-Section – Separate sections for Charges, GST & Amount payable. Download PDF CAM-bill-format-separate-sections
- Single Section: All charges, taxes, amount, etc. in a single table Download PDF CAM-bill-format-single-section
- CAM Single Row: All particulars in a single row. Download PDF CAM-bill-format-single-row
Electricity Bill Formats
- Multi-Section: Download PDF electricity-bill-format-multi-section
- Multi-tables: Download PDF electricity-bill-format-multi-tables
General Bill Formats
These invoices have all the charges, so it increases simplification for customers where they will get a single bill for all charges. Management can enable the Item Wise Adjustment feature to track each charge outstanding separately. Different bill format examples are:
- Multiple Meters Format: Download PDF general-bill-format-multiple-meters-corporate
- Multiple Charges and Advance, Social Club Charge: Download PDF general-multiple-charges-advance-bill-format
- Simple Format: Download PDF general-simple-bill-format-rwa
- Mall Maintenance Format: CAM Mall Bill Format
Adhoc or Miscellaneous Bill Formats
- Gratuity Bill: Download PDF adhoc-bill-gratuity
Gas Bill Formats
- Simple: Download PDF gas-bill-format
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- Meter Reading: Previous and current meter Reading (specified only Grid and DG or multiple meters like AHU etc.) . This is required if you want to
- Different Import Formats Templates Examples are as below:
- Opening-Balance
- Reading
- Tariff
- Site Format : This is an example one.
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If you want to create more than one type of bills then only you need to configure bill plan. Below are the steps to add a new bill plan:
- Go to Menu -> Bill -> Bill Plan Configurations
- Enter the details for the plan and save to add/configure the bill plan.
- To start using new Bill Plan, you need to map the same with the respective Role. Only mapped roles will be able to view that bill plan
In iSocietyManager, you can allow a billing plan to be used only by a user or role. This especially becomes important in projects where different accountants or persons are responsible for maintenance, electricity, or ad-hoc bills.
To map a role with a bill plan, follow below steps:
- Go to Role-Groups-> Assign Bill Plan Permission
- Select the Bill Plan and then check the Roles which you want to give that bill plan permission
- Login as admin or refresh if you are already logged in. Now you should be able to see the new bill plan in your options.
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iSocietyManager gives user the flexibility to map a unit as and when required with a bill plan. The unit is billed for that bill plan only when that Unit is mapped to that bill plan. There are situations where Units are mapped to Electricity Bill only when the unit is occupied by some tenant.
With few clicks billing admin can map/ unmap unit from a Bill Plan.
- Go to Bill-> Billing Configuration
- Click on User Mapping and then select a particular Bill Plan then Units to be mapped.
After login with a role having Bill Generation and Tariff permission, You can add a tariff or charge as per requirements.
- Go to Bill-> Tariff
- You can add tariff details as per your requirement
(a) Charge Name: Name of the charges e.g. Cheque Bounce, Maintenance, Sinking Fund etc.
(b) Unit Column: Types of the charges for calculations.
(c) Charge Frequency: Per cycle, Onetime, Annual
(d) Applicability: Charges raise for “ALL” or Individual.
(e) Factor: Calculations of charges on per “Cycle” or Days.
(f) Calculations Order: For Item wise adjustment
(g) Tax: Taxable charges for GST calculations.
(h) All/Cluster/Unit Category/Slab: Charges defined on the basis of a slab for units consumes, Unit Category, Cluster level.
The unit column is the key that defines the type of charge like Area, Fixed, etc.
Below are different types you can select
- Fixed: Charges which are of a fixed value and will not vary based on some parameter say – Security Charges, etc.
- Area: This charge is calculated on the basis of the area of the Unit that is available on Unit Details. Example – Maintenance Charge
- Grid: This charge is calculated on the basis of Grid units consumed in by Units.
- Grid Load: Calculated on the basis of the Grid Sanctioned Load given to the unit.
- DG: This charge is calculated on the basis of DG units consumed.
- DG Load: Calculated on the basis of Sanctioned DG Load given to the unit.
- Interest: Percentage of the Amount. Example – 18% pa Delayed Payment charge, Also custom interest as per needs
- ChequeBounce: Charges defined for any dishonor of cheque.
- Delayed Due: Charges defined for when any payment is done after the due date. It can be fixed delayed payment charges or a percentage of the amount.
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If there are more than one bill plans, sometimes there is need to add payment condition on the bill plan based on the other bill plan. For example, suppose you want that residents should recharge electricity meter only when, they have no outstanding dues in Maintenance.
The steps to configure payment conditions for a bill plan are:
- Go to Bill-> Billing Configuration
- Click on Configurations
You can add below conditions for the Bill plan:
- Minimum Amount
- Maximum Amount
- Decimal Places
- Fixed Amount
- Minimum Credit
- Check the previous due amount of — another bill plan
- Remarks
- Disable Edit Amount
- Block payment before due date
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After login with a role having Bill Generation and Tariff permission, You can add a tariff or charge as per requirements.
- Go to Bill-> Tariff
- You can add tariff details as per your requirement
(a) Charge Name: Name of the charges e.g. Cheque Bounce, Maintenance, Sinking Fund etc.
(b) Unit Column: Types of the charges for calculations.
(c) Charge Frequency: Per cycle, Onetime, Annual
(d) Applicability: Charges raise for “ALL” or Individual.
(e) Factor: Calculations of charges on per “Cycle” or Days.
(f) Calculations Order: For Item wise adjustment
(g) Tax: Taxable charges for GST calculations.
(h) All/Cluster/Unit Category/Slab: Charges defined on the basis of a slab for units consumes, Unit Category, Cluster level.
The unit column is the key that defines the type of charge like Area, Fixed, etc.
Below are different types you can select
- Fixed: Charges which are of a fixed value and will not vary based on some parameter say – Security Charges, etc.
- Area: This charge is calculated on the basis of the area of the Unit that is available on Unit Details. Example – Maintenance Charge
- Grid: This charge is calculated on the basis of Grid units consumed in by Units.
- Grid Load: Calculated on the basis of the Grid Sanctioned Load given to the unit.
- DG: This charge is calculated on the basis of DG units consumed.
- DG Load: Calculated on the basis of Sanctioned DG Load given to the unit.
- Interest: Percentage of the Amount. Example – 18% pa Delayed Payment charge, Also custom interest as per needs
- ChequeBounce: Charges defined for any dishonor of cheque.
- Delayed Due: Charges defined for when any payment is done after the due date. It can be fixed delayed payment charges or a percentage of the amount.
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iSocietyManager gives you the flexibility to use the format as per your needs. There are different bill formats and you can select as per your need. Few examples are below for your reference.
Common Area Maintenance ( CAM) Bill Formats
- Multi-Section – Separate sections for Charges, GST & Amount payable. Download PDF CAM-bill-format-separate-sections
- Single Section: All charges, taxes, amount, etc. in a single table Download PDF CAM-bill-format-single-section
- CAM Single Row: All particulars in a single row. Download PDF CAM-bill-format-single-row
Electricity Bill Formats
- Multi-Section: Download PDF electricity-bill-format-multi-section
- Multi-tables: Download PDF electricity-bill-format-multi-tables
General Bill Formats
These invoices have all the charges, so it increases simplification for customers where they will get a single bill for all charges. Management can enable the Item Wise Adjustment feature to track each charge outstanding separately. Different bill format examples are:
- Multiple Meters Format: Download PDF general-bill-format-multiple-meters-corporate
- Multiple Charges and Advance, Social Club Charge: Download PDF general-multiple-charges-advance-bill-format
- Simple Format: Download PDF general-simple-bill-format-rwa
- Mall Maintenance Format: CAM Mall Bill Format
Adhoc or Miscellaneous Bill Formats
- Gratuity Bill: Download PDF adhoc-bill-gratuity
Gas Bill Formats
- Simple: Download PDF gas-bill-format
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You can add reading against the unit:
- Add for single Unit from UI (Meter-> Add Reading)
- Import in bulk for multiple units in one go through excel.
System allow adding/upload current/final reading >=(Greater than or equal) from initial/previous reading.
Adding reading in iSocietyManager is an easy task by following the given steps mentioned below:-
- Menu -> Meter -> Import Reading then click on Download Template to import Meter Reading
(a) Unit No: Unit no should match with the existing unit number in the System.
(b) Reading Date: Date of Reading on which reading is taken.
(c) Billing Month: Bill Month for which is generated.
(d) Grid Reading Current: Reading of Grid or main power supply
(e) DG Reading Current: Reading of DG or Generator/ Backup.
Note * In Case there is no Grid/DG reading then let it be “0” (Zero)
| Unit No | Reading Date | Billing Month | Grid Reading Curr | Dg Reading Curr | Remarks |
| A10001 | 31-03-2020 | 202003 | 100 | 0 |
* In Case of First Bill Generation we need to import initial and final reading. This will ensure that consumption is calculated correctly. E.g. if we want to generate a bill for the month of March 2019 then initial reading i.e 29 Feb or 1st March 2019 and final reading i.e 31st March 2019 need to be imported.
After preparing the excel then import/upload the excel file.
If your meters are online and integrated with System then, reading will be automatically taken from Meter through API.
Click on Meter Menu > Reading > then click on Add Reading Menu present right top corner.
Now Search the unit no for which you want to add reading. then fill the desired details.
We can see added/uploaded reading Cluster wise, between date or individually, Menu -> Meter -> Search Reading Refer below image for reference.
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If you want to create more than one type of bills then only you need to configure bill plan. Below are the steps to add a new bill plan:
- Go to Menu -> Bill -> Bill Plan Configurations
- Enter the details for the plan and save to add/configure the bill plan.
- To start using new Bill Plan, you need to map the same with the respective Role. Only mapped roles will be able to view that bill plan
In iSocietyManager, you can allow a billing plan to be used only by a user or role. This especially becomes important in projects where different accountants or persons are responsible for maintenance, electricity, or ad-hoc bills.
To map a role with a bill plan, follow below steps:
- Go to Role-Groups-> Assign Bill Plan Permission
- Select the Bill Plan and then check the Roles which you want to give that bill plan permission
- Login as admin or refresh if you are already logged in. Now you should be able to see the new bill plan in your options.
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iSocietyManager gives user the flexibility to map a unit as and when required with a bill plan. The unit is billed for that bill plan only when that Unit is mapped to that bill plan. There are situations where Units are mapped to Electricity Bill only when the unit is occupied by some tenant.
With few clicks billing admin can map/ unmap unit from a Bill Plan.
- Go to Bill-> Billing Configuration
- Click on User Mapping and then select a particular Bill Plan then Units to be mapped.
After login with a role having Bill Generation and Tariff permission, You can add a tariff or charge as per requirements.
- Go to Bill-> Tariff
- You can add tariff details as per your requirement
(a) Charge Name: Name of the charges e.g. Cheque Bounce, Maintenance, Sinking Fund etc.
(b) Unit Column: Types of the charges for calculations.
(c) Charge Frequency: Per cycle, Onetime, Annual
(d) Applicability: Charges raise for “ALL” or Individual.
(e) Factor: Calculations of charges on per “Cycle” or Days.
(f) Calculations Order: For Item wise adjustment
(g) Tax: Taxable charges for GST calculations.
(h) All/Cluster/Unit Category/Slab: Charges defined on the basis of a slab for units consumes, Unit Category, Cluster level.
The unit column is the key that defines the type of charge like Area, Fixed, etc.
Below are different types you can select
- Fixed: Charges which are of a fixed value and will not vary based on some parameter say – Security Charges, etc.
- Area: This charge is calculated on the basis of the area of the Unit that is available on Unit Details. Example – Maintenance Charge
- Grid: This charge is calculated on the basis of Grid units consumed in by Units.
- Grid Load: Calculated on the basis of the Grid Sanctioned Load given to the unit.
- DG: This charge is calculated on the basis of DG units consumed.
- DG Load: Calculated on the basis of Sanctioned DG Load given to the unit.
- Interest: Percentage of the Amount. Example – 18% pa Delayed Payment charge, Also custom interest as per needs
- ChequeBounce: Charges defined for any dishonor of cheque.
- Delayed Due: Charges defined for when any payment is done after the due date. It can be fixed delayed payment charges or a percentage of the amount.
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If there are more than one bill plans, sometimes there is need to add payment condition on the bill plan based on the other bill plan. For example, suppose you want that residents should recharge electricity meter only when, they have no outstanding dues in Maintenance.
The steps to configure payment conditions for a bill plan are:
- Go to Bill-> Billing Configuration
- Click on Configurations
You can add below conditions for the Bill plan:
- Minimum Amount
- Maximum Amount
- Decimal Places
- Fixed Amount
- Minimum Credit
- Check the previous due amount of — another bill plan
- Remarks
- Disable Edit Amount
- Block payment before due date
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In iSocietyManager, you can allow a billing plan to be used only by a user or role. This especially becomes important in projects where different accountants or persons are responsible for maintenance, electricity, or ad-hoc bills.
To map a role with a bill plan, follow below steps:
- Go to Role-Groups-> Assign Bill Plan Permission
- Select the Bill Plan and then check the Roles which you want to give that bill plan permission
- Login as admin or refresh if you are already logged in. Now you should be able to see the new bill plan in your options.
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You can use your choice of Payment Gateway for your Society or Commercial Complex Billing.
- Contact your choice of payment gateway provider bank/company (Axis Bank, PayTM, ICICI bank etc.)
- Sign Agreement with your chosen payment gateway provider
- Share technical detail with iSocietyManager for integration.
- If your choice of Payment Gateway already in the listing of iSocietyManager, then you can configure it yourself from the Setup UI.
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An accounts receivable aging report is a record that shows the unpaid invoice balances along with the duration for which they’ve been outstanding. This report helps businesses identify invoices that are open and allows them to keep on top of slow-paying clients.
In iSocietyManager, User with Read Permission of Bill Aging can get this report.
The steps are:
- Go to Bill -> Bill Aging Report
- You will see the input fields for the Invoice Aging report. The different options are:
- Bill Plan: Choose the bill plan for which you want to get the Invoice aging report.
- Till Date: Date till which you want to get an outstanding age.
- No. of Days: How many days old account receivables you want to get. For example, if you choose 90 days then Units having dues older than 90 days will be shown.
- Aging Interval: What period of interval you want to distribute defaulters.
- Minimum Amount: The amount below which you want to ignore defaulters.
- For Example, if you will choose No of Days – 90 and interval 30 Days, aging report will have the below details.
| Flat no | Display Flat no | Name | 0 – 30 days | 31 – 60 days | 61 – 90 days | 90+ days | Total |
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iSocietyManager focuses on personalized experience to its users. Visitor Management System is used by many different types of clients. Whether it’s society, office complex, corporate park, visitor management process vary.
The details you capture for a visitor can vary from time to time. For example, In the COVID-19 pandemic there is a need of capturing temperature and mask.
You can customize Visitor UI as per your need. The steps are:
- Login with Admin with permission of customizing Visitor and go to Settings -> Set Up -> Visitor
- Click on Guard Visit Form, then you can select or add fields as per your choice and requirement.
Using the above UI you can
-
- Move any field from hidden to Selected one
- Hide any selected field
- Add a new field from Create Field.
- You can add conditions at the field level. Click on Field Level Menu as in the below image.
You can do below options at field level
-
- Mark as Required
- Mark Searchable — In Case you want to auto-populate the fields
- Hide field
- Add Precondition – If you want to show this field if on the basis of Visit Purpose selection
- Add Length – Want to have characters allowed at field level
You can add or modify the purpose options in Visitor Guard Management App.
- Go to Settings -> Set Up -> Visitor
- Chose Guard or Self Registration form, for which you want to add purpose. Then select Add Purpose option against Purpose field.
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You can add or modify the purpose options in Visitor Guard Management App.
- Go to Settings -> Set Up -> Visitor
- Chose Guard or Self Registration form, for which you want to add purpose. Then select Add Purpose option against Purpose field.
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iSocietyManager is a role-based System. If you have admin rights to create users and roles for your site, you can create new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
iSocietyManager is a role-based System. If you have admin rights to create users and roles for your site, you can create new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- If you don’t found the name in the list you can Go to Role Groups -> Add Facility User. Enter the details in screen shown:
- Login Id will be Mobile No or Email entered while adding new Admin User.
Note: Email Id is recommended as support tickets and other communication will be through this email.
- You can choose the role you want to map to the new User.
- If same login id already used in other role – say, Complaint Supervisor, etc. , check Allow duplicate number?
Roles are nothing but the permissions given to a particular user to access some resources. So in some other words, we can say that, once a user is authenticated then what are the resources the user can access is determined by his role.
Roles are categorized under 3 heads:
- Admin: Facility User Roles
- Resident: User or customer related role
- Member: Role related to a family member.
To create a new role.
- Go to Role Groups -> View Facility Roles
- You can see the list of existing roles. To add a new one, add details on the left UI.
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
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- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
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If you have admin rights to create users and roles for your site, you can enable or disable new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- Click on disable against the admin User which you want to disable.
iSocietyManager is a role-based System. If you have admin rights to create users and roles for your site, you can create new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- If you don’t found the name in the list you can Go to Role Groups -> Add Facility User. Enter the details in screen shown:
- Login Id will be Mobile No or Email entered while adding new Admin User.
Note: Email Id is recommended as support tickets and other communication will be through this email.
- You can choose the role you want to map to the new User.
- If same login id already used in other role – say, Complaint Supervisor, etc. , check Allow duplicate number?
Roles are nothing but the permissions given to a particular user to access some resources. So in some other words, we can say that, once a user is authenticated then what are the resources the user can access is determined by his role.
Roles are categorized under 3 heads:
- Admin: Facility User Roles
- Resident: User or customer related role
- Member: Role related to a family member.
To create a new role.
- Go to Role Groups -> View Facility Roles
- You can see the list of existing roles. To add a new one, add details on the left UI.
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
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- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
Load More
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iSocietyManager is a role-based System. If you have admin rights to create users and roles for your site, you can create new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- If you don’t found the name in the list you can Go to Role Groups -> Add Facility User. Enter the details in screen shown:
- Login Id will be Mobile No or Email entered while adding new Admin User.
Note: Email Id is recommended as support tickets and other communication will be through this email.
- You can choose the role you want to map to the new User.
- If same login id already used in other role – say, Complaint Supervisor, etc. , check Allow duplicate number?
Roles are nothing but the permissions given to a particular user to access some resources. So in some other words, we can say that, once a user is authenticated then what are the resources the user can access is determined by his role.
Roles are categorized under 3 heads:
- Admin: Facility User Roles
- Resident: User or customer related role
- Member: Role related to a family member.
To create a new role.
- Go to Role Groups -> View Facility Roles
- You can see the list of existing roles. To add a new one, add details on the left UI.
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
Load More
Load More
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
Load More
Load More
If you have admin rights to create users and roles for your site, you can enable or disable new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- Click on disable against the admin User which you want to disable.
iSocietyManager is a role-based System. If you have admin rights to create users and roles for your site, you can create new admin login in the System.
- To view the existing admin or facility Users. Go to Role Groups -> View Facility Users
- The list of all admin user will be displayed
- If you don’t found the name in the list you can Go to Role Groups -> Add Facility User. Enter the details in screen shown:
- Login Id will be Mobile No or Email entered while adding new Admin User.
Note: Email Id is recommended as support tickets and other communication will be through this email.
- You can choose the role you want to map to the new User.
- If same login id already used in other role – say, Complaint Supervisor, etc. , check Allow duplicate number?
Roles are nothing but the permissions given to a particular user to access some resources. So in some other words, we can say that, once a user is authenticated then what are the resources the user can access is determined by his role.
Roles are categorized under 3 heads:
- Admin: Facility User Roles
- Resident: User or customer related role
- Member: Role related to a family member.
To create a new role.
- Go to Role Groups -> View Facility Roles
- You can see the list of existing roles. To add a new one, add details on the left UI.
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
Load More
Load More
- Go to Setting->Access Permission
- Select the role for which you want to change the permissions. You can see all the permission currently assigned to that role. Start typing in the search box to filter the permissions.
- Click on Edit Permission to update the permissions for the role
- Check the permissions as per your needs and click on update.
Load More
Load More
Load More
How to get Started with iSocietyManager
How to Register a new apartment/society?
How to login as Facility/Admin user?
Whats is Unit, Cluster, Tower – Brief description
How to change Logo of Apartment/Society?
How to change Image of Apartment/Society?
How to add Management/Facility/ photo with designation?
How to Add Guidelines/Rules?
How to add useful Forms?
What is Dashboard? Overview of Dashboard
Unit/user management :-
How to Society Configuration steps?
How to add new unit manually?
How to import units in bulk?
How to add tenant details manually?
How to import tenant in bulk?
How to activate unit/user? *when we add manually then user will get activation at that only.
How to add vacant details?
How to update existing records manually?
How to update existing records in bulk?
How to change password for the user/unit?
Complaint Management :-
What is complaint Dashboard? How to customize complaint category & sub Category? How to Add complaint Staff/update existing staff? (in current situation staff phone number is mandatory) How to configure complaint escalation? How to assign complaint to staff, update status of complaint, closing of complaint,communication with unit/tenant? How to assign job card. How to add complaint on behalf of unit? How to search complaint by complaint number, status, specific date range, exporting complaint data, using builder report, pictorial representation? How to add custom complaint status? How to enable automatic assign staff feature? How to enable automatic status feature? How to enable OTP feature? How to enable add complaint alert? How to customize hours for reopening of complaint?
Notice :-
How to add Notice with or without attachment of file or Video?
How to add flash Notice?
How to disable flash Notice, delete notice?
How to see read reports of Notices and flash Notices.
Billing :-
Billing Elaborate introduction that includes Tariff, bill plan, individual charge, etc.
Step 1 : How to Add Tariff? note* without tariff we can't add bill plan? Step 2 : How to add bill plan & mapping tariff? How to add bill plan? How to assign bill plan permission? How to associate user with bill plan? How to add Billing Cycle? How to import bulk & associate with bill plan? How to add individual charges? How to import bulk user for individual charges? How to verify bill amount using bill summary report? How to change sequence number for bill format? How to add invoice format? How to map invoice format? How to preview bills before generating? How to generate bill individually? How to preview bills tower wise? How to generate bill for all user? How to cancel bill invoice? How to regenerate the bills with the same invoice sequence number? How to define area for generating bills for Common Area Maintenance? How to configure first bill date for bill generation? How to update the first bill date for all the user? How to send bill on email address? How to send bill amount on SMS? How to send payment due reminder email/SMS? How to add Manual Bill Plan? How to generate GST Report? What is Bill Pro - Active Report? How to filter Payment dues report? How to customize automatic due reminder? How to export Bill Ageing Report? How to see which bills are not generated? How to see bill transfer report? How to delete all the bills? How to restrict previous bill skip? How to round up amount figure?
Template
How to Add bill template?
How to make changes to bill template?
How to map template with bill plan?
How to change SMS template?
How to regenerate bill changes in bill format?
Meter
What is meter dashboard? How to add reading manually? How to import reading in bulk? How to see reading of unit? How to see reading for all units for particular date? How to change Meter? How to enable Multiple Meter? How to import Multiple Meter Reading? How to import Meter? How to import Meter Change? How to see online meter reading report?
Payment
How to Add Payment? How to make Credit Entry? How to make Debit Entry? How to import opening balance? How to import bulk payment Entry, Credit Entry, Debit Entry? How to search payment for unit? How to export payment records? How to see payment report? How to see cancel payment report? How to make cheque bounce Entry? How to send SMS/Email for payment? How to cancel payment? Ledger How to see Ledger for Unit? How to see complete Ledger report for Unit? How to generate ledger for specific date range? How to export Ledger? How to see statement of account? Tally How to post bills to Tally? How to post Payment to Tally? How to post Debits/Credits Notes to Tally?
Role groups
How to add new facility user?
How to create new role?
How to assign permission to new/existing role?
How to send password to facility user?
How to change permission for existing role?
How to change to disable feature of resident app?
Message
How to see if emails delivered or not?
How to see if SMS delivered or not?
Survey How to create Survey? How to customize survey categories? How to launch Survey? How to customize date period for survey? How to see the response for survey? VMS How to download Visitor Management System(VMS) App? How to login VMS on browser? How to setup Guard visitor form? How to setup Self Check-In Form? How to add visitor entry? How to verify pre-planned visitor entry? How to see if visitor is excepted/rejected? How to accept visitor behalf on resident? How to track the report of visitors? How to add new staff for attendance? How to add staff category? How to enable face attendance? How to export attendance report? How to enable self registration form - Check In/Out?