1. Introduction

Customizing your Leaseora account settings allows you to tailor the platform to your specific needs and preferences. This guide will walk you through the various settings and options available to help you get the most out of your Leaseora experience.

Whether you're looking to update your profile information, manage notification preferences, enhance security, or configure payment methods, this guide covers all the essential account settings you need to know about.

2. Profile Settings

Your profile contains important information about you and your business. Keeping this information up-to-date ensures that other users can identify you correctly and that you receive relevant communications.

Personal Information

To update your personal information:

1. Navigate to the "Settings" section from your dashboard.
2. Select the "Profile" tab.
3. Update your name, email address, phone number, and other contact details.
4. Click "Save Changes" to apply your updates.

Profile Picture

Adding a profile picture helps others identify you and personalizes your account:

1. In the Profile tab, click on the profile picture placeholder or existing image.
2. Select "Upload New Picture" from the dropdown menu.
3. Choose an image file from your device (recommended size: 400x400 pixels).
4. Crop and adjust the image as needed.
5. Click "Save" to update your profile picture.

Business Information

If you're a property manager or landlord, you can add your business details:

1. Navigate to the "Business Profile" section.
2. Enter your company name, business address, and tax information.
3. Upload your company logo if applicable.
4. Add your business website and social media links.
5. Click "Save Business Information" to update your profile.

3. Notification Preferences

Leaseora sends various notifications to keep you informed about important events and activities. You can customize which notifications you receive and how you receive them.

Email Notifications

To manage your email notifications:

1. Go to "Settings" and select the "Notifications" tab.
2. Under "Email Notifications," toggle on/off the types of notifications you want to receive.
3. Options include payment confirmations, maintenance requests, lease renewals, and system updates.
4. Choose the frequency of summary emails (daily, weekly, or monthly).
5. Click "Save Preferences" to apply your changes.

In-App Notifications

Configure which notifications appear within the Leaseora platform:

1. In the "Notifications" tab, navigate to "In-App Notifications."
2. Toggle on/off the notification types you want to see in your notification center.
3. Set priority levels for different notification types.
4. Click "Save Preferences" to apply your changes.

SMS Notifications

For time-sensitive alerts, you can set up SMS notifications:

1. In the "Notifications" tab, go to "SMS Notifications."
2. Verify your phone number if you haven't already.
3. Select which critical alerts you want to receive via SMS.
4. Note that standard messaging rates may apply.
5. Click "Save Preferences" to apply your changes.

4. Security Options

Protecting your account is crucial, especially when managing valuable property information. Leaseora offers several security features to help keep your account safe.

Password Management

To update your password:

1. Go to "Settings" and select the "Security" tab.
2. Click on "Change Password."
3. Enter your current password for verification.
4. Create a new strong password (at least 12 characters with a mix of letters, numbers, and symbols).
5. Confirm your new password and click "Update Password."

Two-Factor Authentication (2FA)

Enable 2FA for an additional layer of security:

1. In the "Security" tab, find "Two-Factor Authentication."
2. Click "Enable 2FA."
3. Choose your preferred 2FA method (authenticator app or SMS).
4. Follow the setup instructions for your chosen method.
5. Save your backup codes in a secure location.
6. Complete the verification process to activate 2FA.

Login History and Active Sessions

Monitor and manage your account access:

1. In the "Security" tab, go to "Login History."
2. Review recent login attempts and their details (time, location, device).
3. Check "Active Sessions" to see all devices currently logged into your account.
4. Click "Sign Out" next to any session you don't recognize or want to end.
5. Use "Sign Out All Other Sessions" to log out from all devices except your current one.

5. Payment Methods

Managing your payment methods allows you to receive rent payments and pay for Leaseora services seamlessly.

Adding a Bank Account

To add a bank account for receiving payments:

1. Go to "Settings" and select the "Payment Methods" tab.
2. Click "Add Bank Account."
3. Enter your bank account details (account number, routing number, account type).
4. Verify your bank account through the micro-deposit verification process.
5. Set this account as your default payment method if desired.

Adding a Credit/Debit Card

To add a card for subscription payments:

1. In the "Payment Methods" tab, click "Add Card."
2. Enter your card details (number, expiration date, CVV, billing address).
3. Choose whether to set this card as your default payment method for Leaseora services.
4. Click "Add Card" to save your information.

Payment Preferences

Configure how you want to handle payments:

1. In the "Payment Methods" tab, go to "Payment Preferences."
2. Set your default payment method for receiving funds.
3. Configure automatic transfers to your bank account (daily, weekly, monthly).
4. Set minimum balance requirements before transfers occur.
5. Save your preferences to apply the changes.

6. Account Integrations

Leaseora can integrate with other services to enhance your property management experience.

Calendar Integrations

Connect your calendar to manage property-related appointments:

1. Go to "Settings" and select the "Integrations" tab.
2. Under "Calendar," click "Connect" next to your preferred calendar service (Google Calendar, Outlook, etc.).
3. Follow the authentication process to grant Leaseora access to your calendar.
4. Configure which events should sync (maintenance visits, lease signings, etc.).
5. Click "Save Integration Settings" to complete the setup.

Accounting Software

Link your accounting software for streamlined financial management:

1. In the "Integrations" tab, find the "Accounting" section.
2. Click "Connect" next to your accounting software (QuickBooks, Xero, etc.).
3. Authenticate your accounting software account.
4. Map your Leaseora categories to your accounting categories.
5. Set up automatic data synchronization frequency.
6. Save your integration settings.

Document Storage

Connect cloud storage services for document management:

1. In the "Integrations" tab, go to "Document Storage."
2. Click "Connect" next to your preferred storage service (Google Drive, Dropbox, OneDrive).
3. Complete the authentication process.
4. Choose which folders to use for different document types.
5. Configure automatic backup settings if desired.
6. Save your integration preferences.