Setup
You will need the Can change site configuration settings permission in your security group.
Click Permissions and Security Groups to learn more.
How to set up Client Tags
Navigate to Control Panel > Clients.
Click + Create, the pencil icon to Edit, or the bin icon to Delete.
Enter/edit the Name for the tag and Description.
Click Create or Save.
How to Configure Properties Settings
1. Navigate to Control Panel > Properties.
2. Review and update the available fields:
Field | Description |
Properties sequence number | The current sequence number of the next property to be added to the system. |
Properties sequence format | The format of the automatically generated sequence numbers (e.g. P-%04d). |
Default document structure | List any folders you would like automatically created every time a new property is created, one per line. Enter roles in the following YAML format: - |
Property contact role choices | Enter the property contact roles available in YAML format, using a key and label for each role (e.g. key: tenant / label: Tenant). |
3. Click Save.
How to Configure the Customer Portal Settings
Your Uptick Customer Portal can be customised for each of your customers. The settings on this page control the default configuration applied to all customer portals. Please note that all customers will soon have access to the customer portal by default.
1. Navigate to Control Panel > Customer Portal.
2. Tick the Enabled Features you want to turn on for all customer portals.
Activity Report
Defect analytics panel
Routine activities panel
Service calls panel
3. Click Save.
Premium Customer Portal Usage displays a usage summary showing the number of properties, buildings, buildings with tenancies, and tenancies per entity, as well as the number of days the portal has been accessed per year. Learn more in A Guide to the Premium Customer Portal.
If you are using Contract Performance on the premium customer portal, you can restrict which Service groups are displayed on the report via Contract Performance Service Groups field.
How to Configure the Contractor Settings
The Contractors settings page allows configuring the categorisation of contractors in your workspace: Categories, Skills, Tags, and Service Areas.
1. Navigate to Control Panel > Contractors.
2. Click + Create next to the relevant section, or the pencil icon to Edit and the bin icon to Delete the existing records.
Categories: Classify contractors by the type of work they perform (e.g. Emergency lighting, Fire inspection).
Skills: Tag contractors with specific competencies (e.g. Annual fire, Defect rectification).
Tags: Apply general labels to contractors for filtering (e.g. After-hours available, Regional coverage).
Service Areas: Define geographic coverage areas, optionally including postcodes (e.g. City Centre / Metro, West).
3. Enter/edit a Name and Description.
4. Click Create or Save.
How to Configure the Contractor Portal Settings
1. Navigate to Control Panel > Contractor Portal.
2. Toggle the required functionalities on or off:
Enforce Required Actions
Enforce Signatures
Enforce Completion Notes
Show Timeline on Remarks
3. Click Save.