Genea

As property manager or tenant manager you can now add or manage users using Genea Overtime HVAC Mobile App

How to add or manage users using Overtime HVAC Mobile app?

This article describes how you can add and manage users for Genea.

Managing Users: Adding, Removing, and Resending Invitations

This guide will provide an overview of the various roles available for user assignment within Genea's On Demand HVAC Portal.

Managing Users in the OD HVAC Portal

Creating an Overtime HVAC request from a desktop

This guide will walk you through how to submit a HVAC request.

How to Submit an HVAC Request in the Portal

Paige Horn

Lindsey Lewis

Eric Yokote

For All Users

www.getgenea.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.