Before proceeding, it’s important to understand how each property—or a portfolio—can inherit settings from its portfolio or company-level configurations. To learn more about configuration inheritance and how a single property can override portfolio and company-level settings, see Configuration Inheritance (Property, Portfolio, & Company Level).

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Configuring the Company Access Instructions

Access Instructions are especially useful when we get permission to enter because it simplifies scheduling and does not require the resident to be on-site for the Service Provider to perform work.
The default access instructions set at the company level will automatically apply to all portfolios and properties on the account—unless a portfolio or property has been individually updated.
Click the dropdown menu on the far right-hand side of your portal and click Account Settings.
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Under the Details tab, scroll down to the Maint. Communication Settings section. From here, you will see an editable field under Default Access Instructions. Type the instructions for the Service Provider and click Save.
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Configuring a Portfolio Access Instructions

The Default Access Instructions set at the portfolio will automatically apply to all the properties within that portfolio.
Click Places then choose Portfolio.
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Next, click on the name of the Portfolio.
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Under the Details tab, scroll down to the Maint. Communication Settings section. From here, you will see an editable field under Default Access Instructions after clicking the Override option.
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Type the instructions for the Service Provider and click Save.
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Ensure the Provide Access instruction toggle is ON. If this toggle is ON, it should appear Blue and positioned to the right.
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Configuring a Property Access Instructions

Click the Places, then choose Properties.
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Search for the property and click on the address.
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In the same way as setting up the portfolio, you can override the property’s current pre-dispatch instructions. After making your changes, click Save and ensure that the Provide Access Instructions toggle is turned on.
Overriding the settings at the property level supersedes the pre-dispatch instructions set at the portfolio and company levels. Any changes made at the portfolio or company level will no longer apply to the property once it has been individually updated.
And there you have it! That’s how easily you can configure the Default Access Instructions!