This document outlines the process of sharing a property with JadeTrack in Portfolio Manager in order to sync the property energy data within the JadeTrack software.
Instructions
Sharing a Property
Once a property has been created, or is ready to be shared, the first step is to add the JadeTrack Portfolio Manager (PM) account as a contact. Properties cannot be shared with JadeTrack unless the user’s PM account and the JadeTrack PM account are connected as contacts.
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After selecting “Full Access” for each item in the table and selecting “No” for the “Share Forward” option at the bottom of the table, click on the “Apply Selections & Authorize Exchange” button to close the table. Click on the “Share Property(ies)” button at the bottom of the page to officially share the property or properties with the JadeTrack account. After accepting the shared permissions, we will be able to transfer all of the Portfolio Manager data into the JadeTrack software.
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Instructions
Login to Portfolio Manager
Select Sharing tab
Select Set Up Web Services/Data Exchange
Select JadeTrack User (jadetrack)
Select Properties to share:
Multiple Properties
Select Permissions, typically:
I want to set permission levels in bulk...
Exchange Data Full Access
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