Companies Using HERA Registry: Multi-User Account Management

Managing property registrations across multiple jurisdictions can be complex, especially for property management companies handling dozens or hundreds of properties. The HERA Property Registration portal is designed to streamline this process, making it easy for property management companies to manage all their registrations in one centralized location with team collaboration features.

This guide focuses specifically on company account features, multi-user management, and team collaboration capabilities.

Setting Up Your Company Account

Step 1: Create Your Primary Account

The first step is for a designated primary user (typically a property manager or company administrator) to create a company account:

1. Navigate to the HERA Registry portal and click “Sign Up”
2. Choose “Company Account” during registration (as opposed to an individual account)
3. Complete your company profile with:
   • Company name
   • Email address
   • Phone number
   • Business address
   • Other required contact information

Once you’ve completed registration, you’ll have access to your company dashboard. As the primary account holder, you have full administrative privileges to manage properties, users, and account settings.

Step 2: Complete Your Account Profile

Before inviting team members or registering properties, take a moment to ensure your account information is complete and accurate. This information will be used for all property registrations associated with your company, so it’s important to have everything correct from the start.

Inviting Team Members

One of the most powerful features of the HERA Registry platform is the ability to add multiple users to your company account. This allows your team to collaborate on property registrations while maintaining centralized oversight.

How to Add Users

1. Navigate to the Users tab on your dashboard
2. Click “Add User” or the invite button
3. Enter the team member’s email address
4. The system will send them an invitation

What Happens Next

When you invite a user:

• If they don’t have a HERA Registry account yet, the system creates a pending invitation for them
• If they already have an individual account, their existing account will be flagged with a pending invitation
• The invited user will see a notification when they log in to accept or reject the invitation

Accepting Invitations

When a team member logs into the HERA Property Registration portal for the first time after being invited:

1. They’ll see a pending invitation dialog explaining they’ve been invited to join your company account
2. They can review the invitation details, including the company name and primary account holder
3. They can accept or reject the invitation:
   • Accepting converts their account to a secondary user account linked to your company
   • Rejecting declines the invitation and maintains their independent account

Once accepted, the team member becomes a secondary user with access to all company properties and registrations.

Managing Users

As the primary account holder, you can:

• View all users (both active secondary users and pending invitations) in the Users tab
• Cancel pending invitations if needed
• Disable secondary user accounts if team members leave your organization or no longer need access
• Update user information as needed

Important Note: Secondary users cannot invite other users or manage user accounts—only the primary account holder has these privileges.

Team Collaboration Features

Shared Access to Properties

Once team members are added to your company account:

• All users can view all company properties and registrations
• All users can register new properties on behalf of the company
• All users can renew licenses and manage existing registrations
• All users can view payment history and make payments

Dashboard Organization for Teams

The portal’s filtering and organization features help teams work efficiently:

• Filter by jurisdiction: Assign team members to manage properties in specific cities or regions
• Filter by license type: Separate short-term rentals from other property types
• Search functionality: Quickly find specific properties
• List or map view: Toggle between tabular data and geographic visualization

Team Workflow Best Practices

1. Assign responsibilities by jurisdiction or property type
2. Use dashboard filters to help team members focus on their assigned properties
3. Coordinate on complex registrations that may require additional documentation
4. Ensure all team members understand the renewal timeline and deadlines
5. Maintain clear communication about which team member is handling which properties

Scaling Your Operations

As your property management company grows, the HERA Registry portal scales with you:

• No limit to properties or jurisdictions you can manage
• Add new team members anytime as you hire
• Efficient bulk management through filtering and search
• Consistent process across all jurisdictions
• Centralized oversight of all registrations from one dashboard

Company Account Benefits

Centralized Management

• All properties managed from one account
• Single point of contact for all jurisdictions
• Unified payment and billing management
• Comprehensive reporting across your entire portfolio

Team Efficiency

• Multiple team members can work simultaneously
• No need to share login credentials
• Clear accountability with user tracking
• Flexible team structure that grows with your business

Administrative Control

• Primary account holder maintains full control
• Manage team access and permissions
• Oversee all registrations and renewals
• Maintain company-wide compliance standards

Tips for Property Management Companies

Setting Up for Success

1. Set up your account thoroughly before inviting team members
2. Invite team members early so they can assist with registrations
3. Establish clear workflows for property registration and renewal
4. Train team members on the portal’s features and processes
5. Set up calendar reminders for renewal dates (in addition to email notifications)

Managing Your Team

• Onboard new team members by inviting them and providing training
• Use the Users tab to monitor team activity and manage access
• Remove access promptly when team members leave
• Keep user information updated to ensure proper notifications

Portfolio Management

• Use filters strategically to organize work by jurisdiction or property type
• Leverage map view to visualize your portfolio geographically
• Maintain accurate property information throughout the year
• Coordinate renewals to avoid last-minute rushes

Getting Started with Company Accounts

Setting up your property management company account on HERA Registry is straightforward and can typically be completed in less than 30 minutes. Once set up, you’ll have a powerful platform for managing all your property registrations efficiently with your entire team.

Ready to set up your company account? Create your company account today and invite your team to experience streamlined property registration management.

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Have questions about company accounts or multi-user features? Contact our support team for assistance with setting up and managing your company account.