Quick answer
Configure organization: Prepare branding, billing, permissions, and core channels so the workspace can operate cleanly from day one. In Renteric, follow these key steps: Open organization details, Configure branding and communications, and Set payment channels and currency. Finish by validating that the organization is ready to operate, collect payments, and assign work without cleanup tasks later.
Before you start
- Have an administrator role in the workspace.
- Confirm legal name, tax id, and operating currency.
- Prepare the logo, payment channels, and team owners.
Step by step
- 1
Open organization details
Open Settings and complete the trade name, legal name, tax id, language, and timezone to lock the operating identity.
- 2
Configure branding and communications
Upload the logo, colors, and message signature so portals, emails, and PDFs use the right brand.
- 3
Set payment channels and currency
Save the primary currency, receiving accounts, payment links, and bank-reference rules the team will rely on.
- 4
Create the initial permission model
Invite the team and assign roles to separate admin, collections, maintenance, and owner visibility responsibilities.
- 5
Validate portals and automation defaults
Review notifications, templates, and portals before launch to avoid blank messages or incomplete access.
Common errors
Payment configuration will not save
A required currency, alias, or receiving account field is still empty.
Finish every field in the Payments block and run validation again.
The team does not receive invitations
The invitations were sent with an invalid email or a blocked domain.
Correct the email, resend the invite, and confirm the delivery log.
FAQ
Can I change the currency later?
Yes, but do it before issuing leases, invoices, or reports because it affects templates and dashboards.
Which role is needed to edit permissions?
Only administrators or workspace owners can change global roles.
Should I invite the team before creating properties?
Yes. That way each owner enters with the correct permissions and you avoid reassignment work later.
Video guide
What this solves
Prepare branding, billing, permissions, and core channels so the workspace can operate cleanly from day one.
Open organization details
What to prepare first
Have an administrator role in the workspace. Confirm legal name, tax id, and operating currency. Prepare the logo, payment channels, and team owners.
Configure branding and communications
Guided walkthrough
Open organization details: Open Settings and complete the trade name, legal name, tax id, language, and timezone to lock the operating identity. Configure branding and communications: Upload the logo, colors, and message signature so portals, emails, and PDFs use the right brand. Set payment channels and currency: Save the primary currency, receiving accounts, payment links, and bank-reference rules the team will rely on.
Set payment channels and currency
How to validate the result
Create the initial permission model: Invite the team and assign roles to separate admin, collections, maintenance, and owner visibility responsibilities. Validate portals and automation defaults: Review notifications, templates, and portals before launch to avoid blank messages or incomplete access. the organization is ready to operate, collect payments, and assign work without cleanup tasks later
Validate portals and automation defaults