Step-by-step guide
Set up your organization
Create the workspace that owns your portfolio, team, language, province, and billing state.
Who this is for
Admins, property managers, and team members working inside a Blocora workspace.
Before you start
- Sign in with an account that has access to the organization.
- Check the province, language, and role permissions for the workspace.
- Keep sensitive resident or lease information inside the protected Blocora workspace.
Steps
- 1Open the Blocora workspace area for "Set up your organization".
- 2Confirm you are in the correct organization and province context.
- 3Complete the required fields before saving the record.
- 4Review the next action Blocora shows after the record is saved.
- 5Confirm the activity remains visible from the related record or dashboard.
Screenshots and callouts
Screenshot placeholder: before-action state.
Screenshot placeholder: saved confirmation state.
Callout: demo data stays isolated per organization.
Common mistakes
- Creating the record inside the wrong organization.
- Skipping the province check before a lease or notice workflow.
- Confusing sample demo records with real customer records.