Cómo usar tu suscripción de ExSaph

You just subscribed to ExSaph and need to get value fast. This walkthrough shows how to set up your account, invite users and avoid the usual friction in the first days.

When this matters

• You need to onboard a new property or client quickly.
• Teams are unsure how to start and risk losing momentum.
• Early mistakes in roles or data setup could slow adoption.
• You want predictable steps to show progress to stakeholders.

Common problems

• Incomplete unit/resident data leading to errors in communications.
• Wrong roles/permissions causing access or privacy issues.
• Notifications misconfigured, so nobody sees updates.
• No checklist for first assemblies or tasks, causing delays.

Step 1: Prepare your data

• Gather unit/resident lists and roles (admin, board, owner, tenant).
• Import data in batches and validate contact details.
• Set naming conventions for properties and buildings to avoid duplicates.

Step 2: Configure roles and notifications

• Define who can call assemblies, publish notices and assign tasks.
• Enable notifications for critical events (calls, votes, tasks due).
• Test a sample notification to confirm delivery.

Step 3: Run your first assembly

• Create the agenda, attach materials and set quorum rules.
• Register attendance live, capture votes and log decisions.
• Generate the minutes and assign follow-up tasks.

How Eximus usually handles this

We guide new ExSaph customers through a short onboarding: data prep, roles, notifications and a pilot assembly. For unique flows or integrations, we extend ExSaph so it fits your operation instead of the other way around.

Next step

If you want a guided onboarding or integrations with your existing systems, we can help you set it up quickly. Request a call or check Business Software Development for custom work.