Configura tu primera copropiedad en ExSaph

Setting up your first property in ExSaph should be quick and error-free. This guide covers the essentials: units, users, permissions and the first communications.

When this matters

• You are onboarding a new building or community to ExSaph.
• Multiple admins need consistent permissions and naming.
• You want to avoid data clean-up later due to bad imports.
• Residents expect clear communications from day one.

Common problems

• Unit/resident data entered inconsistently.
• Permissions too open, causing privacy or change control issues.
• No standard naming for buildings/blocks leading to confusion.
• Initial notices and tasks not reaching the right people.

Step 1: Structure and data

• Define buildings/blocks and unit naming conventions.
• Import units and residents with roles (admin, board, owner, tenant).
• Validate contact info and ownership to avoid duplicates.

Step 2: Permissions and governance

• Assign admin roles and approval rules for announcements and tasks.
• Set who can call assemblies, upload documents and edit records.
• Enable audit logs for changes to sensitive data.

Step 3: First communications

• Publish a welcome notice explaining channels and expectations.
• Create the first task backlog (maintenance, pending issues).
• Set notification preferences and test delivery.

How Eximus usually handles this

We help teams set up structure, governance and initial communications in a short onboarding sprint. If you need custom workflows or integrations, we extend ExSaph to match your processes.

Next step

If you want guidance to configure your first property or connect ExSaph to other tools, we can help. Request a call or see Business Software Development for custom work.