Key concepts
- Roles define what a user can view, create, edit, and approve within the system.
- Dashboard contents differ by user: some users see different icons and actions than others based on their role.
- Approval workflows require specific roles to be linked as internal contacts on each lease (for example, Lease Reviewer, Rent Approver).
Setting up a new location
Locations are the foundation of all lease records. Create locations from the Mapping module before creating leases.1
Open Mapping
From the functional dashboard, click the Mapping icon. The map opens in a new browser tab.
2
Search for the address
Enter the full address (including suite number if applicable) in the search bar and click the magnifying glass. Click the result to drop a pin on the map.
3
Create the location
Either right-click the pin and select Create Entities → Locations, or click the Create Entities action in the header and select Locations. Then click the pin when prompted.
4
Fill in the form
Enter the store/location name and number in the pop-up, then click Submit. An icon appears on the map marking the new location.
5
Complete the record
Click the map icon, then click the view arrow to open the full location record. Add any additional information (location type, contacts, etc.) and click Save.
Configuring internal contacts for approvals
Before lease or payment approvals can be submitted, the appropriate approvers must be linked as internal contacts on each lease.1
Open Contacts
In Lease Details, click Contract Details → Contacts.
2
Add an internal contact
In the Internal Contacts table, click Add. Select the role (for example, Lease Reviewer or Rent Approver), search for the user, and click OK.
If your company uses default contacts, they may already be linked automatically when a lease is created. Check with your Tango administrator for your company-specific configuration.