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1,847credits3
Tasks2Workspace1Asset4Committee3CRM1Reports6
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v3.1
SettingsAdmins
Admins
Manage staff, group them into teams, and roster who's on each day. Workflows and tasks assign work here.
4 teams · workflows and tasks can be assigned to a team; rostered members for the day are eligible to self-allocate.
TeamPurposeMembersActions
Strata Managers
T-001
Lead managers — own portfolio relationships and committee outcomes3
Assistant Managers
T-002
Support strata managers, triage inbound and prep packs2
Admin Pool
T-003
Cross-portfolio admin self-allocation queue2
Accounts
T-004
Levies, arrears, payments and reconciliation1
Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.
1 credit per query · Audited in /ai/audit-log⌘J