Settings & Misc Features
In this section we will explore the miscellaneous items that don’t specifically fit into previous sections.
User Settings
Your personal user settings can be accessed by clicking the drop down box on your profile:
Settings: To navigate to your personal user settings.
Dark / Light mode: To toggle between dark and light mode.
Log Out: Log out of your COHO account.
Settings
Here you can make changes to your profile such as: Forename, Surname, Email, Mobile Number, Password and profile image.
Here, you are able to configure the notification settings for each panel:
On each section you can choose if notifications are on or off for your user profile.
All notifications are sent via email. If you have the COHO app installed on your smartphone, you can also choose if you want to receive push notifications.
Default (Grouped): This is the default overall notification for the whole section. i.e., instead of having to go into each section and set it manually.
(Grouped): The system will wait a while to gather all notifications within the section and send them as a whole. For example, you'll have an email saying 'You have XX new actions'
Immediately: This will send the notification as soon as it is triggered. Each action will have it's own notification email.
Tagging
COHO gives you the ability to add tags to certain items. You can then use these tags to filter in various panels over the account. Tags can be added in various places throughout the system.
For example, if you navigate to any property, you will see that you can ‘start tagging’ the property.
Here we can ‘add property tag’. Multiple tags can be added to a property.
An example of tags can include the property owners name or the team within the organisation responsible for the property. Once a tag has been created, the next time you go to add a tag elsewhere, it will appear when you start to type it.
Once tags have been added to the property, you will then see filtering options for that tag in any panel in COHO that has filtering options.
Room Tagging
Tags can be used at room level.
Compliance Tagging
Tags can be added to renewal compliance documents when adding them via the Actions panel.
Happy Face
The Happy Face Icon can be found on the menu bar at the top right of your account:
Feedback & Suggestions: We love to hear your feedback and suggestions here at COHO so please leave us a message!
Deactivating a property / room
In some circumstances you may need to deactivate a property on COHO. This might be due to not managing the property any longer or keeping it off the market whilst refurbishments take place.
In order to deactivate a property or room, you must ensure that all tenancies are terminated first. See also Tenancy Summary & Information.
Deactivate property:
Navigate to the Property Details panel for the property you wish to deactivate.
Click ‘deactivate property’.
Once you click ‘Ok’, the property will appear ‘greyed out’ on your Properties panel.
Activate: Activates the property back to its original state. All documents and information added will be saved.
Bin Icon: This will delete the property from the system. All documents and information added will be lost.
Deactivate a room:
Navigate to the ‘Room Details’ panel for the room you wish to deactivate.
Click ‘Deactivate room’.
Once you click ‘Ok’, the room will appear ‘greyed out’ on the property page. From there the room can be reactivated or deleted from the system completely.
Active / Inactive Services
At the bottom of every property page, you will see the Active and Inactive Services on the property.
Most panels in COHO have a Settings Cog that can be configured. If the setting has been configured to be turned off, you will find the Inactive Service in this section. By clicking ‘read more’ you will be able to turn the service back on.
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