Modules Currently Supported
- Visitor Registration
Phase I: Kickstart Integration
The Property Management team will reach out to their Envoy CSM and/or Account Executive (cc [email protected] and HqO CSM on this email) with the following information:
Message: Please initiate the integration between HqO & Envoy for [Building Name & Address].
Phase II: Account Setup
Step Two: Property Manager select ‘Integrations’ from the Envoy dashboard on the left side toolbar.
Step Four: Property Management will authorize the plugin.
Note: If you need your building UUID reach out to [email protected] to get the ID.
Phase III: Testing
Step One: HqO will configure the integration and begin to user test the modules that are being integrated through Envoy & HqO. Once testing is complete, HqO will follow up with user account information & test cases for the Property Management team to clear out of their Envoy backend.
Step Two: Property Management team to confirm user flow & set up is correct. If requested, HqO can demo the integration with the Property Management team.
Phase IV: Granting Access & Go Live
Once the testing is confirmed completed, the Property Management team grants building tenant contacts access to Envoy. Follow the below steps:
Step One: In Envoy, go to employee directory, select “Import Employees” and click “Select CSV file”.
Step Three: Property Management will decide if they want HqO to permission the Visitor Registration tile in the app. If yes, Property Management will send the same CSV to HqO to grant access to the Visitor Registration tile in the app.
- If we choose to allow everyone to see the visitor registration tile, they will receive an error message if they do not also have access to Envoy.
- If HqO adds permissions to the Visitor Registration tile, the Property Manager will need to alert HqO when a new tenant contact is added to Envoy so that they can see the Visitor Registration tile