Initial Configuration Guide
Complete setup guide for configuring Syndik for your property management needs. Follow this comprehensive checklist to ensure optimal performance and security.
Overview
Proper initial configuration is crucial for maximizing Syndik's effectiveness in managing your properties. This guide will walk you through all essential settings and configurations to get your system ready for daily operations.
Configuration Checklist
This guide includes a comprehensive checklist to ensure no critical settings are missed during setup.
System Settings
Configure core system settings that affect the overall behavior of your Syndik instance.
- Set your primary time zone
- Configure date and time formats
- Set currency and number formats
- Choose language preferences
- Configure automatic backup schedule
- Set data retention policies
- Configure cloud storage integration
Organization Setup
Configure your organization's basic information and contact details.
- • Organization name and logo
- • Business registration details
- • Tax identification numbers
- • Business type and licensing
- • Primary business address
- • Phone and fax numbers
- • Email addresses
- • Website and social media
User Preferences
Set up default user preferences and interface settings.
Interface Settings
- • Theme preferences
- • Dashboard layout
- • Navigation style
Default Views
- • Property listings
- • Resident management
- • Financial reports
Accessibility
- • Font size preferences
- • Color contrast
- • Keyboard shortcuts
Security Settings
Configure security policies and access controls to protect your data.
- • Enable two-factor authentication
- • Set password complexity requirements
- • Configure session timeout policies
- • Set up audit logging
- • Configure IP address restrictions
Payment Integration
Set up payment processing and financial integrations.
Online Payments
- • Credit card processing
- • ACH/bank transfers
- • Digital wallets
- • Payment scheduling
Financial Reporting
- • Chart of accounts setup
- • Tax reporting configuration
- • Financial statement formats
- • Automated reconciliation
Notification Setup
Configure notification preferences and communication channels.
Email Notifications
SMTP server configuration and templates
SMS Notifications
Text messaging service integration
Push Notifications
Mobile app and browser notifications
Customization Options
Personalize the interface and functionality to match your workflow.
- • Brand colors and logo
- • Custom themes
- • Dashboard widgets
- • Report templates
- • Custom fields
- • Automated workflows
- • Business rules
- • Integration settings
Data Import
Import existing data from other systems to get started quickly.
Supported Data Types
Note: Data import should be performed carefully with proper backup procedures in place.