connecX

Portal Login 4

• Portal Login
• Log in to the Portal for the first time
• Log in to the Portal as an existing user
• Forgotten Password

Portal Dashboard 3

• Portal Dashboard - Status Row
• Portal Dashboard - Action Rows
• Portal Dash Board - Booking Rows

User Management 5

• View Contacts
• Create New Contact
• Archive Contact
• Edit Contact
• Resend Activation Email

Deliveries 7

• View Deliveries
• Edit Deliveries
• My Parcel Locker
• Create Deliveries
• Collect Deliveries

View all 7

Events Calendar 10

• Events Calendar Overview
• Create New Daily Event
• Edit Event
• Create New Recurring Event
• Delete Event

View all 10

Stripe Payments 2

• Setting Up Stripe Payments
• Setting up Payments for Facilities

Facility Bookings 9

• Facility Bookings Overview
• Create a Facility Booking
• Edit Facility Booking
• Delete Facility Booking
• View Facility Bookings

View all 9

Facility Management 1

• Facility Management

Maintenance Management 3

• Manage Maintenance Requests
• Create work order
• Download Maintenance Requests

Message Management 2

• Viewing Messages
• Sending Messages

News Management 6

• Create News Item
• Edit News Item
• Delete News Item
• Setting Up MagicInfo Panel
• Publishing News on MagicInfo from connecX

View all 6

Service Bookings 6

• View Service Booking Requests
• Pending Service Bookings
• Confirmed Service Bookings
• Change Requested Service Bookings
• Cancel Requested Service Bookings

View all 6

Troubleshooting 1

• Resetting Cookies

User Registration 3

• User Registration Overview
• View Pending User Registrations
• Approve/Reject Pending Registration

Visitor Registration 3

• View Visitors
• Create a Visitor
• Visitor Arrival and Departure

Key Management 0

Surveys 2

• How to create a survey for connecX
• Create an account with Survey Monkey

Car park Bookings 2

• Car Park Booking Requests
• Car Park Settings

Logs 1

• Access System Log

Overview 1

• Overview

Asset Management 6

• Overview
• Create New Asset
• Edit asset
• Archive Asset
• User Guide: How to Use the Asset Category Page

View all 6

Contractors 6

• Overview
• Create New Contractor
• View Contractors
• Edit contractor
• Archive a contractor

View all 6

Maintenance Plans 6

• Overview
• View Maintenance Plans
• Create New Maintenance Plan
• Edit Maintenance Plan
• Archive Maintenance Plan

View all 6

Work Orders 7

• Overview - Work Orders
• View Work Orders
• Create New Work Order
• Edit Work Order
• Archive Work Order

View all 7

Maintenance Calendar 2

• View Calendar
• Maintenance Calendar Overview

Budget Codes 1

• Budget Codes

Inspections 4

• Inspection Templates - Overview and How To
• Inspections
• Inspections Overview
• Re-ordering Inspections

User Login 4

• Log in to the app for the first time
• Log in to the app as an existing user
• Multi-Factor Authentication
• Reset Password

User Account 3

• Overview
• Energy Account Number (SUPA Energy)
• User Account Overview

Access Control 3

• Schlage lock setup
• FDi Scanner setup
• Scan FDi readers with no Wi-Fi, Data or Signal

Service Bookings 4

• Create a Service Booking
• View my Service Bookings
• Edit a Service Booking
• Cancel a Service Booking

Facility Bookings 5

• View Facility Bookings
• Create Facility Booking
• Edit Facility Booking
• Cancel Facility Booking
• Move in/out Bookings

Maintenance Requests 5

• View Maintenance Requests
• Create Maintenance Request
• Edit Maintenance Request
• Cancel Maintenance Requests
• Overview

Messaging 4

• Overview
• View & Send to Messages
• Overview
• Mute a group chat

Smart Home 5

• Overview
• View and Control Devices
• Activate Scenes
• Lift Control
• Legrand Integration

Event Bookings 4

• View Booked Events
• Cancel Booked Events
• Create an Event Booking
• What happens when a Building Manager cancels an event

Visitor Registration 5

• Register a Vistor
• Cancel Visitor Registration
• Edit a Visitor
• View Visitors
• Booking a Carpark for a visitor

Deliveries 4

• Overview
• View deliveries
• Collect a pacel on the user's behalf
• Delivery collection

Alexa Voice 7

• Account Linking
• Alexa Voice Commands (non-Smart Home)
• Amazon Skill Store
• Amazon Alexa Mobile App
• Alexa and Alexa Device FAQs

View all 7

Kone Lift Integration 0

HSCTG Nurse Call Integration 0

Salto Integration 0

Smart Things Integration 0

SUPA Energy 0

Login 1

• User Login

Navigation menu 1

• Navigation menu

Display Suite 2

• Project list
• Open a project

Contacts 0

Device Setup 1

• Apple device setup (iPad)

connecX Release 2.9 2

• Release 2.4 Enhancements
• Release 2.9 Defects Fixes

connecX Release 3.0 2

• Release 3.0 Defect Fixes
• Release 3.0 Enhancements

connecX Release 3.1 13

• Release 3.1 - IMPORTANT
• Release 3.1 - Facility Booking Updates
• Release 3.1 - NEW Budgeting & Invoicing
• Release 3.1 - Work Order Updates
• Release 3.1 - Contractor Updates

View all 13

connecX Release 4.0 9

• Release 4.0 - General
• Release 4.0 - Setting Page
• Release 4.0 - Commercial Support
• Release 4.0 - Dashboard Enhancement
• Release 4.0 - iPassan User Synchronisation

View all 9

connecX March 2024 Release 10

• Visitor Booking - Access Control
• Energy - App
• Export Work Orders
• FDi Interface Enhancements
• Introduction of Floor Levels

View all 10

connecX April 2024 Release 6

• Carparks
• Lock Shortcut
• Contractors Page uplift
• Onboarding Levels
• Registration Page Update

View all 6

connecX May 2024 Release 10

• Scan FDi readers with no Wi-Fi, Data or Signal
• Inspection and Inspection Templates Updates
• Event Cancellations in App
• Additional Profile Details in the App
• iPassan integration updates

View all 10

connecX August 2024 Release 6

• Multi-Factor Authentication (MFA) Update for connecX Portal and App
• SUPA Energy Registration form
• Visitor Page Update
• Facilities Booking Report
• Assigning Credentials

View all 6

Privacy policy 1

• Privacy Policy 18/12/2020

Terms and Conditions 1

• Terms of Service

Site Onboarding - Advanced 1

• Advanced Site Onboarding

connecX Subscription Tiers 3

• connecX Community Features
• connecX Facility Management Features
• connecX Smart Building Features

Troubleshooting 3

• BLE Credentials Failing due to a Timezone Error in Bookings
• connecX users missing in iPassan
• Log tool in iPassan

Overview 0

connecX integration with iPassan 4

• iPassan User Creation/Editing/Archiving via. connecX
• iPassan facility bookings via. connecX
• iPassan visitor booking via connecX
• Assign iPassan/Schlage credentials via. connecX