Strata groups are really helpful when you manage multiple properties within the same building or complex.
You can keep track of shared documents like by-laws, building information and AGM minutes in one central location and easily access them from any property that is part of the Strata group. You can also add notes and send bulk messages to the renters or investors of the Strata group.
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Quick start steps
- Create a Strata group for each building or complex you manage from the Settings area
- Link properties and suppliers to the Strata group
- Add files and notes to the Strata group
- View Strata group details by clicking on the Strata group button at the top of the Property page
In this article
Create a Strata group
From the settings area
- Click on Strata groups
- Click on Create group
- Add a name and description to your new Strata group and click save
Note: Strata group names must be unique
Manage Strata groups
Update Strata group name or description
- Click on a Strata group to open the Strata group details screen (from either the Strata group list in the Settings area or the Strata group button on the Property page)
- Click Edit
- Update the Strata group name or description and click save
Link properties to Strata groups
There are two ways to link properties to groups.
From the Property page
- Click Link to Strata groups button
- Select the Strata group you want to link
From the Strata Group details screen
- Click on the Properties tab
- Click on the Link property button
- Search for the properties you want to link
- Click Link for all properties you want to link to the Strata group
Unlink properties from Strata groups
There are two ways to unlink managements from groups.
From the Property page
- Click the cross next to the Strata group button
From the Strata group details screen
- Go to the Properties tab
- Click on the three dot menu button next to the management you want to unlink
- Select Unlink property
Link suppliers to Strata groups
From the Strata Group details screen
- Go to the Suppliers tab
- Click on the Link suppliers button
- Search for the suppliers you want to link
- Click Link for all suppliers you want to link to the Strata group
To unlink a linked supplier
- Click on the three dot menu button next to the supplier you want to unlink
- Select Unlink supplier
Add files to a Strata group
- Open the Strata Group details screen
- Click on the Files tab
- Drag and drop your file or use the Add file link
To delete a file from a Strata group
- Hover over the file you want to delete
- Click the Delete icon on the file
Note: This will delete the file and it will no longer be accessible in Ailo
Add notes to a Strata group
- Open the Strata group details screen
- Click on the Files tab
- Drag and drop your file or use the Add file link
To archive a Strata group note
- Hover over the note
- Click on Archive
Note: You can view and restore archived notes by switching the Show archived toggle on.
Send bulk messages to Strata groups
You can send bulk messages to customers based on the groups they are linked to.
Firstly, set up a bulk message project as normal, then in the Select recipients window select the Strata group(s) from the Strata groups dropdown menu.
Note: You can select multiple Strata groups.
For general instructions on bulk messaging projects see this help article.
Filter the property list by Strata group
To filter the Property list by Strata group
- Go to the Properties area in the left hand navigation menu
- On the property list, select the Strata group filter button
- Select one or more Strata groups to filter the list of properties
Delete a group
From the settings area
- Click on Strata groups
- Find the Strata group to be deleted
- Click on the Three dot menu
- Select Delete
Who can view, create and delete Strata groups
All users can create, view and delete Strata groups.