The videos in this article relate to administrator functions and menus in StrataMax. These include topics such as...
Building Transfers Made Easy: A Practical How‑To Session (41 minutes)
Our Building Transfers Made Easy webinar delivered a fast, practical walkthrough of the full transfer process — from understanding transfer codes to actioning the Transfer In Checklist with confidence. We covered key steps like creditor and account maintenance updates, GLMax imports for management fees, and quick DocMax cleanup wins, wrapping up with tips to tidy up non‑critical tasks for a smooth, stress‑free transfer.
Security Setup and External Access Video
This is a recording of the webinar delivered in June 2024, not long after the Security Setup menu received an update with a new look, and enhanced functionality. Learn how to set up new accounts for access to StrataMax for internal and external users, and how to manage different levels of access and permissions for users and groups more efficiently.
StrataMax Administration Video
This is a recording of a webinar delivered in April 2022 covering some administrative functions in StrataMax including Security Setup, DocMax, Account Manager Edit, and Edit Pick List.
System Logs Video
This video demonstrates how to utilise the Log Viewer and various logs in StrataMax to assist with understanding processes and what action points are required when there are errors. These areas are useful to understand if processes have not had a desired outcome due a setting not being set correctly, or to confirm when an action has been taken.