Company Settings

Yardi PIN: Connector to Voyager DB. Found in YCRM or Stellar.

Deal Manager Status: Defines environment type (e.g., Production, Staging).

Custom Site / Coworking Company: Flags for custom usage.

Enable Company Email Domains: Whitelist email domains for internal users.

Exclude from Registration Page: Hide company from registration dropdown.

Enable Space Broker Assignment / Show Business Parks Only / Show Property Contact.

Show Labels in Floorplan: Displays tenant labels.

Show Deal ID on Dashboard: Toggle visibility of unique deal identifiers.

Client Secret Key: API security.

Maintenance Mode: Temporarily disables user access (does not remove active sessions).

Domain Name: Found in Stellar > Client Info (omit http:// and .yardione).

App Setup: Navigate to Admin Settings > Apps > Add App > Web App > CommercialCafe and rename.

Admin Collaboration: Ensure proper group setup for access.

Terms & Conditions / Privacy Policy / Elevate URL: Custom legal and application resources.

Elevate Modules: Display in top-right initials menu.

Billing Period/Type: Yearly or monthly, and amount format (e.g., Per SF/YR).

Voyager Attachment Path: Leave default unless custom path provided.

Rental Rate Preference: Choose between Marketed vs. Budgeted Rent.

Legal Manager Toggle: Enables Legal Manager module.

Global Filter / Comm Café API User: Enables cross-dashboard filtering and API user settings.

Facebook, Twitter, Google+, LinkedIn URLs.

Maintenance, Tech Support, Accounting, Deal, ILS Lead Emails

Deal Email Alerts: Receives notifications when deals move to Lease Negotiation.

Phone Support Contact

NER Preference / UTC Schedule for Weekly & Daily Digests

Site Tracking: Embed codes for Google Analytics, Tag Manager, Facebook Pixel.

Enable/test DB connection.

Market / Sub-Market

Property Type / Custom Tables

Enable module, email domain rules.

Tenant Rep Info, Inquiry Fields, Space Requirements, SIC, Lead Source, etc.

Used for tagging CRM entries.

Allow user-generated labels if needed.

Default Leasing Agent

Dashboard Time Period

Substage for New Leads

NPV Discount Rate and formula

SharePoint / Save for Edit / Approval Settings

Cash Flow, Four Decimal Support, Document Attachments

Month-to-Month, Legal Entity Tracking

Proposal Comparison, Clause Group Tokens

Approvals for Dead Deals, Non-active Proposals

Custom Workflows and Reset Rules

Calculation Overrides (e.g., Term Calculation as Voyager)

Stacking Plan Role

Budget Books (Primary/Secondary)

Commission Display Mode

Lease Type Mappings

Expense Mapping

Rent Mapping

Add/edit user info, assign roles, and access control.

External users must be manually assigned.

Page & Element Access: Controlled via role settings.

Test Users: Recommended for validation during setup.

CSV Import: Space, Property, Broker, Deals, Contacts, Expenses.

Voyager Integration: Attribute syncing, Property sync, User lists.

Matrix & Advanced Sync Options

Daily Voyager Sync: Essential for up-to-date info.

Industrial Fields, Market Rates, Property Attributes

Edge Integration & Availability Settings

Contact Roles: Map DM roles to Voyager roles for each entity.

Approval Requirements: Set approval gates at company or property level.

Document Settings: LOI Templates, SharePoint Mappings, Document Tokens.

Always validate with clients during configuration to match their existing Voyager setup.

Use flags thoughtfully to enhance performance and usability.

Document settings changes for auditing and support.