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Company Settings

All configuration options available to administrators for optimizing Deal Manager's integration and functionality.

🔧 1. General Settings

Company Information

Input the basic details about your company for identification and internal reference.

Settings, Deal Manager Config

Identification & Environment

  • 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).

YardiOne SSO Integration

  • 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.

Company URLs

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

  • Elevate Modules: Display in top-right initials menu.

Billing & Rate Preferences

  • 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.

📣 2. Social Media & Communication Settings

Social Links

  • Facebook, Twitter, Google+, LinkedIn URLs.

Email Contacts

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

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

  • Phone Support Contact

Email Digest

  • NER Preference / UTC Schedule for Weekly & Daily Digests

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

🛠️ 3. Voyager & Market Configuration

Voyager Connection

  • Enable/test DB connection.

Attributes

Assign Voyager system attributes:

  • Market / Sub-Market

  • Property Type / Custom Tables

Marketing

  • Enable module, email domain rules.

📄 4. Deal Requirements & Field Customization

Mandatory Fields for Deals

Choose required inputs such as:

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

Labels

  • Used for tagging CRM entries.

  • Allow user-generated labels if needed.

🔁 5. Deal Settings & Workflows

General Configuration

  • 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

Advanced Options

  • 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)

📈 6. Voyager Integration: Economics, Clauses, Roles, Rent & Expenses

Configuration Mapping

  • Stacking Plan Role

  • Budget Books (Primary/Secondary)

  • Commission Display Mode

  • Lease Type Mappings

  • Expense Mapping

  • Rent Mapping

🔐 7. Security & User Administration

Users

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

  • External users must be manually assigned.

Roles & Security

  • Page & Element Access: Controlled via role settings.

  • Test Users: Recommended for validation during setup.

🔁 8. Data Import/Export

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

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

  • Matrix & Advanced Sync Options

🔄 9. Sync Settings

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

  • Industrial Fields, Market Rates, Property Attributes

  • Edge Integration & Availability Settings

🧭 10. Deal Configuration

  • 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.

💡 Tips

  • 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.

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