Master Asset Contact (MAC) first steps to setting up a team

The Vision RECap Onboarding team will set up your organisation to begin the process of building your asset portfolio and team on the RECap platform. To do this we require a Master Asset Contact (MAC) to add to the platform. 

An invitation will be sent to the MAC who can begin setting up the assets and assigning roles. 
Learn more about roles, permissions and responsibilities

MAC First Steps

These steps are completed by a MAC. 

1. At your first login you will be asked to set up 2 Factor Authentication.
2. You'll then be presented with 'First Steps'. Follow the prompts and complete all the required fields 
3. Once you add your team, PACs (Property Asset Contact) and SACs (Strategic Asset Contact) will only receive their welcome email to Vision RECap once you assign them to assets.
   
   

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How Do I Register My Assets?

Add a Building to My Asset

Edit My Asset

Re-send Invites to Team Members

MAC Tips

Adding a broker

• • You will be required to provide a Letter of Authority (LOA) when adding your Broker. Once the LOA is submitted on the platform the Broker will receive an email to accept and register to RECap 
  • To add the broker - go to my team
  • MAC selects “broker” user role
  • MAC provides first name, last name and email address and uploads LOA
  • MAC submits the form
  • System checks whether the email address already belongs to an existing user
  • In this case, the user already exists and gets notified that after accepting the LOA, they can access the organisation.

See a snippet of these steps

Congrats! 👍You're all set up. 

For assistance using Vision RECap, please use 'Submit A Request' at the top of the page. Notify us of:

- Bugs
- Suggest Improvements
- Ask Questions

Business hours: Monday - Friday at 09:00AM - 05:00PM