Rodrigo Zaupa

Signing in and your account

Set your own password the first time you sign in.

Sign in for the first time with your temporary password

Get a code by email and choose a new password.

Reset a forgotten password

Why UDP sent you a temporary password, and what to do with it.

"I requested a reset code and got a temporary password instead"

What each sign-in message means and how to get back in.

"Incorrect email or password" and other sign-in errors

Password requirements

Does UDP support single sign-on or two-factor authentication?

Signing in

Update your profile and sign-in details from My Profile.

Change your name, email or password

Switch between light and dark mode

Your profile

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

Welcome to UDP: what you can do here

Find your way around: the sidebar, the user menu and the data date

Why don't I see the same menu items as my colleague?

What does "trial" mean next to a feature?

Glossary: the words UDP uses

Getting started

Dashboards

Open a dashboard and move between its sections

"As of date" or "Date range": choosing the dates a dashboard shows

Filter a dashboard

What "Permanent filters active" means

Change the dates of one widget only

Drill down into a chart, switch table and chart views

Export a widget to Excel or save it as an image

Get an AI summary of a dashboard

Using dashboards

Share a dashboard with a user or a role

Share a link to a dashboard with its dates

Discuss a widget with your team (conversations and notifications)

Sharing and collaborating

"You don't have access to the data in this widget"

"Unable to load data for this widget"

Troubleshooting

Scheduled reports

Reference date: which day's data a report shows

What a scheduled report is and who receives it

Create a report and schedule it

Preview a report and send it now

Pause a report without losing its setup

See what was sent and to whom

Let AI write the summary and descriptions

Setting up reports

"My scheduled report didn't arrive"

"A report fails to generate"

Why does a report show different data than the dashboard today?

Your data

How fresh is my data? The "Data" date at the top

Why don't the numbers match my PMS?

What "Same Store" means

Which time zone are dates in?

Freshness and accuracy

Which properties can I see, and why?

"I'm missing some properties"

We bought or sold a property. How does UDP find out?

Properties and access

Request a new metric or a change to a dashboard

Can UDP bring in data from another system?

New data and changes

Chat

Ask UDP a question in Chat

Attach files to a question

Find a past conversation

What Chat can and can't see

Using Chat

"Something went wrong while answering"

Tell us when an answer is wrong

What Radar is

Create a custom agent from a template or from scratch

Review, assign and resolve a Radar item

Pause, resume or run an agent now

"This agent needs attention"

Radar and Custom Agents

The property page: occupancy, rent, NOI and the score

Track tasks for a property

Ask about a property in its chat

"No properties available"

Properties

Models: Rents and Assets

Run the rental optimization model

Rental model parameters explained

Rents

Run the asset management model and save scenarios

Compare scenarios in the Scenario Builder

Assets

Managing users and access

Add a user

Disable or re-enable a user

A new user didn't get their invitation email

Give one user different access from their role

Users

Roles: Admin, Editor and Viewer

Create or edit a role

Limit which properties and data a role can see

Why can't I grant a permission or property?

Roles and data access

Create a widget

Create a dashboard and its sections

Add filters to a dashboard (permanent and available)

Edit a dashboard's layout

Create a KPI with rules and thresholds

Building widgets, dashboards and KPIs

Connect Outlook and Calendar so Chat can read them

Use UDP from an AI assistant (MCP connector)

Integrations

Contact support and follow your request

What to include so we can help quickly

Getting help

Collections