Welcome to Connexus!

Welcome to Connexus!

We are excited to welcome you to the Connexus platform. Our goal is to make onboarding simple, efficient, and valuable from day one so that your team can quickly realize cost savings, operational clarity, and compliance confidence.

About Connexus

Connexus is a centralized procurement and operations platform designed for real estate owners and operators. We help properties:

• Ensure best‑in‑class vendor pricing
• Centralize contract management
• Ensure compliance and visibility across operations
• Benchmark performance and unit economics in real time

Purpose of This Guide

This guide is designed to help property management companies understand and navigate the Connexus platform. It provides a step-by-step overview of your experience, from logging in to completing key tasks, so you can:

• Understand how to use the platform effectively to manage properties, vendors, and contracts
• Gain insight into risk factors associated with your properties
• Optimize workflows and improve operational efficiency
• Access the features that will help you make informed decisions
• Familiarize yourself with concepts that may be developed further as the platform evolves

Onboarding Process

During onboarding, Connexus will:

• Configure your property profile and permissions
• Activate approved vendors and contracts
• Provide platform training and ongoing support

Logging in for the first time

• Once onboarded, users will receive an activation link from support@joinconnexus.com.
• Users can activate an account by clicking the link, setting a password, and completing account setup.

Account activation and password setup

• Create a strong password with at least 8 characters, including uppercase and lowercase letters, numbers, and special characters.
• Note: After setting up the password, the username will be the user's email address.

Module Set-Up

All modules are located on the Navigation tab, in the leftmost part of the dashboard. To navigate between different modules of the Connexus platform, use the navigation tab.

1. Clients - this module allows you to view, add, or remove information about the company, the properties, the contact list, Current Vendors, Preferred Vendors, and Do Not Use Vendors
2. Scope of Work - this allows you to create/upload the scope of work, navigate the list of all the base scopes uploaded by the Connexus team.
3. Request For Proposal - allows you to see your RFP status board and the specific RFP details.
4. Bid Review - this module will provide a detailed comparison of all submitted bids, including pricing, scope of work, and any additional terms or conditions. 
5. Services - lists all the available services in the technology, including service name, description, category, and status
6. Contract Management - allows you to upload, review, and manage contracts.
7. Connexus E-Sign - this will allow you to electronically sign documents securely and efficiently. It streamlines the approval process, reduces paperwork, and ensures that all signatures are legally compliant and easily tracked within the platform.
8. Property Lists - this module includes a list of the Client’s properties.
9. Contact Management - this is only visible to users with the admin role. It allows the Client Admin to manage all relevant contacts and to add, delete, or deactivate contacts for the company.
10. Role Management - this is only visible to users with the admin role. This module defines your permissions within the system based on assigned roles.

For easier navigation, each module includes navigation controls that allow you to move between pages from left to right and top to bottom. The module also supports pagination, displaying a set number of services per page (e.g., 10).