Client teams

Create a team

1. In the console, click Create team.
2. Select your firm as the partner, enter the team name and choose VRTrust.
3. Copy the chart of accounts of one of your teams, or start with the default.
4. Enter the company name, email, phone and address shown on owner statements. Skip the tax ID if you do not have it.
5. Click Create Team.

VRTrust opens the PMS connection next. Continue with Get started as a property manager would.

Stop working with a client

Option	What happens	Use it when
Cancel Subscription	The team becomes inactive and is not billed. The property manager and owners lose access, past statements included, until you reinstate it. It stays on your console.	The team is no longer active
Remove from Console	You stop being the team’s partner. The team and its data stay and VRPlatform bills it directly. It leaves your console.	The client continues alone or with another partner

Both are in the menu next to the team on the Teams tab. Before you cancel, download the statements the client or owners need. Only you can reinstate a team you cancelled. Tell the client before you remove them, so they can set up billing.