As soon as you create a Yorlet account, you can begin interacting with, and onboarding customers. All of Yorlet's core features are available from the get go, however you can upgrade your account to include Investors, Teams and more Units at anytime from Account Billing.
Account activation is a simple process: you fill out the account application requesting some basic information about your business, your own personal relationship to your business, and your properties. You'll be prompted to follow these five steps the first time you log in:
Once you’ve activated your account, you can immediately start managing on Yorlet.
Branding determines the UI colours and name presented to your customers during the application process, on emails sent by the platform and throughout their tenancy. You can update and change branding in realtime and can even override branding at many levels throughout the platform.
When you set the branding at the Account level this can be overridden by a Team's branding, and then again by a Building's branding. This is important to understand if you wish to manage multiple brands under one account.
To change your brand colours use the Hex code that matches your primary brand colour.
The following details are made visible to your customers, either during the application process or in emails sent by Yorlet. You can override these details at the Building level.
Business name and website URL
Business email address and phone number
Statement descriptor text
This information is provided by you when you activate your account, and can be updated any time in your account’s Entity Settings. Make sure your statement descriptor text and business information can be clearly associated with you. If a customer cannot recognise one of your payments, they may dispute it.
Once you’ve set up your account, you’ll want to keep it safe. Here are some recommendations:
Your password should be known only to you, and your secret API keys kept confidentially on your own servers. As a reminder, Yorlet employees will never ask you for them.
Your password should be unique to Yorlet. If you use your password on another site and that site is compromised, an attacker could use those stolen credentials to take over your account.
You can invite others to your Yorlet account so they can log in and take certain actions, but with limited access.
All genuine Yorlet sites use the yorlet.com domain and are secured by HTTPS. If you get an email from us that you don’t expect, go directly to our site to log in. Do not enter your password after clicking a link in email. If you’re ever not sure it’s really us, contact our customer support via Intercom on the dashboard..
Read on to learn more about using your Yorlet account!