User guide

Every page of the application, section by section: where it lives in the sidebar and what you can do there.

The menu depends on your role. The board of directors and the manager see all the sections below; a co-owner mainly sees “My Property” and “My payments”; a tenant has a reduced menu. A feature missing from your menu is reserved for the syndicate’s administrators.

Tip: in the app, the AI Assistant (Overview → AI Assistant) answers these questions and links you straight to the right page for your syndicate.

Overview

Dashboard: The home page, with the syndicate overview.
Units & Members: Add and manage co-owners and tenants, assign units, send invitations. Page tabs: Syndicate members, Invitation codes, Access management (account owner only — enable external roles such as vendor, accountant/CPA, building professional, legal counsel, insurer or privacy officer, adjust their permissions, require a signed agreement and invite these external parties) and Journal (audit log of actions). Sub-sections: Units (list of units), Per-unit obligations (require and track proof of insurance, smoke detectors, water heaters, etc.), Spaces (parking, lockers, storage and their fees), Firefighter book (emergency sheet for firefighters).
My Property: A co-owner sees their unit details, obligations and payment history here.
AI Assistant: The syndicate's AI assistant — questions about the account's documents, navigating CondoAide, and general co-ownership information.
Maintenance Log: Track equipment maintenance, completed work and contractors.
Work Orders: Create and track work orders (projects, status, expenses).

Operations

Contingency Fund: Track the balance, contributions and planned major works.
Self-Insurance Fund: Track the self-insurance fund reserves.
Accounting: The financial dashboard, financial statements and transaction history; here you can import a bank statement (CSV) to record transactions and do bank reconciliation.
Budget: Prepare, review and adopt the annual budget and special assessments.
Assessments: View current and past assessments per unit.
Other income: Set up and track space-rental fees and other revenue.
Restricted-area charges (PCUR): Allocate a charge to the sub-group of co-owners who use a restricted common area (balconies, parking, etc.) rather than to everyone.
Payments — Overview: The payments dashboard (pre-authorized debit status per unit, failures, fees to collect).
Payments — PAD mandates: Prepare and track pre-authorized debit mandates; send co-owners the link to connect their bank account.
Payments — Approvals: Approve or reject payment requests against the syndicate's thresholds.
Payments — Cycle check: Validate the expected amounts before launching a debit cycle.
Payments — Arrears: Track and collect overdue balances.
Payments — Setup: Enable payments by connecting the syndicate's bank account.
My payments: See your history, upcoming assessments and mandate status, and connect your own pre-authorized debit.

Assemblies

Communications: Send and read syndicate announcements.
Requests: Submit and track requests to the administration.
Assemblies: Create and manage meeting minutes and resolutions.

Legal

Document register: Upload, organize, view and sign syndicate documents (declaration, by-laws, minutes, budgets, policies).
Attestations: Generate the attestation required when a fraction is sold.
Insurance: View and manage insurance policies.
Claims: Report and track insurance claims.
Litigations: Document and track the syndicate's legal disputes.
Contraventions: Record and track by-law infractions.
Unauthorized Works: Document unauthorized works.
Approved Works: Track approved major works.
Templates: Create and manage templates for letters, notices and resolutions.

Settings

Profile & Signatures: Manage your account, sign-in methods and electronic signature.
MCP connector (AI assistants): Connect an external AI assistant (Claude, ChatGPT, Claude Code or any MCP-compatible client) to the syndicate's data through CondoAide's MCP connector: paste the endpoint into the assistant's connectors and authorize access (OAuth for Claude and ChatGPT, personal token for other MCP clients), then query your data in natural language. The assistant sees only what the connected user is allowed to see, every call is recorded in the journal, and access can be revoked at any time. Reads data (syndicate, units, members, finances, budget, obligations, register — documents stay authenticated links, never sent inline) plus first write actions (adding units and occupants).
Settings: The page is split into tabs: "Overview" (configuration checklist, logo, identification & address — NEQ, fiscal year —, public profile, gestionnaire link code), "Usage" (plan limits: units, storage, AI requests), "Phased co-ownership" (declare the syndicate independent or initial, create the concomitant phases with their relative values, invite their administrators) and "Referral" (referral program).
Technical Support: Get help.
Billing: Manage the CondoAide subscription.