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      How to Auction a Unit

      Granting manager access to a unit and declaring an auction winner.

      The Overlock state is assigned from your property management software (PMS). 

      Note: You might need a manager to assign the Manage Auctions permissions to your role, depending on how your company handles roles and permissions. For more information, click here: How to Access an Occupied Unit.

      To assign employee access to a unit from the Web Portal,
      1. Log in to the Web Portal and click the Units tab.
      2. From the Units page, filter for Overlock units.
      3. Click on the first unit to grant manager access to.
      4. From the Unit Details page, click Auction Unit.
      5. From the Auction Unit form, click Allow Employee Access.
      6. Click the Employee drop-down list and select the user who prepares the unit for auction.
      7. Click the Expiration Type drop-down list and select Unlock Count.
      8. Set the Unlock Count to 1.
      9. Click Submit to save.
      10. The employee is now assigned with one time access to the unit. A *1 unlock remaining until auction access expires note is displayed.
      11. Repeat these steps for all units you want to prepare for auction.
      12. Once the unit is opened by the assigned employee, the unit state automatically updates to Pending Auction and remains in this unit state until the tenant pays the rent, or until an auction buyer is assigned. During this period, neither the tenant, shared users, or the managers have access to the unit.

        Note:  In order for assigned employee access to work correctly, the permission Open Repossessed Units must be disabled for the assigned user’s role.

        To assign an auction winner,

        1. Log in to the Web Portal and click the Units tab.
        2. From the Units page, filter for Pending Auction units.
        3. Click on the unit to declare as the auction winner.
        4. From the Unit Details page, click Auction Unit.
        5. From the Auction Unit form, click Auction Winner.
        6. Complete the Name, Email, and Phone details for the winner.
        7. Click the Role drop-down list and select Tenant.
        8. Click the Expiration Type drop-down list and select Date.
        9. Click the Date field and select the expiration date for when the auction winner must remove the contents of the unit by, based on the Default Hours access schedule.

        Click below to view more information or tutorial(s):

        How to Assign an Employee Access to a Unit

        How to Assign an Auction Winner