Overview

Basics on how to get started with Activate Bulk Exports

Core Entities

There are 4 core concepts and entities that exist in Activate:

  1. Channel > represents buildings, tenants, retailers etc.
  2. Content > the post or page - ex. Building announcements, Home Page, Yoga Class etc
  3. Users > represents the registered users in the platform
  4. Invites > invitations sent for users with particular email addresses

Channels

Channels is the structure that allows permissions and relationships between buildings, tenants, retailers etc. to be defined.

Channel Types

There are 6 types of channels today

  1. Property
  2. Company
  3. Restaurant
  4. Service
  5. Retailers
  6. Entertainment

Property channel type is the only one that is unique compared to the others. Property channel types have tenant management while the other 5 types do not. The other 5 types are identical today

Channel Hierarchy

Channels have an inherent hierarchy of a parent and child channel.

Permissions flow downwards on the hierarchy. ex. If someone is an admin on the Parent channel - they can make themselves admins on all the child channels. All children are automatically linked to parent channels.

Lets see by an example how that concept is applied:

Brookfield Properties (Parent Channel) is a portfolio with multiple locations (Child Channels): FCP, 2 Queen St E, 181 Bay Street - each one of those locations have their own user management, app experience and content

How tenants are created and linked

Lets say 181 Bay Street has American Express as a tenant.

To add American Express as a tenant:

  1. Check if the American Express Parent Channel exists. If it doesn't create it
  2. Within the American Express Parent Channel, create a new child channel for the office location: AMEX @ 181 Bay
  3. The "Add a tenant flow" under tenant management in 181 Bay Street channel creates a channel relationship between the two child locations as well as the parent

If you query channel relationships on AMEX @ 181 Bay you will get:

  1. American Express - Parent channel for AMEX @ 181 Bay
  2. 181 Bay Street - channel it is linked to
  3. Brookfield Properties - Parent channel of the channel it is linked to

Users

When a user registers, a user entity is created. During onboarding, the user selects their company and location. Each user can have a single and multiple channel relationships.

Scenario 1: Standard sign up and selecting company

During sign up a user selects:

1/ The Company - this is the Child Channel for the company

2/ The Location - the building Child Channel - this becomes their primary/home location

So if a user signed up for "VTS" at 124 Upper Ave this user would have the following channel relationships:

VTS & VTS Global Offices (Parent)

123 Upper Ave & CRE Portfolio (Parent)


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