Yardi Breeze

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About Yardi Breeze FAQ

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Direct Links to Help Center Articles

Getting Started

Importing Beginning Balances (Overview)

Importing Beginning Balances (Procedure)

Initial Setup

This article describes YardiOne and explains how Breeze clients use it to log into Breeze.

What is YardiOne and how do clients use it to log into Breeze?

Can I hide the Dashboard map?

Using the Calendar to Track Tasks and Activities

Can I customize my dashboard?

How do I access a custom dashboard?

Creating Custom Dashboards

How do I add recurring tasks on the calendar?

Using the Dashboard

How can I set up recurring calendar tasks?

Widgets for Custom Dashboards

The Dashboard

Batch Processing and Security

Can I make a favorites list in Breeze?

How do I change my user profile?

My User Profile

What is the Activity Feed?

How do I contact Support?

What is the best browser to use with Breeze?

How do I use the global search feature?

How do I view all my communication with a person in a single place?

How can I save filter settings?

How can Breeze help me communicate with my owners?

General Topics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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