CirrusFM – Portfolio Type Configuration Guide

In CirrusFM, property access is controlled through the Portfolio Type setting. This determines which users can view which properties.

? Where to find this setting

1. Log into CirrusFM with an FM Administrator account.

2. Go to Administration.

3. Open Form Settings.

4. Locate the Portfolio Type dropdown.

None

What it does

• All users can view all properties.

• Portfolio restrictions are disabled.

• The Portfolio tab is hidden because it is not used.

When to use

Use this if:

• Everyone should be able to see all properties.

• You do not need portfolio separation.

Setup steps

1. Go to Administration → Form Settings.

2. Select None from Portfolio Type.

3. Click Save.

Cirrus8 Portfolio – Access Restricted

What it does

• Uses portfolios defined in Cirrus8.

• Users only see properties within their assigned portfolio.

When to use

Use this if:

• Property Managers also act as Facility Managers.

• Users should NOT access other portfolios.

Setup steps

1. Open Form Settings.

2. Select Cirrus8 Portfolio – Access Restricted.

3. Save changes.

4. Ensure users are assigned to the correct portfolios in Cirrus8.

3. Cirrus8 Portfolio – All Access

What it does

• Uses portfolios defined in Cirrus8.

• If a user has a portfolio assigned → they see only that portfolio.

• If no portfolio is assigned → they can see all properties.

When to use

Use this if:

• Property Managers should see only their own portfolios.

• FM/Admin staff need access to all properties to provide support.

Setup steps

1. Open Form Settings.

2. Select Cirrus8 Portfolio – All Access.

3. Save changes.

4. Assign portfolios only to users who need restricted access.

4. FM Own Portfolio

What it does

• Uses a custom FM portfolio configuration.

• Not linked to Cirrus8 portfolios.

• Gives full control over who can view properties.

When to use

Use this if:

• You need custom visibility rules.

• Cirrus8 portfolio structure does not meet your needs.

Setup steps

1. Open Form Settings.

2. Select FM Own Portfolio.

3. Save settings.

4. Configure portfolios using FM Portfolio Setup & Configuration.

 Troubleshooting

Problem: FM/Admin staff can’t see any properties

Cause

This usually happens when older configurations were not resaved after new portfolio options were introduced.

Fix (Step-by-Step)

1. Go to Administration → Form Settings.

2. Open Portfolio Type.

3. Re-select your preferred option.

4. Click Save.

This refreshes the configuration and restores access.

If you want, I can also turn this into a clean training document or a step-by-step SOP format (with

however it will behave as if restricted and the options will have the following

Problem: Cannot see a Property Manager’s Portfolio in FM

Cause

Required parameters are missing.

Fix (Step-by-Step)

1. Go to Configuration → System Parameters
   (Trust Accountant access required).

2. Open each relevant parameter.

3. Scroll to the bottom.

4. Click Add New Parameter.

5. Save changes.

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