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Operator Platform
Everything you need to know to get started and manage mail in PilotoMail.
36 articles
PilotoMail Glossary
How to use PilotoMailExplore the new PilotoMail and its features.
Step 1: Accept Operator Invitation and Create A SpaceWelcome! Let's create a space for your team.
Step 2: Configure Your Mail Offering PlansManage which requests you will offer to your renters.
Step 3: Manage Compliance SettingsSet the compliance time frame and add your agent/notary signature for renter's CMRA forms.
Step 4: Set Up Your Brand SettingsCustomize your renter's mailboxes to showcase your company.
Step 5: Automations (Automatic requests)Choose what automations you want to offer as part of your mail services.
Step 6: IntegrationsOptimize your mail management processes by integrating with one of our partners.
Step 7: Download PilotoMail Ops for MobileDownload the PilotoMail Ops mobile app for easy upload and assigning of incoming mail.
Customize PMB SequenceLearn how to customize your PMB assignment sequence to your preference.
Compliance 101Starting out as a CMRA and getting renter's onboard.
Setting Up Compliance In PilotoMailLearn how to configure the ID verification process in PilotoMail.
Mailbox Compliance Process in PilotoMailLearn how to verify the identity of your renters using PilotoMail.
User ID Verification For Compliance ProcessLearn how to verify the identity of your renters using PilotoMail.
Quarterly CMRA Audit ReportThe USPS requires all CMRAs to deliver quarterly reports of their renters.
Invite Your Team To PilotoMailGive access to your team as mail operators.
Creating A New MailboxInvite a new mailbox renter by adding a new mailbox.
Mailboxes Bulk UploadGot a list of new renters? Add them in a single upload.
Upload MailLearn how to upload all incoming mail pieces to your PilotoMail dashboard.
Assign MailLearn how to allot unassigned mail directly from your app or desktop.
Managing Submitted RequestsYour request fulfillment tab displays all pending and completed action requests for one space.
Managing Multiple SpacesLearn how to access and manage your spaces.
Self-Serve Sign Up LinkEnable link of your own self-service landing page for your website.
Deactivating a MailboxLearn how to deactivate a mailbox.
How to access my PilotoMail platformLearn where to find your operator login link and your renter login link. Keep them handy by bookmarking them in your browser!
How To Report An Unexpected BehaviorOops! Somebody messed up.
Uploaded Mail to a Space by MistakeLearn how to move mail from one space to another.
Assigned Mail to a Mailbox by MistakeLearn how to unassign or reassign mail.
Removing Unknown Unassigned MailUploaded a piece of mail but can't find the owner to assign it.
Remove Uploaded Scans of a MailRemove scanned mail contents from a mail profile.
How Renters Access Their MailboxShare with your renters how to access their mailbox.
Renter Can't Find Invitation EmailTroubleshooting steps with a user to start getting notifications from PilotoMail.
Reset User PasswordSteps for a user to reset their password.
Renter Can't Submit An Action RequestAction requests may be unavailable for a user for a couple of reasons.
Manually Add Renters' Payment MethodLearn how to manually add the payment method of a renter when integrating with Stripe.