Operator Platform
Everything you need to know to get started and manage mail in PilotoMail.
40 articles
- 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.
- How to Upload Mailboxes to the USPS Customer Registration Database (CRD)Use the PilotoMail Browser Extension to upload mailboxes to the USPS CRD faster, streamlining compliance and automating data entry.
- Creating A New MailboxInvite a new mailbox renter by adding a new mailbox.
- 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.
- Mailboxes Bulk UploadGot a list of new renters? Add them in a single upload.
- 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!
- Enable Compliance Per LocationLearn how to override compliance settings per location in PilotoMail for flexible, location-specific regulatory control.
- How to Invite Users to a MailboxAs an operator, you can invite users to a renter's mailbox.
- 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.
- 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.