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# Yardi: Service Requests Interface Setup Guide

The Service Requests interface in Yardi requires vendor configuration, user setup, and property setup. This guide walks you through the full process step by step.

---

## 1. Vendor Setup

To configure a vendor for service requests:

1. From the side menu, go to **Interfaces > Configuration > Review Interface Vendors**.\
   ![interface-vendor](/_fern-img/04b076a1bc6389c24eeedcf1d4cecfe2ce43765397a765bedfc21bae9c729af3.webp)

2. Select **Service Requests** from the **Entity Type** drop-down list.\
   ![commonDropdown](/_fern-img/1918454ab7eec66a5c911e5fac35c02ad745b093d8213a0065040f1e43a3aa0f.webp)

3. Click **Submit**. A list of available vendors will appear in the side menu.\
   ![selectVendor](/_fern-img/4589d12963fedf3595c5644564e638a32efbfdb439bc5b2c8074618e60eb095b.webp)

4. Select a vendor. The **Service Request configuration** page for that vendor will open.

**Configuration tip:**

* Use the **maximum settings** unless there is a specific reason not to. Select the export options, and select accesses from the file extension export permissions dropdowns.

Example screenshot showing carefully selected permissions:\
![maxConfig](/_fern-img/83710a2b052f161e1e68edac18f2fe02016391f555c8cbb975095f6b6137498e.webp)

Select the Import/Export Attachment types the vendor is to have access to in the resident record.

* For **Import/Export Attachment Types**, select **ALL** and click **Save**.

These items show in the list whether saved or not, so this step is easy to miss.

If properly saved, the items will appear **greyed out** (as shown in the example). If not greyed, you will run into issues.\
![importExport](/_fern-img/9cc8b960921e506e95f9f5e1b769150b50f42cea877baca540b942f074d4bd16.webp)

---

## 2. User Setup

To configure users, navigate to:\
**Yardi > Home > System Administration tile**\
![sysAdmin](/_fern-img/0c60ce0bdf89a132c60dcfdf65b6876bb1f54c8423ec5488c6450b7c1f017f81.webp)

This process assumes no user or security group has been set up. You will create a group, then create a user, and assign the user to that group.

### Add Group

1. Click **Add Groups**.\
   ![addGroup](/_fern-img/15a13ea837cd97d522dcc835fad64f4304e9a20c83c1a474b248c91c835fcaf9.webp)

2. Enter a **Code** and **Description** (self-selected).\
   ![comdata](/_fern-img/05ebc2c75e00033fa7846d3d20050906db3a9235e6a827faf93825747710300c.webp)

3. Set the **Default Menuset Name** to **Interface**.\
   ![defaultmanuset](/_fern-img/0a9d0f95191bc232bb9cb1cbe81b6a3fccde2368ae9b76c43947ceb263fc3dde.webp)

4. Click **Save**.

### Set Permissions

1. From **System Administration**, select **Set Permissions**.\
   ![setPerms](/_fern-img/a7257c7a82590bae255b6889e0b7a6c16b4a907546275cb9044f65db1cce1f01.webp)

2. Locate the group you created.\
   ![locatePerms](/_fern-img/5b5861f43e1482affb35dfe156aaaceca7caca788ad36b77cb2fd1655b1f38cf.webp)

3. Leave the **Program Type** field empty, select **Read/Write**, then click **Find**.
   * If the permissions table is empty, select **No Access**, then click **Find** again.\
     ![readWrite](/_fern-img/bff6656b729ebb01e4ceb62534e751a04fc2af1c8be78deb295533b96f2cad44.webp)

4. Use **Set All Permissions** and choose **Least Restrictive**.
   * This must be done from the screen where you can see the interfaces listed.\
     ![setAllPerms](/_fern-img/e0d1bb5ac75823c819ca2ca0aad99c8787336cba90df7708096ce91cb90cc7db.webp)

---

### Add User

1. Return to the **Administration** page:\
   **Yardi > Home > System Administration tile**

2. Click **Add Users**.\
   ![addUser](/_fern-img/4cd99b7e39051a9202bf2c4e85629ba1e66eb8da8068b91b20e34ca38f5993bb.webp)

3. Enter the **First Name**, **Last Name**, and a self-selected **Code**.\
   ![userNameCode](/_fern-img/d67d22625be1959634b07e7347085cec3ed96e5e0a665891ba5e3e95d937d8b9.webp)

4. Assign the **Group** you just created.\
   ![assignGroupToUser](/_fern-img/ae1114cdec450c907186fecce07e75c198a73056085526bd2932101746cd4b86.webp)

5. Set the **Username** and **Password** (chosen by the customer).\
   ![userAndPassword](/_fern-img/3ce06c5eec46ac37d7f9bfd14dce6106fd2b328f41b69cd3654b51da9727648e.webp)

6. Select a *property list* to tie the user to (**Active** is recommended).\
   ![user2property](/_fern-img/650c1ca8e38dc6acfb21fadd6cf9ace154c9ca68e956e10460321f81e7d7e816.webp)

7. Under **Privileges**, check the box to mark the user as an **Interface User**.\
   ![privilegesTab](/_fern-img/70e287ed6bb1b01d4ee187d54c2b07b7cff4a3e911cab7fc8d15e1a60c8b4267.webp)

8. Click **Save**.\
   ![intUser](/_fern-img/fbbea2db94d09c28b50c48eb5b685289428867d47fe4bcbe97039332c5629459.webp)

---

## Property Setup

### Bulk Property Setup

*(This method can also be used for a single property.)*

1. Go to **Interfaces > Configuration > Bulk Property Interface Configuration**.\
   ![bulkPropConfig](/_fern-img/545d513be56923319c480d5267e74bda910af8aa264cc73bedc8ee14bf7724cc.webp)

2. Search for and select a **Property**.

3. Choose **Service Requests** as the **Interface Type**.

4. Leave **Configure** selected.

5. Select the correct **Agency**.

6. Click **Save**.\
   ![propConfig](/_fern-img/8089bb0f238c10acb05b74f2f8f0edb95a2a9e6316dcd2ef21d11f2442efab3a.webp)