Tech, Tools and IT Support
Tech Tools
MacBook Training Program
This article outlines a 5-day MacBook training program covering essential skills from basics to advanced features for productivity.
How to Use InvestorKit Virtual Backgrounds in Google Meet
Learn how to access and apply InvestorKit backgrounds in Google Meet for a professional appearance in meetings.
What is 1password & how do we use it?
Learn how to securely manage passwords with 1Password at InvestorKit, including setup and best practices for all staff.
How to Lock In and Silence Distractions on your devices.
Learn how to manage notifications and focus modes on devices to enhance productivity and minimise distractions.
Introduction to Google Workspace
Learn about Google Workspace's tools, benefits, and how to effectively collaborate and train your team.
How to use WhatsApp & Guidelines
Learn to effectively use WhatsApp Business for communication at InvestorKit, including setup, best practices, and security guidelines.
Miro
Learn how to effectively use Miro for collaboration, project planning, and remote meetings at InvestorKit.
Loom - An Introduction
Learn how to effectively use Loom for video messaging, training, and client support to enhance communication at work.
Rippling
Learn to enrol team members in courses using the Rippling Learning Management System with step-by-step guidance.
Read.ai
Discover how Read.ai enhances reading efficiency and comprehension through innovative technology and smart insights.
Notion
This article covers Notion's uses, training resources, and tips for enhancing productivity on mobile devices.
Learn how to effectively use WhatsApp Business for communication, document sharing, and managing your account settings.
ARI Cashflow
Learn essential strategies for managing cash flow effectively in your business with ARI Cashflow.
What to use Notion and How do we use?
Learn how to effectively use Notion for project management, collaboration, and knowledge sharing within your team.
What is Read.ai & how do we use it?
Read.ai boosts meeting productivity with AI transcription, action‑item tracking, sentiment analysis, and automated reports.
What do I use to edit PDFs
Learn how to edit PDFs using PDF Optim, including features and best practices for effective document management.
Why do we use Prezi & how do we use it?
Learn how to effectively use Prezi for presentations, market research, and training within the InvestorKit Research team.
Why do we use Calendly and how to use it?
Learn how to effectively use Calendly for scheduling, client bookings, and automating follow-ups at InvestorKit.
Loom - How to Create Engaging Training Videos
Loom training videos and how to create engaging training videos. Training videos can be hard to make, harder to watch when you don’t have the right resources. Loom flips the script. Now it’s easier than ever to make entertaining, impactful instructional videos.
What is the Magnitude of Impact Scale?
This article explains what the impact score is and what the remarkable score looks like for each role
Approved Meeting Note Takers & Recording Tools Policy
Guidelines on using only Attio for client calls and Loom for internal recordings, plus compliance rules.
IT Support
What is the IT Onboarding process at InvestorKit & Equipment Allowance?
Learn about InvestorKit's IT onboarding, including equipment allowances and setup processes to ensure a smooth start.
Spotting and Reporting a Suspicious Email
Learn how to identify and report suspicious emails to protect your data and company information.
Huntress - Security Awareness Program
Learn to enhance cybersecurity skills and reduce risks with Huntress' Security Awareness Program through engaging training and simulated phishing campaigns.
Overseas Work & System Access Procedure
Guidelines for notifying, approving, and securing system access when staff work overseas, outlining requirements, review process, and responsibilities.
Tech FAQs
How can I see if there is a public holiday in particular States?
Learn how to check public holidays across different Australian states using the IKIT: Annual Leave shared calendar.
HelpDesk Overview & How to Use
Learn how to effectively use the HelpDesk for support, including access details, urgent issue protocols, response times, and best practices for submitting requests.
How do I email the entire IKIT dream team?
Learn how to email the entire IKIT Dream Team effectively, including guidelines on appropriate usage and tips for professional communication.
How do I access Nord VPN?
Learn how to access Nord VPN at InvestorKit, troubleshoot login issues, and get help from the support team if needed.
Who has access to Read.ai
Learn about who can access Read.AI at InvestorKit, why access is limited, and how it benefits operational efficiency and privacy for leadership discussions.
How do I add Related Contacts to a Clients Attio Record & Client Portal Workspace?
Learn how to add related contacts to client records in Attio and invite them to the Client Portal workspace easily.
How do I connect VideoAsk to Attio Recruitment (Update in Progress)
Learn how to connect VideoAsk to Attio Recruitment for seamless applicant data entry, including setup, verification, and troubleshooting tips.
What is Fillout used for & how do I use it?
Learn how to effectively use Fillout for form-building, data collection, and integrating with your existing systems at InvestorKit.
How to use VideoAsk & what for?
Learn how to effectively use VideoAsk for lead qualification, feedback collection, hiring, and more, while creating engaging video interactions.
JustCall
Learn how to effectively use JustCall for calls and SMS, manage voicemails, and ensure compliance in your communications with clients.
IT Support Team
Learn how to get IT support efficiently, from checking the Wiki to contacting the team for urgent issues. Your tech troubles solved quickly!
Client Portal
Introduction to InvestorKit Client Portal
Discover the new InvestorKit Client Portal features designed to enhance your property investment experience and streamline communication.
Client Portal Training Videos
Learn to navigate the client portal, manage tasks, and utilise key features to become a Power User.
How do I add Related Contacts to a Clients Attio Record & Client Portal Workspace?
Learn how to add related contacts to a client record in Attio and invite them to the Client Portal workspace.
How do I access the Client Portal via Desktop?
Learn how to access the new client portal via desktop with easy login steps and troubleshooting support.
How do I download the Client Portal App?
Learn how to download the InvestorKit Client Portal app on Android and iOS and log in easily.
What are the Future Features coming soon for the Client Portal?
Learn about upcoming features for the Client Portal, including due diligence tools and cashflow insights for properties.
How do I share feedback about the Client Portal?
Learn how to provide feedback on the Client Portal, including reporting bugs and suggesting feature improvements.
How do clients get onboarded to the Client Portal?
Learn the client onboarding process for the Investorkit Client Portal after signing the Buyer's Agency Agreement and making payment.
How do I invite a clients partner to their workspace?
Learn how to invite a client's partner to their workspace with simple steps and important notes.
How do I stop impersonating a client?
Learn how to exit client impersonation mode in the InvestorKit portal for security and clarity.