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Petra PlatformDocs

Getting started

  1. Your estate is set up. Petra Platform creates the estate and invites its first admin by email. New estates start with a free trial.
  2. Sign in and secure your account. The admin sets a password and links an authenticator app. See Signing in.
  3. Add the estate’s homes. Create zones (streets, blocks) and properties under Properties.
  4. Add residents, or let them join. Add landlords and tenants with their phone numbers, or share the estate’s join code and approve requests. See Residents, homes and staff.
  5. Set up the gates. Add gates and lanes under Gates. For guarded lanes, add guards and set up a gate phone; for unmanned lanes, install a gate controller.
  6. Invite more admins. Give each the permissions they need: People, Security, Finance or Settings.
  7. Set up dues (optional). Add the estate’s bank account and its charges under Finance. See Dues and finance.
  8. Tell residents. They install the Petra Platform app and sign in with their phone number. See the residents’ guide.