2026 Q2 Training Sessions
These training sessions are free and open to everyone, and will be conducted live by a Kardin specialist, with Q&A at the conclusion.
Kardin Portal Basics
Portal Admin Training
Walk through the complete Company Admin setup process, from initial account access through property configuration, user invitations, and account settings.
- Self-assign the Property Admin role
- Import COA templates and create property folders
- Import or create budgets and reforecasts
- Invite users and configure roles and permissions
- Account settings: workflow, license pools, and policies
Kardin Portal Basics
End User Training
Essential for anyone entering or reviewing budget data. This session covers Portal navigation, budget and reforecast workflows, and reporting.
- Navigate Kardin Portal with ease
- Access and update budgets or reforecasts
- Run and export quick reports
- Understand data flow and budget versions
Kardin Portal Basics
COA Templates & Portfolios
Learn how to build and manage COA templates, sync them to properties, and configure portfolio-level reporting.
- Creating and editing a COA template
- Syncing COA templates to properties
- Portfolio-level reporting and drill-down options
- Setting up a portfolio
- Setting up variance reports in portfolios
- Using the COA Analyzer and COA Mapping
Budgeting Basics
Kardin for Multi-Family
Learn how to build a multifamily budget in Kardin, from basic setup through rent rolls, occupancy assumptions, and reporting.
- Create a multi-family budget
- Import unit mix and set up the rent roll
- Market rent, actual rent, and occupancy assumptions
- Budget input and user-defined calculations
- Turnover cost automation
- Multi-family reporting