Activating Equity Residential Locations in Ops Tech

Activation requests originate with EQR and our submitted via their own Ops Tech portal. Notification requests are sent to billing@purchasingplatform.com. The finance team is instructed to forward these requests to the MS team
Upon receipt of new request, Access Ops Tech portal
- Information on site, user name, and password located within 1Password
- Listed under Member Services Vault
  - If you do not have access, contact Carla Byers to request access
The home page of Ops Tech will show a history of any type of request
Click “Customers” tab to access the activation request page
Any current requests will be shown on the page
To activate a property, you must add the account number and save
Account numbers for Ops Tech are equal to the user ID on the Purchasing Platform backend
- Search for the location requesting activation on our backend
If the location does exist on our backend
- Select the correct property from the list of results to access the property page
- Click the user name that corresponds to the name of the company
- On the user page, copy or record the user ID in the URL
- Use this number and enter as the account number in Ops Tech and click save.
- This will activate the property
If the property does not exist in our backend
- Create the location using Adding Locations article

- Create a user with a name matching the location name using Creating New Users
  - If there is no email for the user creation, use a holding address until one is available
    - eqr+today's date@purchasingplatform.com
    - Ex. eqr41026@purchasingplatform.com
- Once confirmed, repeat above steps for if property does exist

How to bring new EQR properties online via the OpsTech portal