Documentation | Start here

Getting started

Setting the agency up, deciding who sees what, and bringing your properties across.

Start with Setting up the agencyAll documentation
Pages
3
Updated
10 September 2026
Version
v0.7

Briesa is one system for a NSW agency. The property is the root record; every sales campaign and every management period is an engagement attached to it, and the trust movements, the documents and the register entries hang off the engagement.

That shape is the reason setting up is short. There is no per-module configuration to work through, because there are no separate modules — there is one file per property, and the rest is what you do to it.

  1. 01

    Create your account

    An email and a password. Nothing else is asked for until there is an agency to attach it to.

  2. 02

    Set up the agency

    Name, jurisdiction, plan and your licence details. The name becomes your address at yourname.briesa.com.

  3. 03

    Decide who sees what

    Five access levels, and the teams your engagements belong to. Both can change later.

  4. 04

    Bring the properties in

    Start with what is live — the campaigns and tenancies running now — and let the history follow.

Setting up the agency

Name, jurisdiction, plan and licence details - and what each of them decides later.

What it covers

  • What you are asked for
  • Your address
  • The agency’s own records
Read the page

Teams and access

The five levels, what each one sees, and why engagements belong to a team rather than a person.

What it covers

  • The five levels
  • Why teams hold engagements
  • Accreditations
Read the page

Bringing your data across

What carries from your current system, what does not, and the order to do it in.

What it covers

  • What carries well
  • What carries badly
  • The order
Read the page

The Briesa team · Updated 10 September 2026 · v0.7

Other sections