Who is this article for
Strata Managers who are setting up their Cohabit account for the first time and need to complete the full onboarding process (email + phone verification, company creation/selection, Building Intelligence trial).
If you were invited by an Admin, use How to accept your team invite instead.
What this article covers
How to start your account setup
Email and phone verification steps
Setting your password and profile details
Choosing your role
Joining or creating your company profile
Starting the Building Intelligence trial
Before you begin
Make sure you have:
Access to the email address you’ll use for your account
A mobile phone that can receive SMS messages
Your company name (or confirmation that the company already exists in Cohabit)
This onboarding process takes around 2–3 minutes.
Step 1: Start your account setup
You will begin from the “Set up your Strata Manager account” link provided by Cohabit.
You’ll see a welcome screen prompting you to begin the signup process.
[Screenshot placeholder – Welcome screen]
Click Get Started (or continue).
Step 2: Verify your email
Enter your email address.
If prompted, click Send verification.
Check your inbox for a verification email.
Click the verification link or follow the on-screen instructions.
Once verified, you’ll automatically proceed to the next step.
Step 3: Enter your mobile number
You’ll now be asked to confirm your identity with a mobile number.
Enter your mobile number.
Click Send Code.
[Screenshot placeholder – Mobile number entry]
Step 4: Verify your phone (4-digit SMS code)
You will receive a 4-digit SMS code on your phone.
Enter the code into Cohabit.
Click Verify.
If the code doesn’t arrive, you can request a new one after a short delay.
Step 5: Create your password
Enter a secure password that meets the requirements on screen.
Confirm the password if required.
Click Continue.
Step 6: Agree to policies
Before continuing, you must accept:
Cohabit’s Terms & Conditions
Privacy Policy
Tick the checkbox and click Continue.
Step 7: Add your name
Enter your first name and last name.
Click Continue.
This is the name that will appear on communications and inside your team workspace.
Step 8: Choose your role
You’ll now be asked how you use Cohabit.
Select your role:
Strata Manager
Assistant / Support
Operations / Admin
This helps Cohabit set the correct permissions and experience for your workflow.
Step 9: Select or create your company
You’ll now see a search field to choose your strata company.
If your company already exists in Cohabit
Start typing the company name.
Select it from the dropdown list.
Only pre-existing strata companies will appear in the list.Click Continue.
If your company does NOT appear
Choose Create new company.
Enter your company name and basic details.
Click Create to finish.
This step determines where your buildings, team and portfolio will live inside Cohabit.
Step 10: Commence your Building Intelligence trial
Once your account and company are set up, you’ll see the Building Intelligence trial screen — the one shown in your screenshot.
Here you can:
Learn about Cohabit Building Intelligence
See features like reporting, health scoring and benchmarking
Review how this product helps Strata Managers manage their portfolio
Click Commence Trial to begin.
If you prefer to skip for now, you can return to Building Intelligence later.
[Screenshot placeholder – Building Intelligence Unlocked screen]
Step 11: You’re all set!
After completing the trial screen, you’ll land inside your Cohabit workspace.
From here, you can:
Import your buildings
Invite your internal team
Manage building contacts
Start communicating with owners and committee members
Access your portfolio health insights (if the trial is active)
We recommend continuing with: How to import your buildings.
Troubleshooting
I didn’t receive my email verification link
Check Spam/Junk
Try resending the verification
Confirm your email was typed correctly
My SMS code isn’t arriving
Check your mobile signal
Ensure your number is correct
Click Resend code
Avoid VOIP numbers (these may not receive SMS codes)
My company doesn’t show in the search
Make sure you’ve typed the full name
Confirm the company is a strata business
If still not found, select Create new company
I accidentally joined the wrong company
You will need to contact Cohabit Support to correct your company assignment.