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Home / REDA One / Getting Started / Overview / Getting Around: the REDA & REDA Admin Apps

Getting Around: the REDA & REDA Admin Apps

REDA installs two apps, and knowing which one holds what saves you a lot of hunting. REDA is where day-to-day work happens — leases, properties, inquiries, invoices, tickets. REDA Admin is where setup and master data live — regions, charge codes, leasing rules, inspection templates. This article is the full tour: every tab on each app's nav bar with a one-line reminder of what it's for, a look at the four big record pages you'll spend the most time on, and the single most important habit in REDA — that most business operations are buttons on records, not menu items. No prior REDA experience is assumed; if you just need the raw mechanics of moving around, start with Navigation Basics and come back here for the map.

Getting there. Open the App Launcher (the grid icon at the top-left of any Salesforce page) → REDA for day-to-day work, or REDA Admin for setup and master data.
Access you'll need. Each REDA permission set surfaces its own tabs, so the exact list you see depends on the sets you've been assigned. Standard tabs — Accounts, Contacts, Calendar, Reports, Dashboards — are granted separately by your administrator and are not part of the REDA permission sets.
Using REDA Sales Cloud edition? This article shows the Platform edition, where prospects are Inquiry records (the standard Salesforce Lead in Sales Cloud), maintenance and service requests are Service Request records (the standard Case) and leasing promotions are Promotion records (a standard Campaign with the “Leasing Promotion” record type). Everything else — the fields, the steps and the behaviour — is the same unless noted. See REDA editions.

Opening the apps

Both apps open the same way: click the App Launcher — the grid icon at the top-left — and pick the one you want. REDA describes itself as "Real Estate Design & Administration"; REDA Admin as "Admin and Master Data setup for REDA." Both run on desktop and on mobile.

The REDA app opens on the Home tab, which shows the REDA Home page: an embedded dashboard alongside Today's Tasks, Pending Approvals, Recent Records, and Today's Events — a working summary of what needs your attention.

The REDA app tour

The REDA app's nav bar carries twenty-six tabs. If they don't all fit on screen, the overflow lives under a More dropdown at the end. Rather than reading them as a flat list, it helps to group them by the job they do. Here's the full set in nav-bar order, with a one-line reminder of each:

TabWhat it's for
HomeThe REDA Home page — dashboard plus Today's Tasks, Pending Approvals, Recent Records, and Today's Events
CalendarThe calendar surface where showings and bookings appear (a standard object; access is granted org-side)
AccountsThe companies and households you deal with (a standard object; access is granted org-side)
PropertiesThe asset hub — every building and unit you manage
InquiriesProspects; the New button opens a custom dialog, and each record type has its own Path (the row of stage chips across the top that tracks its lifecycle)
Property Search - LeasingA full-screen tool for finding leasable units, with a 200-row default result cap an administrator can raise
ContactsThe people you deal with (a standard object; org-side access)
OpportunitiesDeals and leases; a custom New dialog, and a Path on Stage per record type
Opp InvoicesBilled invoices raised against a lease or deal
Opp Invoice BatchesConsolidated invoices grouped into a batch
TicketsREDA's process engine — short tracked checklists, with sixteen record-type Paths on Status
PortfoliosInvestor groupings, maintained for you automatically
Service RequestsMaintenance intake; a Path on Status
Work OrdersMaintenance execution; a Path on Status
InspectionsChecklist execution on the ground (the templates live in REDA Admin)
PromotionsLeasing promotion records (the tab reads "Promotions"; the record is a "Promotion")
Straight-Line SchedulesRent schedules generated by a lease's Calculate Straight-Line Schedule action
Expense Reconciliation BatchesCAM and expense reconciliation; posting a batch locks its lines
Council EventsHOA and council meetings and notifications
CommissionsCommission records and their splits
Payment PlansPayment plans for sales
Payment Plan MilestonesThe milestones that gate a plan's due dates
BookingsShort-term bookings; a "Booking Journey" Path, protected against overlaps
Visitor LogsThe front-desk visitor registry, fed by Request Visitor Access
ReportsStandard reports (org-side access); REDA ships eight custom report types
DashboardsStandard dashboards (org-side access)

You don't need to hold all twenty-six in your head. The pattern to notice is that they run roughly from people and prospects (Inquiries, Contacts) through the assets and deals (Properties, Opportunities), into money (Opp Invoices, Commissions) and operations (Service Requests, Work Orders, Inspections, Bookings), and finish with analytics (Reports, Dashboards).

The REDA Admin app tour

The REDA Admin app carries nineteen tabs. This is where master data — the reference records everything else depends on — is created and maintained. Most leasing and sales agents rarely open it; it's home base for administrators and master-data managers. In nav-bar order:

TabWhat it's for
REDA Admin ConsoleThe admin tool — Global App Settings and Scheduled Jobs (Master Data Admin only)
RegionsGeography and the currency anchor for a location
Property TypesProperty classification, including the building/community structural flag
PropertiesThe same Properties as in the REDA app — a second home for them here
Property ListsManually tagged groups of properties
Leasing RulesThe lease policy engine (agents can read these, not change them)
Charge CodesThe billing vocabulary — the charges you can put on a lease
Amenity CodesThe catalogue of amenities
Settlement CodesClosing-cost categories (also editable by an Acquisition User)
Calendar Slot RulesSlot grids for showings, bookings, and maintenance
Inspection TemplatesThe checklist templates inspections are built from
Inspection Item MastersReusable checklist items
Inspection LocationsThe catalogue of rooms and areas
Commission RulesCommission policy and its items
Inflation RulesRent-escalation rules (a Run Manually action lives on each record)
Email TemplatesStandard email templates, used by council mass email (org-side)
REDA Async LogsThe system job log — these records are generated by the system
ReportsStandard reports (org-side)
DashboardsStandard dashboards (org-side)

The REDA Admin Console

The first tab in REDA Admin, the REDA Admin Console, opens a dedicated tool rather than a list of records. Inside it are two areas: Global App Settings, which holds the switches that shape how REDA behaves, and Scheduled Jobs, where recurring background jobs — the ones that produce ongoing invoices and the like — are set to run.

The console is restricted to Master Data Admins. Access is granted only by the REDA - Master Data - Admin permission set. Anyone else who opens it sees: "You do not have permission to perform this action in the REDA Admin Console." If that's you and you need in, that's the permission to request.

Anatomy of the big four record pages

Four record pages carry the bulk of REDA work — the lease, the property, the inquiry, and the ticket. Each is covered in depth in Anatomy of a REDA Record Page; here is the map of the tabs on each, with labels quoted exactly:

RecordTabs (verbatim)
Lease (a Leasing Opportunity)Activity · Details · Child Leases · Tickets · Service Requests · Accounting (sub-tabs Active / Inactive) · Charge Setup · Bookings · Visitor Logs · Commissions · Notes & Files · Audit Trail; a Path on Stage in the header
PropertyActivity · Details · Marketing · Leasing | PM | Booking · Sales | Acquisition · Snapshots · Tickets · Debt Summary · Notes & Files · Audit Trail; header related lists for Opportunities, Bookings, and Visitor Logs
InquiryDetails · Audit Trail — plus a Potential Duplicates card with a Merge Duplicates button, an Opportunities related list, and a Path on Inquiry Status
TicketNo custom tabset — highlights, a Path on Status, Activity, the record detail, and related lists
Read the compound property labels literally. The property tabs Leasing | PM | Booking and Sales | Acquisition include the vertical bars as part of their labels. The first holds rent charge setup and the property's Service Requests and Work Orders; the second holds sale and acquisition information, including Ownership Trails.

Buttons do the work

Here's the habit that makes REDA click: most operations are buttons on records, not menu items. You don't go to a menu to convert an inquiry or set up charges — you open the record and press the button. Two consequences follow.

First, the standard New button is replaced by a custom dialog on Inquiries and Opportunities, so creating one of those looks different from creating other records — that's expected. Second, records carry quick actions that do the real work. REDA ships thirty-three of them; a few you'll meet early:

Convert Inquiry. On an inquiry, turns a prospect into an account, contact, and opportunity in one move.
Terms & Charges. On a lease, sets up the charges the tenant will pay.
Add Child Lease(s). On a lease, attaches the co-living or multi-unit children beneath it.
Calculate / Recalculate Commissions. On a deal, works out the commission and its splits.
Reschedule Booking. On a booking, moves it while keeping overlap protection intact.

The global create button (the + in the header) offers a few actions from anywhere too — including New Ticket, New Package / Parcel, and Request Visitor Access. And every inquiry, opportunity, ticket, booking, service request, and work order is driven along its lifecycle by a Path — thirty-one of them ship in all. Because the exact placement of a button depends on your org's layout, this article says "on the record page" rather than pointing to a corner of the screen.

What's not part of REDA

A few REDA-branded things are separate products, not tabs in these two apps — worth knowing so you don't go looking for them here:

NameWhat it actually is
REDA Financials AI (and Admin)A separate package with its own apps
REDA ConnectA separate package
REDA Front DeskBuilt in your org, not part of the installed package
Residents / REDA ServicesCommunity sites (your resident-facing site, if your administrator has set one up), not Lightning apps

Find it in ten seconds

The proof that you know the map is being able to reach anything in a couple of clicks. Three common jobs, traced through the nav for a team at Meridian Properties:

See today's showings. Open the Calendar tab — showings and bookings appear on the calendar there.
Find a tenant's lease. Search Aisha Rahman in global search, or open Opportunities and pick her lease from the list.
Check an invoice. Open the lease and go to its Accounting tab, or open the Opp Invoices tab directly. For an asset such as Harbour Tower, start from the Properties tab.
Log a maintenance issue. Open Service Requests — the intake tab for maintenance. The work that follows lives on Work Orders.
Find out why a deal is stuck. Open Tickets — REDA's checklist engine — to see the tracked step a deal is waiting on. Every open ticket also surfaces on the Home page under Today's Tasks.
When a tab isn't where you expect. Two habits cover almost every "I can't find it" moment. First, if the tab bar looks short, the rest is under More at the end of the bar. Second, if a whole kind of record seems missing — no Opportunities, no Commissions — that's an access question, not a layout one: your permission sets decide which tabs appear, so your administrator is the person to ask. And remember REDA's naming: there is no "Leases" tab because a lease is an Opportunity, and no "Tenants" tab because people are Contacts.
The App Launcher searched for REDA, showing the REDA and REDA Admin apps
The App Launcher, filtered to REDA. The REDA app family appears together — REDA (the leasing app), REDA Admin, plus REDA Financials AI, REDA Financials AI - Admin, and REDA Services — along with items such as REDA Admin Console and REDA Async Logs.
The REDA Admin app navigation bar.
The REDA Admin app's navigation bar — REDA Admin Console, then the master-data tabs: Regions, Property Types, Properties, Property Lists, Leasing Rules and Charge Codes.
The REDA Home page with its dashboard region, Today's Tasks, and Today's Events
The REDA Home page — a leasing dashboard in the main region, with Recent Records, Items to Approve, Today's Tasks, and Today's Events alongside. The full REDA nav bar sits across the top, with Home highlighted.
A leasing deal with its Accounting tab open, showing the Opp Invoices list.
A Leasing Opportunity with its Accounting tab open — the Opp Invoices list shows the active charges, each with its charge code, billing and due dates and amount.
A Property record page with the Leasing | PM | Booking tab
A Property record page — the tab set carries Leasing | PM | Booking and Sales | Acquisition tabs that gather the property's operational sub-records in one place.
An Inquiry record page with the Path and the Potential Duplicates card
An Inquiry record page — the Path runs across the top (New → Contacted → Showing Scheduled → … → Converted) and the Potential Duplicates card sits on the left (here reporting no matches found).
The REDA Admin Console open on its Scheduled Jobs tab.
The REDA Admin Console, open on the Scheduled Jobs tab — the background-job catalog grouped by area, each job showing its recommended run time.

Where to go next

  1. Navigation Basics in the REDA App — the App Launcher, tab bar, and search mechanics.
  2. Anatomy of a REDA Record Page — reading the four zones of any record.
  3. How Access Works in REDA — why you see the tabs you see.
  4. REDA Permission Sets — the sets behind each role.
  5. Understanding Tickets — the process engine behind so many buttons.
  6. Understanding Opportunities — deals and leases in depth.

Frequently asked questions

Tab visibility comes from your permission sets, so ask your administrator to check yours. Also remember that a full tab bar pushes tabs into the More dropdown, and that standard tabs like Accounts, Contacts, and Reports are granted separately from the REDA sets.

REDA replaces the standard New form with its own custom dialog on Inquiries and Opportunities. The different-looking dialog is the intended experience.

The console requires the REDA - Master Data - Admin permission set. Without it you'll see: "You do not have permission to perform this action in the REDA Admin Console." Ask your administrator if you need access.

The Property Search - Leasing tool caps its results and tells you so: "Search results are limited to 200 rows. Please use search filters to narrow down search results." Add filters to narrow the list.

Leases live on the Opportunities tab — in REDA, a lease is a kind of opportunity. See Key Concepts for how REDA names its objects.

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