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Org Admins - Manage Disposal Settings

Control the disposal default settings your teams use across disposals and interest schedules.

Written by Max Kemplen

Use Disposal Options within your Org settings section to manage building types, use classes, and default interest schedule statuses for your organisation.

Who can use disposal options?

Disposal Options are only available to:

  • Organisation admins at agency-type organisations

  • Users with access to the Settings app

They are not available to:

  • Non-admin users

  • Landlord organisations

If a user without access opens the page directly, Kato redirects them to the home page.

When to use disposal options

Use Disposal Options when you want to:

  • Remove irrelevant building types from disposal workflows

  • Control which use classes your teams can apply

  • Set default interest schedule statuses for new matches, portal enquiries, and match requests

How disposal options work

Disposal Options are split into three cards:

Card

What it controls

Available Building Types

Building types available to your organisation

Available Use Classes

Use classes available to your organisation

Interest Schedule Defaults

Default status for new matches, portal enquiries, and match requests

Each card saves independently.

Items marked with * are Kato system defaults. You can still remove them if they are not relevant to your organisation.

Open disposal options

  1. Go to Settings.

  2. Select Disposal Options.

Configure available building types

  1. In the Available Building Types card, search or browse the available options.

  2. Select or clear building types as needed.

  3. Select Save changes.

You must keep at least one building type selected.

Configure available use classes

  1. In the Available Use Classes card, select or clear use classes.

  2. Select Save changes.

You must keep at least one use class selected.

Configure interest schedule defaults

Use Interest Schedule Defaults to define the default status applied to:

  • New matches

  • Portal enquiries

  • Match requests

  1. In the Interest Schedule Defaults card, choose a default value for each dropdown.

  2. Select Save changes.

Saving changes

Each card saves independently.

The Save changes button stays disabled until you make a change.

After a successful save, Kato shows this confirmation:

Preferences updated successfully

The Save changes button then disables again until another change is made.

What your changes affect

Disposal Options affect the default options available to users across your organisation.

[NEEDS CONFIRMATION: Do Disposal Options changes apply to existing records, new records only, or both?]

Team-level settings can override organisation-level defaults where both exist.

Troubleshooting

Issue

What it means

What to do

Save changes is disabled

No changes have been made, or all options in a required list have been cleared

Make a change and keep at least one option selected

You cannot access Disposal Options

Your account does not have permission, or your organisation type is not supported

Confirm you are an organisation admin at an agency-type organisation

A validation message appears

A required selection list has no remaining values selected

Select at least one option before saving

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