📄 How to add a pass type

How to add a pass type



As a property manager in Proptia, you can customize and add additional pass types to better manage visitor access to your community. Follow the steps below to add a new pass type.

Steps to Add a Pass Type:

  1. Log in to Proptia:
    • Access your Proptia account using your property manager credentials.
  2. Navigate to Visitor Management:
    • Go to the Visitor Management section from the dashboard.
  3. Access Pass Management:
    • In the Visitor Management section, click on Pass Management and select Visitor Passes.
  4. View Existing Passes:
    • Here, you will see all the available pass types that have been created for your community.
  5. Add a New Pass Type:
    • To create a new pass, click Add Pass Type.
  6. Fill Out the Pass Form:
    • Complete the form with the following details:
      • Temporary or Permanent: Select whether the pass is temporary or permanent.
      • Visitor Type: Choose whether the pass is for an individual or an event.
      • Pass Type: Select whether the pass is for a guest or vendor.
      • Pass Name: Assign a name for the pass.
      • Additional Options: Customize any additional settings based on your community's needs.
  7. Specify Entry Schedule (Optional):
    • As you scroll down the form, you can specify an entry schedule for the pass type, including specific days and times when the pass is valid.
  8. Save the New Pass Type:
    • After filling out all the necessary information, click Save.
    • The new pass type will now be available for use in your community.

This guide helps property managers efficiently add and customize pass types in Proptia to meet the unique needs of their community. For additional support, contact your Proptia dealer.