📄 How to assign a Vendor to a property
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How to assign a Vendor to a property.

As a property manager, you can assign vendors to multiple properties in Proptia. Follow the steps below to manage vendor access across properties.

Steps to Assign a Vendor to a Property:

  1. Log in to Proptia:
    • Access your Proptia account using your property manager credentials.
  2. Navigate to the Vendors Directory:
    • Go to Directories and select Vendors.
  3. Locate the Vendor:
    • Find the vendor you wish to assign to properties.
  4. Assign the Vendor to Properties:
    • Click on Actions next to the vendor’s name and select Assign to Property.
    • Scroll through the list and check off each property that the vendor is authorized to visit.
  5. Save the Vendor Assignment:
    • Once all the appropriate properties have been selected, click Save.
  6. View Assigned Properties:
    • To view the list of properties the vendor is authorized to visit, click on the number under the Properties column next to the vendor's name.

This guide helps property managers efficiently assign vendors to multiple properties in Proptia. For additional support, contact your Proptia dealer.