📄 Understanding Global Settings

Understanding Global Settings.



In Proptia, global settings allow property managers to customize the experience for users across the community. These settings affect various aspects of the platform for residents, members, and staff. Follow the steps below to understand and configure global settings for your organization.

Steps to Access Global Settings:

  1. Log in to Proptia:
    • Access your Proptia account using your property manager credentials.
  2. Navigate to Global Settings:
    • Go to Organization Settings and select Global Options.
  3. Explore the Settings Categories:
    • On the Global Options page, you’ll find the following settings categories:
    • Organization Settings:
      • Set the default visitor pass.
      • Specify the maximum number of visitors per host.
      • Allow members to send an E-pass.
      • Configure additional organization-wide options.
    • Attendance Settings:
      • Control how guards interact with the system.
      • Restrict or allow actions such as adding or editing permanent guests, and deleting restricted guests.
    • Resident Settings:
      • Customize how residents use the system, including visitor management and access control.
    • Member Settings:
      • Adjust settings for members, similar to resident settings, to customize their user experience.
  4. Save Your Changes:
    • After making changes in any section, be sure to click Save at the bottom of the page to apply your updates.

This guide helps property managers efficiently customize user experiences in Proptia through global settings. For additional support, contact your Proptia dealer.