Understanding Directories and Lists in Proptia.

In Proptia, directories function as major lists that help you manage various aspects of your property, residents, vendors, and visitors. This guide will walk you through the different directories available in Proptia and how to use them effectively.

What Are Directories?

Directories in Proptia are lists that organize and display information related to your property and community. They are accessible from the dashboard or through the top-right Directories menu.

Common Directories in Proptia:

1. Resident Directory:
   • The Resident Directory displays a list of all residents or members, such as owner-occupants, non-owner occupants, and tenants.
   • Use this directory to add new residents, manage current residents, and view their profiles.
2. Attendance Directory:
   • If your community has security guards or concierges, this directory lists their attendance records, login details, and assigned dates.
   • You can also add new attendants or concierges through this directory.
3. Property Directory:
   • Lists all properties within the organization, such as single-family homes, condos, or other facilities like pro shops or restaurants.
   • You can customize the columns to display specific data, such as unit numbers, which can be hidden if not applicable to your community.
4. Vendor Directory:
   • Displays all vendors associated with your community, including landscaping services, maintenance providers, and other contractors.
   • Manage and add new vendors through this directory.
5. Vehicle Directory:
   • Lists all vehicles associated with residents and members in the system.
   • Information includes license plates, vehicle make and model, ownership, and contact details.
6. Visitor Directory:
   • The Visitor Directory provides details about all visitors, including:
     • Individual visitors
     • Vendor visitors
     • Event visitors
     • Visitor activity (visitor history)
     • Expired or restricted visitors
   • You can filter visitors by different categories and view detailed information, such as their license plate, host, and company (if applicable).
7. User Directory:
   • The User Directory lists non-resident users of the Proptia system, such as property managers, administrators, and board members.
   • Users are assigned roles, and each role comes with specific permissions that define what they can see and do within the system.
8. Pet Directory:
   • If your community uses a pet directory, this list shows pets registered by residents.
   • Information includes the pet’s name, breed, and contact information, helping identify and contact owners if a pet is lost.

Customizing Directories:

• In most directories, you can customize the columns using the gear icon to hide or display specific fields based on your preferences. These changes will be saved and remain in effect the next time you log in.

Adding to Directories:

• The Add button is commonly located in all directories, allowing you to add new residents, vendors, visitors, or other entities directly from the relevant directory.