Proptia User Permissions Guide for Property Managers

This guide helps property managers assign appropriate access levels to user roles based on the actual features available in Proptia.

How to Add a Pass Type

Learn how to create and customize different pass types for residents, guests, and vendors. This guide provides clear steps for setting up and managing passes to control access across your property.

How to Add a User

Learn how to add new users to your property management system and grant them the appropriate access and permissions. This guide provides step-by-step instructions for efficiently managing users.

How to Add a Visitor

Learn how to easily add visitors to your system, allowing them secure access to your property. This guide walks you through registering visitors and managing their access permissions.

How to Add a Property

Learn how to add a new property to your management system and ensure it’s set up with the correct details and access settings. This guide walks you through the process of configuring properties efficiently.

How to Add Resident Details

Learn how to input and update resident details in your property management system, ensuring accurate records and seamless access. This guide walks you through the steps to efficiently manage resident information.

How to Add a Resident

Learn how to add new residents to your property management system and ensure they have the proper credentials and access. This guide walks you through the steps to register residents efficiently.

How to Add Mobile Credentials

Learn how to assign mobile credentials to residents, enabling convenient and secure access via their smartphones. This guide walks you through the steps to set up and manage mobile credentials in the system.

How to Assign a PIN Code

Learn how to assign a PIN code to residents or users for secure access to property systems. This guide provides step-by-step instructions for easily setting up and managing PIN codes in the system.

How to Assign a Vendor

Learn how to assign vendors to your property and allow them access and proper credentials to perform their services. This guide provides step-by-step instructions for efficiently managing vendor assignments.

How to Check Proptia Hardware Status

Learn how to check the status of Proptia hardware and ensure your system is running smoothly. This guide provides instructions for monitoring hardware components and identifying potential issues.

How to Unassign or Deactivate a Credential

Learn how to unassign or deactivate resident, vendor, or user credentials, ensuring secure and accurate access management. This guide walks you through the steps to quickly disable or remove credentials from the system.

Understanding Global Settings

Gain a clear understanding of your system's global settings, which allow you to control and configure overall access, security, and user management preferences. This guide explains how global settings impact your property and how to adjust them for optimal performance.

How to use Resident "Move Out"

Learn how to use the resident move-out feature to remove residents from the system while ensuring their credentials and access are properly deactivated. This guide provides a step-by-step process for managing move-outs efficiently.

How to Send the Resident Welcome Email

Learn how to send a welcome email to new residents, providing them with important access information and account details. This guide walks you through the steps to customize and efficiently send a resident welcome email.

Understanding User Roles and Permissions

Learn how to customize user roles and permissions, ensuring the right access levels for different users in your property management system. This guide provides step-by-step instructions for tailoring permissions to match specific roles and responsibilities.

How to Schedule a Hold-Open

Learn how to schedule a hold open for gates or doors, allowing them to remain open for a specified time. This guide provides step-by-step instructions for setting up and managing hold opens for your property efficiently.

Understanding the Visitor Management Directory

Learn how to navigate and use the Visitor Management Directory to manage guest access efficiently. This guide explains the directory’s features, including how to view, add, and manage visitors to your property.

Understanding Access Levels and Their Importance in Access Control.

In Proptia’s access control system, access levels are essential for managing when and where residents, members, or vendors can access specific doors and gates using various credentials, such as transponders, Bluetooth devices, or fobs. Here’s how access levels work and why they are important.

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.

Using Some of The Reporting Tools In Proptia.

Proptia’s reporting tools allow property managers to generate detailed reports on visitor activity, access control, license plate recognition (LPR), and more. Follow this guide to access and utilize some of the key reporting features.

Sending SMS and Email Messages in Proptia.

Proptia allows property managers to send SMS and email messages to residents, members, tenants, and other users directly through the platform. Follow the steps below to communicate efficiently using Proptia’s built-in messaging tools.

How to Use the Proptia Ticketing System.

Proptia’s built-in ticketing system allows property managers to receive and manage tickets from residents, members, staff, and security personnel. This system is highly customizable to suit your community’s needs. Here’s how to use the ticketing system.

Understanding Amenities and Reservation Requests in Proptia.

Proptia offers an Amenity Reservations feature, allowing property managers to make amenities available for reservation by residents, members, and other users. This guide walks you through setting up amenities and managing reservation requests.

A Tour of The Resident Directory in Proptia.

The Resident Directory in Proptia allows property managers to view and manage residents, tenants, and non-occupant owners. This guide provides an overview of the features and sections available in the Resident Directory.

How to Activate a Resident License Plate for Access Into the Community

This guide walks property managers through the process of enabling license plate recognition (LPR) for residents, allowing their vehicles to access the community through gated entries using their license plates.

Search Proptia Help Articles.

PROPERTY MANAGEMENT KNOWLEDGE BASE

Learn how to create and customize different pass types for residents, guests, and vendors. This guide provides clear steps for setting up and managing passes to control access across your property.

Learn how to add new users to your property management system and grant them the appropriate access and permissions. This guide provides step-by-step instructions for efficiently managing users.

Learn how to easily add visitors to your system, allowing them secure access to your property. This guide walks you through registering visitors and managing their access permissions.

Learn how to add a new property to your management system and ensure it’s set up with the correct details and access settings. This guide walks you through the process of configuring properties efficiently.

Learn how to input and update resident details in your property management system, ensuring accurate records and seamless access. This guide walks you through the steps to efficiently manage resident information.

Learn how to add new residents to your property management system and ensure they have the proper credentials and access. This guide walks you through the steps to register residents efficiently.

Learn how to assign mobile credentials to residents, enabling convenient and secure access via their smartphones. This guide walks you through the steps to set up and manage mobile credentials in the system.

Learn how to assign a PIN code to residents or users for secure access to property systems. This guide provides step-by-step instructions for easily setting up and managing PIN codes in the system.

Learn how to assign vendors to your property and allow them access and proper credentials to perform their services. This guide provides step-by-step instructions for efficiently managing vendor assignments.

Learn how to check the status of Proptia hardware and ensure your system is running smoothly. This guide provides instructions for monitoring hardware components and identifying potential issues.

Learn how to unassign or deactivate resident, vendor, or user credentials, ensuring secure and accurate access management. This guide walks you through the steps to quickly disable or remove credentials from the system.

Gain a clear understanding of your system's global settings, which allow you to control and configure overall access, security, and user management preferences. This guide explains how global settings impact your property and how to adjust them for optimal performance.

Learn how to use the resident move-out feature to remove residents from the system while ensuring their credentials and access are properly deactivated. This guide provides a step-by-step process for managing move-outs efficiently.

Learn how to send a welcome email to new residents, providing them with important access information and account details. This guide walks you through the steps to customize and efficiently send a resident welcome email.

Learn how to customize user roles and permissions, ensuring the right access levels for different users in your property management system. This guide provides step-by-step instructions for tailoring permissions to match specific roles and responsibilities.

Learn how to schedule a hold open for gates or doors, allowing them to remain open for a specified time. This guide provides step-by-step instructions for setting up and managing hold opens for your property efficiently.

Learn how to navigate and use the Visitor Management Directory to manage guest access efficiently. This guide explains the directory’s features, including how to view, add, and manage visitors to your property.

In Proptia’s access control system, access levels are essential for managing when and where residents, members, or vendors can access specific doors and gates using various credentials, such as transponders, Bluetooth devices, or fobs. Here’s how access levels work and why they are important.

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.

Proptia’s reporting tools allow property managers to generate detailed reports on visitor activity, access control, license plate recognition (LPR), and more. Follow this guide to access and utilize some of the key reporting features.

Proptia allows property managers to send SMS and email messages to residents, members, tenants, and other users directly through the platform. Follow the steps below to communicate efficiently using Proptia’s built-in messaging tools.

Proptia’s built-in ticketing system allows property managers to receive and manage tickets from residents, members, staff, and security personnel. This system is highly customizable to suit your community’s needs. Here’s how to use the ticketing system.

Proptia offers an Amenity Reservations feature, allowing property managers to make amenities available for reservation by residents, members, and other users. This guide walks you through setting up amenities and managing reservation requests.

The Resident Directory in Proptia allows property managers to view and manage residents, tenants, and non-occupant owners. This guide provides an overview of the features and sections available in the Resident Directory.

This guide walks property managers through the process of enabling license plate recognition (LPR) for residents, allowing their vehicles to access the community through gated entries using their license plates.