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Properties and Units

Introducing the Property Group Selector
The new Property Group Navigator makes it easier than ever to stay focused on what matters most. This global filter, ...
Attempting to Access a Search Result Outside of Your Property Group
You were directed to this article because you have tried to access a search result that is not a part of the property...
Managing Property Groups in Bulk
When managing a single Property assigned to Property Group(s), refer to Manage Property (Unit) assigned to Property G...
Managing Property Groups for a Single Property
Managing a single Property (and all associated Units) assigned to Property Group(s) is done by following the steps be...
Understanding and Using Property Groups
Definition Property Groups allow the ability to segment your portfolio, and function in two ways. Limit the permissi...
Assigning a Property to a Property Group
Property Groups allow the ability to limit who can manage the Properties and Units in a Property Group, and to limit ...
How to Assign Users to a Property Group
If you would like specific users to be able to manage certain Properties, you can assign them to as many Property Gro...
Editing Unit/Property Information
This article will cover the steps on editing Unit/Property information.    Editing Unit Information Step 1: Click Pro...
Uploading Files to a Unit - Manager
As a Manager, you have the ability to upload files to a Unit. You can choose to upload photos or any other documents ...
Creating a Property with Multiple Units
This article outlines how to create a Property with two or more associated Units.  NOTE: If you have an active integr...
Creating a Property
This article will outline the steps on how to add a single Property.     NOTE: If you have an active integration with...
Viewing and Restoring Inactive Units/Properties
Agents/Admins have the option of deactivating a Property or Unit that is no longer/not currently in use. This article...
How to Deactivate Units/Properties
Agents/Admins have the ability to deactivate Units/Properties that are no longer in use. For instructions on how to r...
Create or Edit Maintenance Notes for a Unit
Maintenance Notes are attached to a unit and will be automatically populated with every Meld created for the unit.   ...