Property Portal - Signing Up and the Dashboard

Property Portal - Signing Up and the Dashboard

InfoThis article is part of the Property Portal section.
Find all related articles here:


Introduction

Property Portal is a web-based application designed to help property managers and homeowners interact more easily. It allows you to schedule meetings, manage tasks, track cases, view jobs and estimates and manage comments. You can also manage settings for the New Client Portal in Property Portal.

Warning
Depending on your permissions and the modules your company uses, you may not see all the menus or features described in the Property Portal articles.

The diagrams below illustrate Property Portal's main features, structure and available workflow options:

Structure

 
Workflow


 
Actions in Property Portal

 
Actions in the core system


Signing Up


Alert
To use Property Portal, you must have a core system user account.

Your administrator will create your Property Portal account and you'll receive an email with an invitation to sign up. The email includes your username and a temporary password.

Info
If you don’t see the email in your inbox, please check your Spam or Junk folder.
  1. To sign up:
    1. Click here to go to the Property Portal website.
    2. Enter the login details from the email.
    3. Change your password to one of your choice.

  1. Next, you must link your Property Portal login to your CPL account:
    1. Enter your CPL username (not your email address) and CPL password.
InfoCPL 2 refers to the CPL desktop application, while CPL 3 refers to the Property Portal website.
    1. Click Link Accounts to finish the setup:



  1. To reset your password, click Forgot Password on the login page.
Warning
Ensure users are active in Property Portal; deactivated users cannot complete the account linking process.

Info
After linking your accounts, use your email address and the new Property Portal password to log in to both CPL and Property Portal. 

The Dashboard


After logging in, you'll land on the Dashboard. Access it anytime by clicking the Dashboard menu on the left.

Here, you'll find:
  1. Your Daily Itinerary (meetings for the day)

  2. Actionable Cases

  3. Meetings, Tasks and Events scheduled for the current week.

Click on any entry to view and manage its details:




    • Related Articles

    • Property Portal - Comments

      This article is part of the Property Portal section. Find all related articles here: Property Portal Introduction You can add comments to meetings, cases, jobs and estimates — but not to tasks. There are two types of comments: public and private. Use ...

    • Property Portal - Jobs and Estimates

      This article is part of the Property Portal section. Find all related articles here: Property Portal Jobs You can view jobs raised for developments in the Jobs menu. All active jobs are listed with their current status. You can sort columns and use ...

    • Property Portal - Admin: Client Portal - How It Looks

      This article is part of the Property Portal section. Find all related articles here: Connect The New Client Portal can be customised in Property Portal. You can configure the following aspects to match your organisation’s branding and settings: ...

    • Property Portal - Admin: Settings - Client Portal Options and Features

      This article is part of the Property Portal section. Find all related articles here: Connect Available Settings You can control which features clients have access to in the Client Portal by configuring the Client Portal Settings page: To manage these ...

    • Property Portal - Admin: Working Hours

      This article is part of the Property Portal section. Find all related articles here: Property Portal Go to the Working Hours section in the Admin menu to set your standard hours and any exceptions. Standard Working Hours Click the pencil icon under ...