Property Portal - Signing Up and the Dashboard

This article is part of the Property Portal section.

Find all related articles here:

Property Portal

Introduction

The 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 the  Residents Portal in the Property Portal.

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 the main features of the Property Portal, its structure and the available workflow options:

Structure

 

Workflow

 

Actions in the Property Portal

 

Actions in the core system

Signing Up

To use the 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.

If you don’t see the email in your inbox, please check your Spam or Junk folder.

Do not attempt to use the temporary Property Portal login details emailed to you until your administrator has assigned permissions to you in your Core login.

1. To sign up:
   
   
1. Click on the link in the email or click here to go to the Property Portal website.
   
   
2. Enter the login details from the email:
   
   
   
   
3. Click Continue:
   
   
   
   
4. Change your password to one of your choice and click Save Changes:
   
   
   
   
5. The system will log you in.
   
   
6. To reset your password, click Forgot Password on the login page.

After signing up for the Property Portal, use your email address and the new Property Portal password to log in to both CPL and the 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 ...

• Dashboard

  This article is part of the Dashboard section. The dashboard launches when you first open Proptimo Core. It enables you to view updated summary information and statistics covering different modules of the system. You can disable the dashboard from ...