👥 Using Teams in Propra
Teams in Propra let you group users and properties together for better organization, visibility control, and portfolio management.
With Teams, you can:
🔒 Limit Visibility — Restrict certain users to only see specific properties.
🔍 Filter Easily — Use teams as quick filters when navigating Accounting or generating bundled reports.
🧩 Control Access — Manage which properties, units, and notifications each team member can access.
🏘️ Assign Property Managers — Add managers to specific units or properties for targeted oversight.
⚙️ How to Set Up a Team
Only users with an Admin role can create or manage teams.
Go to Settings → Account.
Next to Authorized Users, select the Teams tab.
Click Add Team.
Give the team a name, then select the types of units you want included. Click Next.
Select the property or properties you’d like to include in the team. Use the search bar for fast results. Once you have searched the property name, select the box and either clear the search bar or search another name. Click Next.
If you want to include only certain units within a property, select the property, then choose the specific units to add. Click Next.
Select the user(s) you’d like to include in the team.
Click Save. Now you have a new team.
🔐 How Teams Affect Users
A user can be part of more than one team.
Users without Admin or Books Admin privileges will only see information related to the properties in their team(s).
Here’s how that looks in practice:
Only properties within their team(s) appear in filters.
Only those properties show under Properties.
Users will receive notifications only for properties in their team(s).
Access in the Propra for Managers app is limited to those properties.
Tenant and owner details are restricted to records linked to their team’s properties.
If specific unit types are included, users will only see those units — even if other units exist at the same property.
If you add a new property or unit be sure to add it to your existing team.
🧠 Important Notes
Admin, Books Admin, and Books Advanced users always have full visibility, even if added to a team.
Teams can be used as quick filters when navigating Accounting or generating bundled reports.
Using teams helps organize your portfolio by location, property type, or management group, giving your team clear focus and control.
If you do not see a property or unit in your portfolio please check that you have added it to your team.