When bringing new staff onboard, it’s important to give them hands-on experience in Propra without granting full access to your live account.
The best way to do this is by setting up a safe training environment where they can learn and practice using real workflows — risk free.

Start by creating a Test Property in your account.
This will be your training environment where your team can safely:

Title the property Test and message [email protected] to let them know you have a test property. This will allow us to mark it as a test property and not charge you. If we do not know that you have a test property set up you will be charged for the units added.

Add each new team member as a User (with limited permissions).
This ensures they can log in and participate in training, but cannot make changes to your live portfolio.

💡 Tip: You can always edit or expand their permissions later once they’re fully trained.

Go to Settings → Account → Teams and create a new team for your trainees.
Link only the Test Property to this team so they can only view and interact with that property.
This setup keeps your real portfolio secure while giving them the freedom to explore.

Provide your team with:

Encourage your team to follow along with the videos, review the slides, and complete the same tasks shown in the training guide.

If your trainees have questions as they go through training, remind them to use the chat feature in the bottom-right corner of Propra.
It’s the quickest and most direct way to get support from our team and will allow them to continue their work.

This setup allows your new team members to:

Once they’re comfortable and confident, you can expand their permissions and give them access to your live properties.