The Tenants page on the dashboard menu takes you to your complete tenant list. Depending on your setup, this page may also include property owners. This is common when managing condo or strata buildings where unit owners live in the residence and are tracked in the same contact list.

Keeping tenant and owner information accurate and complete is important, as many features throughout the system rely on this information to automate tasks and improve efficiency.

Check out the Residential Portal Guide and watch the video to understand the Tenant Portal

Residential Portal Support - For property managers to assist tenants or owners with logging in

At the top of the page, you can use the search bar to quickly locate tenants or owners by searching:

This makes it easy to quickly pull up contact information or locate a resident without scrolling through the full list.

You can also use the Dashboard Data Search keyboard shortcut by pressing Control + K on your keyboard. Dashboard Data Search allows you to search across multiple areas of the system, including:

This is one of the fastest ways to navigate the system when handling day-to-day tasks.

The filter option allows you to filter tenants by specific columns, including payment method. For example, you can choose to display only tenants who pay by cheque.

This can be especially useful when reviewing older payment methods and encouraging tenants to move to more automated options such as AutoPay.

It is considered best practice to keep payment method information updated in the system, as many accounting and communication workflows can be automated based on this data.

In the top right corner of the page, there is a checkbox to Show Deactivated contacts.

If you are searching for a tenant and cannot find them, be sure to enable this option to check whether the tenant has been deactivated.

The Export button in the top right corner allows you to export your tenant list into a CSV spreadsheet file.

This is especially helpful for communication tasks. For example, you can:

This provides a quick way to send announcements or updates to all tenants.

If the Export button is unavailable, your account may contain too many contacts to export directly. In this case, please contact support at [email protected] to request your contact list.

At the bottom of the page, the Rows Per Page option allows you to display more tenants on a single page.

The arrows beside each column title can also be used to sort the list. For example, you can sort tenants alphabetically by name or organize records based on other columns.

In Propra, you cannot manually create a tenant.
A tenant profile is automatically created when you create a lease and add the tenant’s information.

Once created, the tenant will receive access to the Residential Portal. They will not automatically be invited, you will need to send them a welcome email. You can do this when you create the lease (option is under the financial page) or from their profile afterwards by selecting the three dot menu.

On the tenant’s profile, you will see a green checkmark next to their name if they have:

✔ Logged into their Residential Portal
✔ Verified their email address

If there is no checkmark, it means the tenant has not yet created an account.

Verification is important because:

For accounting, communication, and compliance purposes, once a tenant verifies their email, it cannot be changed by the property manager. Tenants must update it themselves in their Residential Portal.

To login to their portal the tenant must use the same email address in their profile in Propra. If the tenant creates their account and tells you that they don't see any information this is because they created an acount with a different email address. You can fix this by adding the email they used to their profile in Propra and it will automatically link the IDs.

Residential Portal Guide

When viewing a tenant profile, select the three-dot menu on the right side. You will have two options:
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This email includes:

This is helpful if a tenant has not yet created an account.
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This option becomes available only after the lease is terminated.
Deactivating does not remove the tenant’s access to the portal.

Deactivating does not delete the tenant it only removes them from this active list.

Each tenant profile includes four tabs:
​Lease History, Contact, Documents, and Financials.

This tab provides a complete overview of the tenant’s leasing activity, including:

You can also click Go to lease details to navigate directly to the unit and lease page.

This tab displays:

To edit any of this information, select the pencil icon.

Note:
You cannot change the tenant’s email once verified.
The tenant must update their email within their Residential Portal for security and audit trail reasons.

Use this tab to upload and store documents specific to the tenant, such as:

Each document has its own three-dot menu, allowing you to:

When shared, the document:

This tab allows you to manage the tenant’s payment information and outstanding balances.

Select the pencil icon to:

**A tenant or owner can only have one bank account linked to their profile.

You’ll see:

The Add Charge button allows you to: