The Owners page, located on the dashboard menu, is where you manage property owners and unit owners within Propra.

Propra supports two different ownership roles in the system:

Check out the Owner Portal Guide and watch the video to understand the Owners Portal
​Residential Portal Support - For property managers to assist tenants or owners with logging in

You can add owners individually by selecting Add Owner. To create a new owner:

Once added, the owner can be associated with a property or unit and invited to access their portal. The owner added into the system becomes the primary owner. From their owner portal, they can add shared users and grant access to specific assets and permissions. This supports situations such as:

You can also import owners in bulk by selecting Import Owners. To import your owner list:

The provided template must be used for imports to work correctly.
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Use the search bar to quickly locate owners by:

You can also:

Owners who have successfully created and verified their portal account will display a green verified checkmark beside their name.

A property owner owns the entire property. This could be:

A unit owner owns one or more individual units within a property. Examples include:

One owner may own multiple units within the same building.

Important: An owner cannot own both the property and individual units on the same property. If both are assigned, the system will override the setup and treat the owner as owning the property. Because of this, you should not assign both the property and units to the same owner on the asset page. Having both selected could effect your bank groups if the wrong owner is selected resulting in payments going into the wrong account.
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To open an owner profile, click directly on the owner’s name. Within the owner profile, you can manage:

Inside the owner profile, you can select which assets the owner owns. To assign an asset:

The owner will either:

To edit asset details:

Here you can:

You can pull owner contract information from Reports by running the Managed Properties Report. Once changes are complete, press Save.

When updating an asset, you can configure:

Calculates the percentage based on the management fee collection setup in:
​Accounting Financial Settings

Uses the management fee settings configured in accounting.

Charges a flat amount for the entire property.

The reserve amount is held back for future bills and expenses.

If entered:

Selecting this option will create an expense for condo fees for this owner. This would be selected if they are a condo/strata unit owner and you are managing their property as well

Property owners may have access to:

Unit owners are individuals who own a specific unit within a larger property. This setup is common in:

Unit owners typically only see information related to their individual unit.

Currently, unit owners can access:

Unit owners do not currently have access to:

This limited visibility helps simplify communication and keeps unit owners focused on information relevant to their unit only.

The Contact tab displays the owner’s contact information. To edit contact details:

Important: If Mail is selected as the correspondence preference, the owner will not receive email notifications regarding autopay payments.

The home address is important for non-resident owners. If the address is outside of Canada, you can run the:

Toggle on Include In Accounting to allow the owner to be selected for accounting tasks.
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Once an owner has verified their email address through their portal account, the email address can no longer be edited internally. Only the owner can change their verified email through their Propra portal.

If an owner updates their information through their portal, you may receive a notification depending on your notification settings.

When updates are pending review, a yellow information icon will appear for you to confirm the requested changes.

You can add additional contacts for an owner profile. These additional contacts are for record keeping purposes only and do not create portal access. If an owner shares ownership with another person, they can invite them as a shared user directly from their owner portal.

You can add internal-only notes on the Contact page for administrative purposes.

The Documents tab allows you to upload and manage owner-related files.

Examples include:

To upload a document:

To share a document with the primary owner:

To remove access, select Unshare.

Documents uploaded directly to the owner profile can only be shared with the primary owner. If a property has multiple owners and you need to share documents with all shared owners, upload the document to the property’s Documents tab instead.

When a document is shared:

Documents shared directly from the owner profile are only shared with the primary owner. This is because:

If you need to share documents with additional shared users:

Income payout reports shared from the Reports page will appear in the Documents tab. Since these reports are property-level documents:

The Financial tab contains accounting and payment information for the owner. This includes:

To add or edit payment details:

Recommendation: If the owner has a PAD agreement, upload it to the Documents tab for reference.

Autopay statuses are shown using icons:

At the bottom of the Financial tab, you can view:

Select Show Paid to display paid transactions.

Depending on permissions, you may also see:

Important: These charges apply to the owner directly, not the property.

To deactivate an owner:

Before deactivating an owner, ensure all active accounting has been completed. Deactivating an owner with unfinished accounting activity may cause posting errors or transaction issues.

You can send owners a welcome email during onboarding by sending an announcement. When owners are invited to create an account, they must verify their email address before gaining portal access. The email address used to create their portal account must exactly match the email listed on their contact profile page.

If an owner accidentally creates their account using a different email address, they may log in but not see any information. To fix this:

This will link their account to the owner profile automatically. The owner may need to log out and back in again before the information appears correctly.

Not all owners require the same level of detail or system visibility.

Many Propra clients prefer a simplified experience for unit owners to reduce confusion and keep attention focused on their specific unit and finances.

Propra’s owner permissions are designed to support these operational preferences while maintaining clear communication and secure access to information.