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:

Each role has different permissions and visibility within the platform to ensure owners only see the information relevant to them.

Beside the owner’s name in the list, you will see the asset type displayed. An owner will either be a Property Owner or a Unit Owner, never both at the same time.

Check out the Owner Portal Guide and watch the video to understand the Owners Portal

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.

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.

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.

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.

Property owners are individuals or entities who own an entire property, such as:

They are typically involved in higher-level oversight and often require detailed operational and financial reporting.

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:

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.

The Financial tab displays owner accounting details.

To edit financial information:

Within this section you can manage:

You can also search for owner-related entries and select Show Paid to display paid transactions.

Remember, Propra is property management software, and the accounting system is designed around property-level accounting.

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.