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New Team Member Training Guide: Learning Propra

New to Propra? Use this guide to learn the platform from start to finish. Follow the Knowledge Centre, explore Propra’s features, read the help articles, and watch the videos to understand how tasks, automation, and workflows work together.

Written by Karyn Millar

Welcome to Propra!

If you are new to your property management team, this guide will help you get familiar with Propra and learn how the platform works.

Rather than learning individual tasks one at a time, we recommend taking some time to understand how Propra works as a whole. This will help you work more efficiently and understand how completing one task can affect other areas of the platform.

Start Here: Propra Customer Success Knowledge Centre

Your first step should be the Propra Customer Success Knowledge Centre Welcome page:

The Welcome page explains how to use the Knowledge Centre, including how to search for information, use the articles, and get help through the Propra chat.

The Knowledge Centre is designed to be worked through from beginning to end, like a book. You can click through each page to learn how Propra works, starting with Settings and continuing through the different areas of the platform, including Accounting.

If you are completely new to Propra, we recommend taking the time to work through the Knowledge Centre in order rather than jumping straight into individual tasks.

Next: Learn the Propra Features

Once you have worked through the Welcome page, use the Propra Features page as a quick way to explore the different areas of the platform:

This page contains links to articles about the different Propra features.

We highly recommend reading each article and watching the short video when one is available.

Don't Just Learn Where to Click

The articles are designed to teach you more than just the steps to complete a task.

Each article will help you understand:

  • What the feature does and why you would use it.

  • What the feature affects and what may happen automatically after you complete a task.

  • How to make changes or corrections if something needs to be updated.

  • Troubleshooting tips for common issues.

  • The most efficient way to complete the task.

This is especially important if you have previously worked with a different property management platform.

You may be used to completing several manual steps to accomplish something. In Propra, some of those steps may already be automated.

Propra is designed for fewer clicks and more automation.

Taking the time to learn the intended Propra workflow will help you avoid unnecessary steps and get the most out of the platform.

Learn the "Why," Not Just the "How"

As you work through the Knowledge Centre and feature articles, don't just memorize the steps.

Try to understand:

  • What is this feature designed to accomplish?

  • What happens after I complete this task?

  • What other areas of Propra are affected?

  • What does Propra automate for me?

  • If something doesn't look right, where should I check?

  • Am I doing an extra step simply because that is how my previous software worked?

Understanding how the different parts of Propra connect will make it much easier to learn new tasks and troubleshoot issues as you become more familiar with the platform.

Use the Knowledge Centre as You Work

You don't need to memorize everything before you start working in Propra.

Keep the Knowledge Centre available as a resource while you learn. When you are unsure how to complete something, search for the feature or task and review the related article before trying to figure it out on your own.

The articles are also updated as Propra features change, so the Knowledge Centre should be your go-to resource for the most current instructions.

Need Help?

If you can't find the answer in the Knowledge Centre, the Propra Support team is always happy to help.

You can contact Support through the chat in Propra or by phone.

Support hours: Monday–Friday, 9:00 AM–5:00 PM Mountain Time

Phone: 587-817-6393

We recommend checking the Knowledge Centre first, as the articles and videos can often provide the answer you need and give you additional information about how the feature works.

Your Goal

The goal of this training is not simply to learn where to click.

It is to understand how Propra works and how the different features work together.

Start with the Welcome page, work your way through the Knowledge Centre, explore the feature articles, and watch the videos along the way.

The more you understand the Propra workflow, the more confidently and efficiently you will be able to manage your day-to-day property management tasks.

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