View Articles by Category
Administrative Setup (19)
Administrator's setup options for their Propertyware account
|
Administrator's Activity Logs (2)
Activity logs give Propertyware Administrators insight into user logins and syncs to QuickBooks
|
Customize Propertyware (65)
Help topics and Frequently Asked Questions for customizing the various objects in Propertyware
|
Personal Setup (3)
Setup options for an individual's Propertyware account
|
Category » Setup
Help topics and Frequently Asked Questions for Propertyware's setup section
There were 8 articles found in this category:
Creating, Editing and Deleting Custom Fields
You may create, modify or delete Custom Fields for all areas of Propertyware from the Setup area of the Application. Please note that you need to be a Propertyware Administrator in order to take these actions. To Create a Custom Field: Click the Setup link from the top right corner of any pag ...- Portfolio Grid Edit
Portfolio Grid Edit This powerful feature allows users with administrative access to edit multiple portfolios from one screen. With just a few clicks, you can update certain fields in portfolios, buildings, units, management fee rules, leases and contacts. To Access Grid Edit: 1. Click on th ...
- How do I backup my Propertyware data?
Regular hourly and daily backups of your Propertyware data are integrated into our standard service. In addition to these routine backups, we conduct full system-wide backups every week and store the data in a separate, fire-safe facility. If you need to back up your data to your desktop, you c ...
- How do I send a user his or her login information?
How do I send login information to one of my users? Log into Propertyware as an Admin user. Click the Setup link at the top of the screen. Click the Manage Users link in the left side bar. Click the Edit button for the user that you wish to send an email. At the bottom of the screen, eit ...
- Why are tabs missing from my Trial account?
Any premium add-on modules may be turned on in your trial account. Just follow these steps: Log into your Propertyware account. Click the Setup link at the top of any screen in Propertyware. Click the Subscription Settings link in the left sidebar. At the bottom of the Subscription Setti ...
- Why can't I see a particular tab in my Propertyware account?
Each user in your Propertyware account is assigned to a Profile. Profiles are a specific set of restrictions which can limit the tabs that a user can view, or restrict a user to read only status on any specific tab. Only administrators may modify a user's profile settings. For more information ...
- How do I change my login email address?
You can change the email address you use to log into your Propertyware account by completing the following steps: 1. Login to your account and click the Setup link from the top right corner of any page of the application. 2. Click the My Account link that appears in the Personal Setup section of ...
- Why can't I create a new user account?
This means that the email address you are attempting to use is already being used in Propertyware. If you do not see this email address within your own account, the user may have their own trial account, if you would like to create a user account for this person, here are your options: 1. Us ...