Create a new tenant company and link a contact person

To learn how to create a new tenant account and assign a contact person, follow the steps below.

Step 1: When you first access Proprli, hover your mouse over the General option on the left-hand side of your screen, and click on Companies.

Step 2: Within the Companies section, click on Add new company on the top right-hand side of your screen.

Step 3: A sidebar will appear on the right side of the screen, where you can add the following details about the new company:

1. Name: enter the company's name.
   
2. Type: select Tenant from the dropdown menu to specify the company type.
   
3. External code: if you want to add a personalised ID code to the tenant company, you can enter it as an external code.
   
4. Website: enter the company's website.
   
5. Phone number: add the company's phone number.
   
6. Address: fill in the company's address.
   
7. City: fill in the company's city.
8. State: fill in the company's state.
9. Postal code: enter the company's postal code.
   
10. Country: select the company's country from the dropdown menu.
    

After adding the necessary information, click on Save to create the new company.

Step 4: To find the new company, you can use the search bar and the filtering options available within the Companies page.

Step 5: Once you click on the name of the new company, you will be redirected to its page, where you can link contact persons, or tenants. To do so, click on Link contact on the top-right hand side of the screen. 

Step 6: You can either link existing contacts or create new contacts.

1. To link an existing contact, select it from the dropdown menu in the first tab, "Add existing contacts."
   

1. To add a new contact, click on the second tab, "Create a new contact," add their details (e-mail address, first and last name, and phone number), select the building(s) they need the ability to create tickets for, choose if they should be notified via e-mail about the new Proprli account by selecting, or not, "Send e-mail invitation," and click on Create or Create and add another, if you want to keep linking contacts.

In case you want to learn more about tenant accounts, please refer to this article.

If you have any questions, please contact our Support team.

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