Environments

Within Company Settings, you have the option to create Environments. This feature is only available for Admins. To access it, follow the steps below.

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.

Step 2: Navigate to the tab "Setup," and click on "Environments."

Step 3: Click on "New Environment."

Step 4: There are four steps when setting up the Environment:

Enter the Environment name, and click on Assign buildings.

Continuing without assigning buildings will create the environment without assigning buildings or suppliers. You can edit that later, if you'd like.

Select the buildings, "Add," and Assign suppliers.

Select the checkboxes and "Add," or click on the plus sign on the right-hand side to add suppliers.

The last step is to review the information you have added so far. Click on "Edit" if you want to make any changes, or "Save Environment."

Now that your Environment is created, the suppliers associated with it will be the only ones listed when creating work orders via ticketing.

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

• Related Articles

• How to manage environments

  If you need to edit or archive an existing Environment, follow the steps below to make the necessary changes. Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings. Step 2: Navigate to the tab ...

• Company settings

  Efficient access management is essential for maintaining control over your company, team, and roles within the Proprli platform. Follow the steps below to learn how to manage these elements effectively. It is important to note that Company Settings ...