How to manage environments

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 "Setup," and click on "Environments."


Step 3: Within the list of existing Environments, click on the three-dotted icon on the right-hand side.


There are four options available, they are:

Edit information: edit the Environment's name and save your changes when done.


Edit assigned buildings: add or remove the buildings associated to the Environment.


Edit assigned suppliers: add or remove the suppliers associated to the Environment.


Archive: archiving the Environment will keep it assigned to its suppliers, but its buildings will be removed.


The archived Environments can be reactivated within the tab Archived.


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

    • Related Articles

    • 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 ...

    • Manage external users

      You can manage external users that are a part of your environment in Proprli. Learn more about this feature below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Company Settings. Step 2: The third ...

    • Manage internal team members

      Within company settings, you have the option to manage internal users that are a part of your environment in Proprli. Follow the steps below to learn more about this feature. Step 1: Click the icon with your initials at the bottom left-hand corner of ...

    • Manage your notifications

      We understand that receiving too many notifications can become overwhelming. At Proprli, you have full control over your notification preferences, so you can customise what you receive and when. Step 1: Once you are logged in to your Proprli account, ...

    • How to manage templates

      Within Company Settings, you have the option to create templates for specific fields of your work orders: Description, Files, Invoicing & Conditions, and Mandate Explanation. This feature is only available for Admins. To access it, follow the steps ...