Invite new team members
In order to invite someone who does not have a Proprli account, you should do the following:
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Company Settings.
Step 2: Choose the Team tab to create internal colleagues, and click on "Add Member" on the top right-hand corner of the screen.
Enter their email address and select the role they should have within the environment. Click on "Proceed."
Enter their first and last name, and their phone number. Continue to building access.
Grant access to properties, and then click on "Review invite."Review if all the information is correct before sending the invite, and you also have the option to add a message. It's also possible to continue without inviting.
Step 3: After the invite is sent, the new team member will receive an email message redirecting them to Proprli, where they will have to enter their first and last name, create a password, and click on "Agree and Join." The screenshot below is what they will see.
Step 4: Going back to Company Settings, the new user will be active and, on the last column, you will see a three-dotted icon. Learn more about each of the actions below.
Edit information: This option will give you an overview of the user's details, and the ability to edit their role.
Change role: This feature allows you to change the user's role by selecting a pre-existing role within the dropdown menu. Don't forget to save your changes. Learn more about Proprli's roles in this article.
Edit building access: Grant or remove access to the buildings the users' have access to and save your changes.
Deactivate: If you want to deactivate the user, use this option. Confirm your choice to deactivate them by selecting "Yes, deactivate."