Starting your Proprli journey

Starting your Proprli journey

When you first access Proprli, follow the steps below to start using the platform.

Step 1: Enter your first and last name, and create a password; once you do that, you can click on Agree and Join.



Step 2: Select your preferred language.



Step 3: At the bottom left-hand corner of the screen, you will find an icon with your initials on it - that’s where the Profile Settings are; if you have management permissions, Access Management should also be available. 



Step 4: On the top left-hand corner of the screen, you will find the notification icon, where all changes related to your account and the buildings you have access to will appear. You can edit your notifications preferences by accessing Settings → Notifications.



Step 5: On the left-hand side of your screen, you will find the features available for your account, such as Buildings, Notifications, Dashboards, Sustainability, Reports, and General. If you hover your mouse over the icons, you can access more items.

A few tips and tricks:
If the text is green, it is a hyperlink.


The three-dotted icon highlighted below usually appears when you hover over line items such as Projects and Certificates - by clicking on it, you will have the option to Edit or Delete corresponding items.



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

    • Related Articles

    • Starting a contract

      Option 1: Complete Request for Approval Step 1: Once the RFA is approved by all responsible parties, click on "Start contract." Step 2: Add all required information to create the contract. Step 3: Review the contract and share, if needed. Option 2: ...
    • Starting a Request for Approval

      After unsealing and comparing the bids, you can start a Request for Approval (RFA) for the service provider you've selected for your project. Upon initiating the RFA, a confirmation pop-up will appear. Make sure you have started the RFA for the quote ...
    • How to manage ticketing features on Proprli's platform

      Proprli's platform provides several tools for effectively managing and communicating about tickets. Here’s a step-by-step guide to using the Activity, Chat, Mention, and Notes features. Step 1: Navigate to the Ticket Dashboard Go to the Tickets ...
    • Where do the GL accounts come from?

      A GL account (General Ledger account) could be compared to a folder where a company keeps track of all money-related activities of a certain type. In Proprli, when starting a project, creating tickets, or MJOBs, finances are taken in consideration. ...
    • Can I add extra documents before the RFA starts?

      Yes, you can add extra documents before the RFA starts. When setting up a Bid Room, before starting the Request for Approval, you can add any relevant documentation by clicking on "Drop files here or click to upload" below "Project shared documents." ...