Properti

Setting up users correctly is essential for ensuring that your marketing automations run smoothly and that every property is promoted under the right agent or team member.

Setting Up Users in Properti.AI

Once your user is setup, check that they are mapped in the CRM Mapping under the Team Tab in Properti.

CRM Mapping - Agents

You can bring your team onto Properti in two ways: by creating a user profile for them or by sending them an invitation to set up their own account.

Inviting Your Team to Properti

There are 5 team roles for users that allow restricted functionality within the platform

What are "team roles" in Properti?

Learn how to remove social media pages, manage automations, and stop future posts for staff who have left the company.

Offboarding Team Members: How to Remove Social Media Pages for Staff Who Have Left the Company

Agent’s card not appearing? It’s likely a permissions issue.

Admin: Running Campaigns on an Agent's Behalf (Agent Credit Card Not Showing)

Agent emails cannot be changed directly in the backend. Updating an email requires creating a new agent account and transferring connections.

How to Change an Agent’s Email in Properti

This article here is to help Agent Users who have been setup by their Office Champion to complete their Properti User Setup.

Agent User Setup: Join Workspace, Connect Social Media Accounts & Add Payment Method for Individual Campaigns

Below is a simple workflow for Admin Users to setup Agent or PM User Profiles

Workspace: Agent Onboarding by Admin Setup

Below is a simple workflow to follow for getting your agents onboarded to Properti

Workspace: Agent Onboarding by Invite

Cameron Vaea

Invite teammates, set roles, and manage agent accounts across your office.

Team

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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