{"id":229263,"date":"2020-07-08T15:33:59","date_gmt":"2020-07-08T20:33:59","guid":{"rendered":"https:\/\/www.propertytrak.com\/site\/?p=229263"},"modified":"2024-06-13T12:11:43","modified_gmt":"2024-06-13T17:11:43","slug":"manage-properties-list-departments-user-groups-lease","status":"publish","type":"post","link":"https:\/\/www.propertytrak.com\/site\/manage-properties-list-departments-user-groups-lease\/","title":{"rendered":"Manage Properties: List, Departments, User Groups, Lease"},"content":{"rendered":"\n\n\n\n\n[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.9&#8243;][et_pb_row _builder_version=&#8221;4.4.9&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.9&#8243;][et_pb_text _builder_version=&#8221;4.4.9&#8243; text_font=&#8221;Montserrat||||||||&#8221; hover_enabled=&#8221;0&#8243;]<h2>Properties&gt; List<\/h2>\n<p><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-1-list.png\"><img decoding=\"async\" class=\"size-full wp-image-464 lazyload\" title=\"manage-properties-1-list\" data-src=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-1-list.png\" alt=\"Properties List with Actions Dropdown menu\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-1-list.png\"><\/a><span>The properties list page shows number, name, address, city\/state, division, and type. The list can be sorted by clicking on any linked column. Also, the list can be filtered by letter by clicking on the alphabet at the top of the page (to see the full list again, click\u00a0<\/span><span><strong>#<\/strong><\/span><span>).<\/span><\/p>\n<h3>Actions<\/h3>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>View<\/span><\/strong>: Displays a popup window with\u00a0<span>summary information.<\/span><\/p>\n<p><span><\/span><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-2-view-popup-window.png\"><img decoding=\"async\" class=\"size-full wp-image-465 lazyload\" title=\"manage-properties-2-view-popup-window\" data-src=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-2-view-popup-window.png\" alt=\"View Popup window displays property details\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/p>\n<div class=\"mceTemp\">\n<dl id=\"attachment_465\" class=\"wp-caption alignleft\">\n<dd class=\"wp-caption-dd\">Popup window displays property details<\/dd>\n<\/dl>\n<\/div>\n<p>&nbsp;<\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Edit<\/strong>: Edit form (available is user is in\u00a0the Global department and\u00a0has properties edit permission.<\/p>\n<p><strong><span>Contacts<\/span><\/strong>: Manage contacts that are\u00a0<span>Property type (non-users). M<\/span><span>ost users will be Tenant\/\u00a0<\/span><span>Employee users or staff, not\u00a0<\/span><span>Property Contacts.<\/span><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Notes and Documents<\/span><\/strong>: M<span>anage notes and documents attached to this property record. Staff must be in the same division as the property to see documents for a property. Employee\/Tenants must be in a user group that is assigned to the property and visibility status must include User Groups for them to see documents.<\/span><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Manage User Groups<\/span><\/strong>:\u00a0<span>Display the list of user groups (employee groups and lease tenants assigned to the property.\u00a0<\/span><span>Also assign additional user groups to the property.<\/span><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Report<\/span><\/strong>: Display the Property Report.<\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Tasks<\/span><\/strong>: Property Tasks \u2013 Not currently in use.<\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Work Orders<\/span><\/strong>: \u00a0\u00a0 View the work order list filtered by this property (work orders will be those in user\u2019s own department).<\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span>Delete<\/span><\/strong>: \u00a0 Requires delete permission for properties (must be global staff or client administrator). Remove property from active use. A confirmation popup is displayed before deletion.<\/p>\n<p><span>Manage User Groups<\/span><\/p>\n<p>The User Group list for a property displays assigned employee groups and lease tenants, and allows additional groups to be assigned to the property.<\/p>\n<figure id=\"attachment_466\" aria-describedby=\"caption-attachment-466\" class=\"wp-caption alignleft\"><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-3-manage-user-groups-with-action-dropdown.png\"><img decoding=\"async\" class=\"size-full wp-image-466 lazyload\" title=\"manage-properties-3-manage-user-groups-with-action-dropdown\" data-src=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-3-manage-user-groups-with-action-dropdown.png\" alt=\"Manage User Groups for a property: Action dropdown for a group\" width=\"908\" height=\"381\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 908px; --smush-placeholder-aspect-ratio: 908\/381;\" \/><\/a><\/p>\n<figcaption id=\"caption-attachment-466\" class=\"wp-caption-text\">Manage User Groups for a property: Action dropdown for a group<\/figcaption>\n<\/figure>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Actions<\/p>\n<p><strong><span>Edit<\/span><\/strong>: Edit form for the user group to update information.<\/p>\n<p><strong><span>Contacts<\/span><\/strong><span>: Manage the contact list for the user group. Includes\u00a0<\/span><span>both user contacts and non-user contacts.\u00a0<\/span><span>Client administrator can reset passwords from the\u00a0<\/span><strong>Administration&gt; Users<\/strong><span>\u00a0section of the navigation menu.<\/span><\/p>\n<p><strong><span>Departments<\/span><\/strong>:\u00a0\u00a0\u00a0 Set which departments will be available for the service request when tenant\/employee users for the group submit requests.\u00a0<span>Staff can always submit a request on behalf of a tenant\/employee for any department.<\/span><\/p>\n<p><span><\/span><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-4-assign-departments.png\"><img decoding=\"async\" class=\"size-full wp-image-468 lazyload\" title=\"manage-properties-4-assign-departments\" data-src=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-4-assign-departments.png\" alt=\"Assign departments available when user in group submits a request\" width=\"462\" height=\"307\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 462px; --smush-placeholder-aspect-ratio: 462\/307;\" \/><\/a><\/p>\n<p><span><\/span><\/p>\n<div class=\"mceTemp\">\n<dl id=\"attachment_468\" class=\"wp-caption alignleft\">\n<dd class=\"wp-caption-dd\">Assign departments available when user in group submits a request<\/dd>\n<\/dl>\n<\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong><span>Lease<\/span><\/strong><span>: Edit the lease and lease documents.<\/span><\/p>\n<p><span><\/span><a href=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-5-edit-lease.png\"><img decoding=\"async\" class=\"size-full wp-image-467 lazyload\" title=\"manage-properties-5-edit-lease\" data-src=\"https:\/\/www.propertytrak.com\/blog\/wp-content\/uploads\/2013\/08\/manage-properties-5-edit-lease.png\" alt=\"Create\/Edit Lease form\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/p>\n<div class=\"mceTemp\">\n<dl id=\"attachment_467\" class=\"wp-caption alignleft\">\n<dd class=\"wp-caption-dd\">Create\/Edit Lease form<\/dd>\n<\/dl>\n<\/div>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span><\/span><\/strong><\/p>\n<p><strong><span><br \/>Remove<\/span><\/strong>: Removes the assignment of user\u00a0<span>group to the property (does not\u00a0<\/span><span>delete the user group).<\/span><\/p>\n<p><strong><span>Send Link<\/span><\/strong><span>: Email a link to a new tenant\/\u00a0<\/span><span>employee so that they can sign up\u00a0<\/span><span>on PropertyTRAK.<\/span><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>The properties list page shows number, name, address, city\/state, division, and type. The list can be sorted by clicking on any linked column. Also, the list can be filtered by letter by clicking on the alphabet at the top of the page (to see the full list again, click #).<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"1080","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[114,135],"tags":[100,98,99,108],"dipi_cpt_category":[],"class_list":["post-229263","post","type-post","status-publish","format-standard","hentry","category-corporate-headquarter","category-general","tag-data-reporting","tag-efficiency","tag-operations","tag-work-order"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/posts\/229263","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/comments?post=229263"}],"version-history":[{"count":4,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/posts\/229263\/revisions"}],"predecessor-version":[{"id":23417551,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/posts\/229263\/revisions\/23417551"}],"wp:attachment":[{"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/media?parent=229263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/categories?post=229263"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/tags?post=229263"},{"taxonomy":"dipi_cpt_category","embeddable":true,"href":"https:\/\/www.propertytrak.com\/site\/wp-json\/wp\/v2\/dipi_cpt_category?post=229263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}