Moving a Portfolio from one Property Manager to another

If a property manager has left or you are wanting to change portfolios, there is a way to move the whole portfolio or a portion to another user.

  • To move all the properties - go to System > Settings > Tools.
  • Click Change assignment. It will ask you who the old user is (User from) and who you want to move the properties over to (User to).

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  • Click the square next to search to either Selet Page or De-select Page.
  • Or if a few are required you can tick several items in the list.
  • When you are done, click on Save Changes. This will move all properties and inspections etc. over to the selected user
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