Moving a Portfolio from one Property Manager to another

If a property manager has left or you are just changing portfolios, there is a way to move a whole portfolio to another user.

Currently you cannot move just some properties, you have to do them manually.


To move all the properties - go to System settings - last tab is called Tools. In there you will find 

Change user Assignment, click on Change Assignment. It will ask you who the old user is and who you want to move the properties over to.

Then click on  Save changes. This will move all properties and inspections etc over to the new user


Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.