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).

• Click the square next to search to either Select 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

Please Note: If you are splitting a portfolio between two users, this has to be done manually and you need to change the user's name in the following areas

• Owner Edit Screen - Under the options tab you will need to update the Property manager
• Property Edit Screen - Under the Publish Tab and Options Tab, you will need to update the property manager
• Property Inspections - Each of the property Inspections involved will need to have the primary user updated to the new user.
• Repetitive Charges - Any other charges that are currently set up against these properties will need to have the primary user updated to the new user.

Please Note: If you use the advertising feature, double-check that your user codes for advertising are allocated correctly to the new user. You can adjust this in the user Edit screen.

Reaching out to our support team:

When creating a support request please ensure you have placed as much information as possible to help the support agent to investigate your query. I.e., full contact details, contact number, company name and items regarding the issue you are experiencing. I.e., tenant/owner/supplier/property name, a copy of a report (if possible).

If you require additional assistance, click here to submit a support request or click on the pink/white Help button from within Palace.