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.

You can select just some of the portfolio to move as well


  1. To move all the properties - go to System settings - last tab is called Tools. In there you will find 
  2. 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.
  3. User_change_over.png
  4. Tick to select All
  5. OR
  6. Just select the ones you want
  7. Then click on  Save changes. This will move all properties and inspections etc over to the new user


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