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
- 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.
- Tick to select All
- Just select the ones you want
- Then click on Save changes. This will move all properties and inspections etc over to the new user