FAQ

Using the Administration Console on the Propy Platform

Propy will set up your company account or “organization” before we launch your platform. Those granted admin privileges can manage and add users by clicking the gear or Settings icon in the main menu and then the “Administration” and “Users” buttons.

The brokerage admin has two options to add agent users in bulk: 1) with an “Invitation Link” they paste into an email; or 2) add each agent manually. For security, the admin confirms the response to the bulk request to join the organization. Manually added users do not require admin’s confirmation.

Choose to let users add their own contact info by using the “Invitation Link” on the User Management screen available to Admins. This works well to invite multiple users by including the link in an email. Or manually add users. See both options.

Manually Add a User

Click “Add User,” complete their contact info, specifying a role the user plays from a drop down list, the office they’re in (which would have been set up for your organization). Check the box if the user has rights to audit documents or if they’re a listing coordinator with admin rights. It’s quick and easy to add an assistant user with admin rights.

They will receive an email notification that they’ve been added to the Propy Platform,  “All your transactions will now be visible to the company’s administrator,” with a link to “Proceed” that takes them onto the platform.

We do not allow deleting users, since there will be historical records on blockchain that relate to the past users. You may “suspend” users.

New users’ first step is to navigate to Profile/General Settings and then click “Convert to Agent” and complete all required fields in their profile and click “Save Changes.” We verify phone numbers with a text notification.

Inviting with a Link

The fastest way to add users is to send the unique link to your organization’s (or branch office) registration page is through your own email. Look for “Organization’s Invite Link” on the “Add User” screen and click the “Copy” icon to paste into an email to invite participants at your company or team.

Suspending a User

You may edit users by clicking their name, and “Suspend” a user (vs remove) by clicking the three dots on the right to select “Suspend” or “Reactivate.” The user will not be notified unless they’ve been reactivated. To remove a user completely, please send an email to support@propy.com.