Properties: management companies, properties, corporations

How the property hierarchy is organized and edited.

admin· Updated 2026-05-09Open in app

Overview

Three levels: a Management company (PMC) operates one or more Properties (buildings); each property is owned by a Corporation. Users, roles, and most settings attach at the property level.

Who uses this

Administrators only.

Open the feature

Administration → Properties.

Step-by-step

  1. Open Management companies to add or edit the PMC profile.
  2. Open Properties to add a new building (address, units, hours, branding).
  3. Open Corporations to record the legal owner and link the property to it.
  4. Assign managers and concierge teams to the property.

Settings & permissions

Only administrators can change the hierarchy.

Multi-building tips

Move a property between PMCs without losing history.

Notifications

Affected managers are notified when their assignment changes.

Reports & exports

Portfolio report by PMC and by corporation.

Troubleshooting

  • Can't delete a property. Deactivate instead — deletion would orphan history.

FAQ

Can two PMCs co-manage one building? Yes — assign both with scoped roles.

Glossary

  • PMC — Property Management Company.

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