Email Trigger To OA On Assigning Property Manager
8 min
Assigning a Property Manager to a property is a critical task in ensuring efficient property oversight and management. An automated email trigger at this step does more than just send a notification-it becomes a powerful tool for improving communication, accountability, and workflow across organization.
Login To Your Account
- From the left-side menu, move through the sections such as My Dashboard, Leasing, Maintenance, Accounting, Reports, Settings, etc.
- Go to Leasing > Properties to view the list of properties.
- Click on the property name (e.g., Andheri Tower) to open the property details page.
- Now the property detail page will open which listed as Owner, Rental Unit, Amenities, Property Manager, Earning, & Maintenance.
Reassign Property Manager
- In the property detail page, scroll to the Property Manager section.
- Click on Property Manager, then select Reassign.
- The Assign Property Manager page will open
From here, you have two options:
- Assign an existing Property Manager
- Create a new Property Manager
Add A New Property Manager
- Click on Add New PM. This will redirect you to the Management page.
- On the Management page, click Add User.
- Fill in all the required user details on the Add User page.
- After clicking on save changes, the new Property Manager will be successfully added to the system.
- Email trigger to Org on Assigning Property Manager.
