PropertyIQ Portal

Everything you need to know about the PropertyIQ portal including how to configure your preferences in PropertyIQ and the portal, how to register lot owners and council/committee members and how your clients view and use the portal.

Here are some helpful documents that show you in detail how to configure your PropertyIQ instance; how to administer the portal; and the portal from an end user’s perspective.

We recommend you read these guides before getting started with the portal.

You might also want to send a letter like this example to your lot owners to let them know the portal is coming

Self-servicing delivery preferences in real-time

We've launched a new feature that makes it easier for owners and committee members to manage their delivery preferences in real time. In this article, we'll walk you through how to enable and monitor this feature for your clients in PropertyIQ.

[Learn more](/content/resources/propertyiq-portal/delivery-preferences.html "Learn more"/index.html)

Lot owner and committee/council member’s view of the portal (7 mins)

  • The portal from a lot owner and committee/council member’s perspective.

Step 1 – Getting ready for the portal (2 mins)

Recommended steps before you implement the portal

  • Permissions required to administer the portal
  • Document types
  • Last settled date
  • Email addresses

Step 2 – Introduction to the portal (1.5 mins)

  • Overview of portal functions in PropertyIQ
  • Logging in to the portal
  • Overview of portal functions in the portal

Step 3 – How to link lot owners (1.5 mins)

  • How to link lot owners so the same details appear on each linked lot card
  • How to unlink lot owners

Step 4 – Setting your portal documentation preferences in PropertyIQ (2 mins)

  • How to configure which documents you want your lot owners and committee/council members to view.

Step 5 – Financial report configuration in PropertyIQ for the portal (1 min)

  • How to configure financial reports for lot owners and committee/council members to request from the portal

Step 6 – Registration and maintenance of owner and committee/council member accounts in PropertyIQ (4 mins)

  • Registering lot owners
  • Maintaining and de-registering lot owners
  • Registering committee/council members
  • Maintaining and de-registering committee/council members

Step 7 – Portal company details page (1 min)

  • Viewing global and folio company details
  • Adding a main contact

Step 8 – Portal configuration page (2 mins)

How to configure:

  • General preferences
  • Owner preferences
  • Committee preferences

Portal buildings page (1 min)

  • Search options
  • Export building data

Portal Users page (2 mins)

  • Viewing pending and active users
  • Resend pending invitations
  • Export user data
  • Login as user

Portal History page (2 mins)

  • Portal sync history
  • Export sync history
  • Portal audit trail
  • Export audit trail

How to process a change of owner (2 mins)

  • Steps to process a change of owner from the lot owners screen
  • Trigger a new portal account from the lot owners screen

Contact Us

Email: support@propertyiq.com.au
(preferred)

Sales enquiries

Email: sales@propertyiq.com.au

Customer support

Phone: 1300 793 151

Contact hours: Monday to Friday (excluding public holidays), 9am to 5pm (Sydney time)

About PropertyIQ

Our cloud technology platform improves real-time decision making, allowing greater insight, efficiency, profitability and professionalism. It's the new benchmark in strata management.