# 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.

- [Portal Guide for Strata Managers](/content/assets/propertyiq/documents/Portal-Guide-for-Strata-Managers.pdf)
- [Portal Guide for Users](/content/assets/propertyiq/documents/Portal-Guide-for-Users.pdf)
- [Portal Helpful Tips and FAQs](/content/assets/propertyiq/documents/Portal-Helpful-tips-and-FAQs.pdf)

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

You might also want to send a letter [like this example](/content/assets/propertyiq/documents/portal-invitation-letter.docx) 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](mailto:support@propertyiq.com.au)  
_(preferred)_

### Sales enquiries

Email: [sales@propertyiq.com.au](mailto:sales@propertyiq.com.au)

### Customer support

Phone: [1300 793 151](tel:1300793151)

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.