> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unitefoundation.in/llms.txt
> Use this file to discover all available pages before exploring further.

# PropManager Account Setup: Profile, Team, and Security

> Update your profile, set notification preferences, add team members with the right roles, and secure your account with two-factor authentication.

Before you start adding properties and tenants, take a few minutes to configure your PropManager account. A complete profile ensures your tenants and team members can reach you, your notifications stay relevant, and your account stays secure.

<Warning>
  Keep your contact email and phone number up to date. PropManager uses this information to copy you on tenant communications, payment confirmations, and maintenance alerts. Outdated details mean missed notifications.
</Warning>

## Profile Settings

Your profile controls how PropManager identifies you and how tenants and team members see your contact information.

To update your profile, go to **Settings → Profile**.

| Field             | Description                                                                      |
| ----------------- | -------------------------------------------------------------------------------- |
| **Full name**     | Displayed on lease documents, emails, and tenant portal messages                 |
| **Contact email** | Receives all account notifications and tenant correspondence                     |
| **Phone number**  | Used for SMS alerts (if enabled) and vendor coordination                         |
| **Timezone**      | Ensures due dates, reminders, and timestamps display correctly for your location |

Click **Save Changes** after updating any field.

## Notification Preferences

PropManager can alert you by email whenever key events happen across your properties. Customize which alerts you receive so your inbox stays useful, not noisy.

Navigate to **Settings → Notifications** to manage your preferences.

<Accordion title="Rent Payment Alerts">
  * **Payment received** — notifies you when a tenant completes a rent payment
  * **Payment failed** — alerts you if an ACH transfer or card charge is declined
  * **Late payment** — triggers when a payment passes the due date without being received
  * **Autopay enrolled / cancelled** — confirms when a tenant toggles autopay
</Accordion>

<Accordion title="Maintenance Request Alerts">
  * **New request submitted** — notifies you the moment a tenant opens a work order
  * **Request status updated** — alerts you when a vendor marks a job in-progress or complete
  * **Overdue request** — triggers when an open request has gone unassigned past your SLA threshold
</Accordion>

<Accordion title="Tenant Screening Alerts">
  * **Screening report ready** — notifies you when a background check or credit report finishes processing
  * **Application submitted** — alerts you when a prospective tenant completes their rental application
</Accordion>

Toggle each alert on or off individually, then click **Save Preferences**.

## Team Members

If you manage properties with colleagues or staff, you can invite them to PropManager and assign each person a role that matches their responsibilities.

To add a team member, go to **Settings → Team → Invite Member**. Enter their email address, select a role, and click **Send Invite**. They'll receive an email to create their account and join your workspace.

### Roles and Permissions

<Info>
  Each workspace has exactly one **Owner**. You can have unlimited Managers and Maintenance Staff members depending on your subscription plan.
</Info>

| Role                  | Access Level                                                                                                                                         |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**             | Full access to all settings, billing, properties, tenants, maintenance, and team management                                                          |
| **Manager**           | Can add and edit properties, manage tenants and leases, configure rent collection, and run screening reports — no access to billing or team settings |
| **Maintenance Staff** | Can view and update maintenance requests and communicate with vendors — no access to tenant financials, screening, or account settings               |

To change a team member's role, open **Settings → Team**, click the member's name, select a new role from the dropdown, and click **Update Role**. To remove a member, click **Remove from Workspace**.

## Security

Protecting your account keeps sensitive tenant data — including credit reports and payment information — safe.

### Change Your Password

1. Go to **Settings → Security**.
2. Click **Change Password**.
3. Enter your current password, then enter and confirm your new password.
4. Click **Update Password**.

Choose a password that is at least 12 characters long and includes a mix of uppercase letters, lowercase letters, numbers, and symbols.

### Enable Two-Factor Authentication (2FA)

Two-factor authentication adds a second layer of protection to your login. PropManager supports authenticator apps such as Google Authenticator, Authy, and 1Password.

<Steps>
  <Step title="Open Security settings">
    Go to **Settings → Security** and click **Enable Two-Factor Authentication**.
  </Step>

  <Step title="Scan the QR code">
    Open your authenticator app and scan the QR code displayed on screen. If you can't scan it, click **Enter code manually** to copy the setup key into your app instead.
  </Step>

  <Step title="Enter the verification code">
    Your authenticator app will generate a six-digit code. Enter it in the **Verification Code** field on PropManager and click **Confirm**.
  </Step>

  <Step title="Save your backup codes">
    PropManager will display a set of one-time backup codes. Save these somewhere secure (a password manager is ideal). You can use a backup code to access your account if you ever lose your authenticator device.
  </Step>
</Steps>

Once 2FA is enabled, you'll be prompted for a verification code each time you sign in from a new device or browser.

<Tip>
  If you manage a team, consider making 2FA mandatory for all members. Contact PropManager support to enforce 2FA across your entire workspace.
</Tip>