Opening the account, creating a branch and inviting the team

Everything in PropOrdo hangs off a company: the company has branches, branches have staff. This lesson builds that skeleton. It takes about ten minutes.

1. Open the company account

On propordo.homes press Try it free and the “Open your company” page appears. Four fields: company name, your full name, email, password. Accept the terms and press Create account. No credit card is asked for; the 14-day trial starts right away.

The company name appears on listing copy and offer documents, so use the name on your sign. You can change it later under Company > Branches & Members, “Company settings”.

2. Define the first branch

After registration the Company Setup screen opens. It first confirms the company or office name and the home city, then asks for the first branch's name and office phone. Even with a single office you need one branch: in PropOrdo every record belongs to a branch. Naming it “Head office” or after the neighbourhood is enough.

When setup finishes you land on the Today screen. It is empty for now; the next lessons fill it.

3. Roles: who sees what

Before inviting anyone, know the three roles:

• Agent: sees and manages their own listings, their own clients and their own files. Sees the branch's appointment calendar.
• Branch manager: sees every record in their branch, reads branch reports, invites staff to the branch.
• Company admin: sees all branches, the subscription, roles and the audit log. The person who opened the account has this role.

Roles are enforced on the server: an agent cannot reach something hidden in the interface by typing its address. You can change a role later from Company > Branches & Members; the change applies immediately.

4. Invite the team

Go to Company > Branches & Members. From the “⋯ More” menu at the top right choose Invite staff. Enter the email address, pick the branch and role, optionally type a staff group (for example “Sales team”) and save.

Two things happen: an invitation email is sent, and you are given an invitation link. If the email does not arrive you can copy the link and send it over WhatsApp; there is a button for that. The invitation is valid for 7 days, and whoever accepts it is added to the branch and role you chose.

The invitee opens the link. Without an account, they enter name, email and password on the “Join by invitation” page and press Join and start. With an existing account, they log in and accept. An invitation is tied to a specific email address; if someone logs in with a different one the screen says so.

Pending invitations are listed on the same screen; if you typed the wrong address, cancel it and send a new one.

5. Protect your own account

The company admin account reaches every piece of the office's data. We recommend turning on two-step verification (TOTP) from the account menu: the password alone is no longer enough, and an app on your phone generates a six-digit code. It takes five minutes and is done once.

Checklist

• Company account open, company name matches the sign.
• At least one branch defined.
• Every agent in the right branch with the right role.
• Two-step verification on for the admin account.

Next lesson: your first property record.