1. Initial Setup

Changing Your Password

Security note:

1. Never share passwords, API keys, or authentication details with anyone.
2. PropSpace staff will never ask for your password or private keys.
3. If you believe credentials have been exposed, rotate them immediately and contact support@propspace.com.
   

• Log In:

  • Go to 

    https://crm.propspace.com/login

    and log in with your credentials.

• Access Profile Settings:

  • Click on your username in the top right corner and select Update Account Details.

• Change Password:

  • Click on Password and enter the new password.

• Save Changes:

  • Click Save User to update your password.
    
    
    

Creating New Users

• Navigate to User Management:

  • Go to Admin → Users.

• Add New User:

  • Click on the + New User button.
    
    

• Enter User Details:

  • Fill in the user’s details, including name, email, and role.
    

  • Please make sure you are entering the name without any spaces. If you'd like, you can add numbers and mix in alphanumeric characters. However, special characters and spaces are not allowed in the username fields.
    

• Set Permissions:

  • Assign the appropriate permissions based on the user's role.

• Save User:

  • Click Save to create the new user.
    

Setting Up the System to Your Liking

• Customise Watermark:

  • Go to Admin → Profile and scroll down to upload the watermark.
    
    

  • Upload your watermark image and enable the XML Settings → Enable.
    
    

  • To define the watermark position on the listing images; System → Watermark Position.
    
    

• Configure User Permissions:

  • Go to Admin → Users → Manage Roles.

  • Select a role and customise the permissions for different modules and actions. (example screenshot) 
    
    

• System Settings:

  • Go to Admin → Profile.

  • Configure various settings such as email templates, notification preferences, and integrations according to your business needs.
    

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2. Creating and Publishing Properties

Creating a New Listing

• Navigate to Listings:

  • Select Rental or Sales.

• Add New Listing:

  • Click on the Add New Listing button.
    
    
    

• Fill in Property Details:

  • Enter all necessary information such as property type, location, price, and description.

  • Upload images and any relevant documents.

• Save the Listing:

  • Click Save to add the listing to your database.
    
    

Publishing a Listing

• Select the Listing:

  • Go to the Listings screen and select the listing you want to publish.

• Choose Portals:

  • Select the property portals (e.g., Property Finder, Dubizzle, Bayut) where you want to publish the listing.

• Publish:

  • Select Published to make the listing live on the selected portals.

3. How to Register Owners and Leads

Registering Owners

• Navigate to Contacts:

  • Go to the Contacts section from the main menu.

• Add New Contact:

  • Click on the Add New Contact button.

• Enter Owner Details:

  • Fill in the owner’s details including name, contact information, and any relevant notes.

• Save Contact:

  • Click Save to register the owner in the system.
    
    
    

Registering Leads

• Navigate to Leads:

  • Go to the Work section and select Leads.

• Add New Lead:

  • Click on the Add New Lead button.

• Enter Lead Information:

  • Fill in the lead’s details such as name, contact information, and property preferences.

• Assign Lead:

  • Assign the lead to an agent if necessary.

• Save Lead:

  • Click Save to add the lead to your database.

4. Basic Navigation of PropSpace Interface

Dashboard

• The dashboard is your home screen where you can get an overview of your activities, tasks, and important metrics.

Main Menu

• Work: Access your leads, listings, and tasks.

• Contacts: Manage your contacts, including owners and leads.

• Calendar: Schedule and view your appointments and tasks.

• Reports: Generate and view various reports.

• Admin: Customise your PropSpace experience and manage user permissions.

Using the Search Bar

• Quickly search for listings, leads, or contacts by typing keywords in the search bar at the top of the screen.