Regional Property Manager

• Go to your Platmetrix site and open the operator app (the Client login link, or propiq.html).
• Type your email and password.
• Press Sign in.

Checks your credentials and opens your workspace showing only the properties and tools your role allows. Your session stays signed in on that device until you sign out.

You need an account created by your administrator. If you were invited by email, open that invite first and set a password. Forgotten password or no access to a property — your administrator resolves both.

• On the portfolio page, click a property card.
• The module grid opens — one tile per area of the property.

Loads that property's live data and shows the modules you have access to. A small badge on each tile gives a quick status (e.g. balance due, open tickets).

You only see properties you've been granted access to. If a property is missing, ask for access.

• Open the property → Banking & payouts.
• Click Set up banking with Stripe.
• On the secure page, enter the business info and the property's bank account (routing + account number).
• Finish and return to Platmetrix.

Creates a dedicated payments account for this property and hands you to the processor's secure page to enter bank details. Platmetrix never sees or stores account or routing numbers — only whether the account is verified.

You must have Edit on the property, and be a Regional Manager or admin. The actual bank details are entered on the secure page, by you. It isn't active until verification completes — come back and refresh.

• Back in Banking & payouts, click Refresh status.

Re-checks the account and updates the status — Not set up → Setup in progress → Payouts active. When it reads Payouts active, residents' rent deposits to this property's account automatically.

Verification can be instant or take a short time. If it stays 'in progress,' the processor may need more information — finish any outstanding items on their secure page.

• Open Reconciliation on the property.
• Watch In transit and Processing fees.

Shows collected rent versus what's actually been deposited, so you can spot money that's stuck.

'In transit' clearing slowly is normal (payout schedule). If it never clears, confirm banking status is Payouts active, not stuck in onboarding.

• Open the property → Admin.
• In Assign staff to a property, pick a user, a property, and a role.
• Click Assign & apply rights.

Grants that person the role's standard access on that property in one click, so they can start working immediately.

You can assign only on-site roles (Property Manager, Assistant PM, Leasing Rep, Maintenance Supervisor/Technician) on your own properties, up to PropIQ Edit / AssetIQ View. Senior/portfolio roles and creating properties are a System Administrator function.

Assigning staff emails the person that they’ve been given access to the property, scoped to the role you picked; new users get sign-in details.

• In Admin, click Manage on a user.
• Set their level per property for PropIQ and AssetIQ (None / View / Edit).
• Or click Apply role defaults to reset to the role's standard.

Changes exactly what that person can see or edit on each of your properties, taking effect immediately.

You can't grant more than your own cap (AssetIQ tops out at View for your assignments). If someone needs broader rights, escalate to an administrator.

Changing someone’s access emails them a brief notice of what changed; the change itself takes effect immediately.