The account-level Property Profile lists every property in your portfolio with its property score on a single page. Use it to compare top, middle and low performing properties at a glance without opening each property one by one.
In this article
- Turning on the account-level Property Profile
- Who can see Property Profiles: the View Property Profiles permission
- The Property Profile navigation button
- Remove Property Profile access from a role
- Reading the account-level Property Profile page
- Sort properties by score or name
- Open a property's individual Property Profile
- Frequently asked questions
What the account-level view shows
The account-level page shows each property's overall property score only. Metric area scores, such as inspections, maintenance and make-ready projects, will be added to the account-level view at a later time.
Turning on the account-level Property Profile
This feature goes to General Access on Sept. 15th and is in Early Access before that date. After Sept. 15th it is turned on automatically for all accounts, and you do not need to take any action.
- To turn it on in Early Access, go to Admin Center > Release Updates > Account Level Property Profile and enable the feature.
Who can see Property Profiles: the View Property Profiles permission
Once the feature is on, access is assigned by role with the Happy Property Maintenance permission View Property Profiles. This permission lets users see the Property Profile button at both the account level and the property level.
The Property Profile navigation button
Users with the View Property Profiles permission see this button.
Remove Property Profile access from a role
-
Open Admin Center > Roles
Go to Admin Center, then Roles. -
Select the role
Select the role you want to change. -
Clear View Property Profiles
Find the View Property Profiles permission and uncheck the box. -
Save the role
Save your changes.Tip
Users may need to log out and back in for the change to take effect.
What changes for that role
Any user with that role can no longer see the navigation button or view the Property Profile pages.
Reading the account-level Property Profile page
The page shows all properties in your portfolio as a list, sorted from highest score to lowest score by default. Each row shows:
- Property name
- Unit count
- Property type
- Address
Sort properties by score or name
Select a column header
Select the Property Score or Properties (property name) column header. The list re-sorts by that column.
Tip
These are the two columns the page can be sorted by.
Open a property's individual Property Profile
Click a property row
Click any property line item. Its individual Property Profile page opens with the scoring breakdown and access to Joy.
Frequently asked questions
Why can't a user see the Property Profile button?
Their role needs the View Property Profiles permission. If it was changed recently, they may need to log out and back in.
Do I need to turn this feature on?
Only during Early Access, through Admin Center > Release Updates. After Sept. 15th it is enabled for everyone automatically.