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Kallen Serbo
Updated

Managing Properties in the Property Provisioning Portal

Kallen Serbo
Updated

Overview

The Property Provisioning Portal allows you to easily add and remove properties for your HappyCo account.

Requirements

To access the Property Provisioning Portal and manage properties, you must have the Account Administrator role.

Key Concepts

When managing your account in the Property Provisioning Portal, your properties are organized into the following categories:

  • Active Properties: Properties that have been successfully linked between your PM software and your HappyCo account. These properties are live in your account and are actively billed.
  • Upcoming Properties: Properties that have been added but are not yet ready to be activated. These will not appear in your account, and you will not be charged for them, until the date listed in the Activates On column.
  • Deactivated Properties: Properties that are no longer linked between your PM software and your HappyCo account. To ensure you are no longer charged for a property while continuing to use HappyCo for your remaining properties, an administrator can deactivate it in the portal.

Steps

Adding a New Property

  1. Log into Manage.
  2. Click the drop-down menu beside Dashboard.
  3. Select Property Provisioning Portal.
  4. Click the Add Property button.
  5. Fill out the property details in the form.
  6. Click the Submit Order button at the bottom of the form.

Removing a Property

  1. Select Property Provisioning Portal.
  2. Select the property you want to deactivate.
  3. On the property detail page, click Deactivate Property at the bottom right.⁠⁠​
  4. Choose the deactivation date of preference.
The property moves into a pending deactivation state; it is not fully removed immediately. HappyCo then completes the final step on the deactivation day.⁠

Note: Our team will reach out to you if we have any questions regarding your submission!
 

Troubleshooting

  • Problem: Unable to access the Property Provisioning Portal to add a new property.
  • Cause: Insufficient permissions or incorrect navigation.
  • Resolution: First, check that you have the necessary Account Administrator permissions. If you do, try accessing the portal by navigating to the Properties section and looking for the Provisioning option. If you still cannot access the portal, contact the support team for further assistance.

FAQs

What if I don't have the Property Provisioning Portal enabled?

If you are an Administrator for your HappyCo account and currently use a PM software, but do not have the Property Provisioning Portal enabled, please reach out to your HappyCo Customer Success Manager.

Further Reading

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