ADMIN ONLY: You must be an Admin to make property adjustments. You can tell if you have Admin privileges because you will have the Company menu option in your profile. If you are not an Admin, please have an Admin for your account contact support@sitecompli.com.
This guide goes over how add new properties and how to make changes to existing properties in your portfolio including changing a property's name, adding unit numbers to the property, adding and removing users to the property, and how to remove a property from your portfolio.
Overview
- Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner and Click Properties
- Click New Property
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Address:
- Enter the property’s address into the search box and verify that all the fields have been populated correctly.
Please note, it may take a moment for the DOB, HPD, and DOF municipal data to populate. Do not proceed until these sections have loaded.
If a section doesn't pull data, please click the Refresh button to reload the municipal data.
- Enter the property’s address into the search box and verify that all the fields have been populated correctly.
- Click Next
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Verification:
- Review the property information
- Click Next
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Info:
- Optional: Enter the building's units individually in the Units List. Separate each unit by a comma or a space
- Click Next
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Users:
- Link users that need to be attached to this property by selecting them from the drop-down menu
- Add Building Staff members that are associated with the property
- Click Next
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Confirm:
- Check the box that confirms you would like the property added to your account
- Click Add Property
Change a Property's Name
You can change the name of your properties to match how your organization identifies the building. To change a property's name:
- Click the circular icon (the one that contains your initials or your picture) in the upper
- Click Properties
- Select the property from the scrolling list
- Click the Property Info tab
- Edit the name of the property
- Click Save Changes
Add Units to a Property
You can add units and other areas to your property so you can assign work to specific locations within your buildings. To add units:
- Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
- Click Properties
- Select the property from the list
- Click the Units & Areas tab
- Add the individual unit numbers in the Rentable Units field. Press Enter after each unit number to add them to the list of units for the property
- Click Save Changes
Add Users to a Property
Adding a User to a property allows that User to have access to all compliance information associated with that property. To add a User to a property:
- Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
- Click Properties
- Select the property from the menu on the left
- Click User & Alerts tab
- Click Link User
- Select the user from the drop-down list
- Click Add
Remove Users from a Property
Removing a User from a property means that the User will no longer have access to compliance information associated with that property. To remove a User from a property:
- Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
- Click Properties
- Select the property from the scrolling list on the left
- Click the Users & Alerts tab
- Click the remove user icon
- Click OK
Remove Properties
SiteCompli requires a written request to remove properties from an organization's portfolio. You can request properties to be removed from your account by emailing support@sitecompli.com.