Navigating the App

Proprietas has one consistent shell across every authenticated page: a sidebar on the left, a header across the top of each page, and the page canvas in the middle. Once you know those three, you know where everything is.

​

The Sidebar

From top to bottom, the sidebar holds:

1. The workspace menu, showing the site you’re scoped to (or All Sites).
2. A search field. Click it to open universal search (Cmd K).
3. Home, Chat and Inbox. Home shows the page list below. Chat lists your assistant chats. Inbox shows your recent notifications and documents to review.
4. The page list, grouped the way estates teams work:

5. Your account menu, at the very bottom. See Your Account Menu.

Entries show a count badge when something needs attention: overdue compliance, open issues, open work orders, overdue rent, pending join requests. A badge only appears when there’s something to act on. You can collapse groups and reorder items for your own workspace. Settings stays pinned.

​

Sites and Units

A Site is a building or location you’re responsible for. A Unit is a leasable space inside a multi-unit site, such as a floor or a shop. The sidebar entry is Sites. See Sites & scope.

​

Site Scope

Proprietas is portfolio-wide by default. Pick a site from the workspace menu at the top of the sidebar, or from the first item in the page header, and the whole app narrows to it: every list, every status, every report. Your choice persists across reloads, so you can work inside one site for as long as you need, then choose All Sites to go back to the whole portfolio. The page header shows the site’s name while a scope is active.

​

Your Account Menu

Click your name at the bottom of the sidebar to open the account menu:

• Settings
• Members
• Billing
• Give Feedback
• Get Help, which opens these docs
• Sign Out

Next to your name, a button links to the desktop app download. It’s hidden when you’re already in the desktop app.

​

The Inbox

Notifications and documents waiting for review share one Inbox. Open it from the Inbox icon in the sidebar.

​

Calendar

Calendar (under Operations) is the in-app month view for compliance deadlines, lease breaks and reviews, rent, and scheduled work, colour-coded by overdue, due soon and upcoming. To mirror those dates into Apple, Google or Outlook, see Calendar sync.

​

Lists and Data Grids

The high-volume surfaces, Issues, Work Orders and Assets, are spreadsheet-style data grids. They share one toolbar (filter, sort, search and saved views), keep their header and toolbar frozen while the rows scroll, and support inline edit and keyboard navigation (see Keyboard shortcuts). Universal search and the assistant can drop you straight into one of these grids pre-filtered to the rows you asked for. The Issues and Work Orders grids end with a + New Issue or + New Work Order row, so you can add a record without leaving the list. See Logging an Issue Yourself.

​

The Side Panel

Click a row and the record opens in a side panel beside the list, so the list stays in view. The panel’s header shows the record’s name and type, with two buttons:

​

Settings

Everything administrative lives under Settings: your account, organisation profile, members and invitations, single sign-on and verified domains, billing and AI usage, calendar subscriptions, MCP connectors, and notification preferences. Admin-only sections are clearly marked and hidden from non-admins. Settings also links to the Audit Log. Settings opens as a panel over the dashboard. Each panel has its own link, so you can bookmark it or send it to a colleague: /settings/<panel> opens that panel. For example: An unrecognised panel name opens Your Account.