The Sidebar
The left sidebar is grouped by what you do — compliance, leases, facilities, documents, members. Entries show a count badge when something needs attention: overdue compliance items, open issues, unassigned work orders, pending document intake. A badge is a nudge, not noise — it only appears when there’s something to act on.Property Scope
The single most important control is the property switcher in the topbar. Proprietas is portfolio-wide by default, but pick a property and the whole app narrows to it — every list, every status, every report now shows just that property. Your choice persists across reloads, so you can work inside one site for as long as you need, then clear it to go back to the whole portfolio.When you see a number that surprises you, check the property scope first — you may be looking at one site rather than the whole portfolio, or vice versa.
The Topbar
The topbar carries the property switcher, universal search, the assistant, and your notifications bell. Notifications cover the things that can’t wait for you to go looking — a compliance deadline approaching, a new issue reported, a member requesting access.Settings
Everything administrative lives under Settings, opened from the sidebar: your organisation profile, members and invitations, single sign-on and verified domains, billing and AI usage, and notification preferences. Admin-only sections are clearly marked and hidden from non-admins.Universal search
Jump anywhere with Cmd K.
The assistant
Ask your portfolio anything.