Effective tenant compliance management is crucial for property managers to ensure smooth operations and maintain regulatory standards. A key aspect of this process is setting up proper notification systems to keep all relevant parties informed and engaged. This guide outlines the key steps to configure Tenant Compliance notifications in Prism, covering the following topics:
- Creating and configuring notification roles
- Enabling the Tenant Compliance module notifications
- Selecting available tenant compliance event notifications
- Saving role configurations
- Linking roles to users at the property level
- Overriding default notifications at the property level
To receive notifications for tenant compliance, you will need to create a role.
If this is your first time setting up notifications, please refer to the Configuring Notifications in Prism
1. Click on Admin > Roles to review existing notification roles.
2. Click on the blue name of the desired notification role (default or custom) to access its settings.
3. Ensure the toggle to the left for the Tenant Compliance module is blue (enabled)
4. Under Event Notifications, check the boxes for events for which you want to trigger notifications. Below are descriptions of our available tenant compliance events:
TC task Ready for review: A tenant compliance task has been submitted for review.
TC Task Overdue: Any time a tenant compliance task passes its due date.
TC Task Approved: Any time a tenant compliance task is approved.
TC Task Declined: Any time a tenant compliance task is declined.
TC Task Due Soon: A reminder that a tenant compliance task is due soon.
TC Task New: A tenant compliance task has been created and requires review.
TC Task Open: A tenant compliance task status has been changed to open and is being reviewed.
TC Task Added Comment: Any time a comment is made on a tenant compliance task.
5. Click "Save Role" afterward to ensure the changes are saved.
6. When configuring a custom role, link it to a user at the property level using one of two methods:
From the property grid:
Check the box to the left of the Property or Properties you wish to add the User/Role. Once at least one Property has been selected, buttons will appear at the top of the Grid. Click Add Contacts and choose the appropriate Role and Contact(s). Then, click Save.
From the property information page:
To link the Role to a Property from within the Property's page, click the name of the chosen Property from the Property Grid. Navigate to the Contacts tab and click Add Contact.
A new window will pop up. Select the Role and Contact(s) from the dropdown menus. Then, click Add Role.
Notification Roles can be overridden at the Property level. Within My Properties, select a Property. Navigate to the Notifications tab, and check the box next to "Override default notification configuration from management company." From here, edits can be made by clicking the dropdown menu. Once an edit has been made, the change is automatically saved.
If you experience notification issues, refer to our Comprehensive Guide to Troubleshooting Notification Issues in Prism