Organisation Admin Guide

Manage your buyers agency or property advisory firm within PropZy — invite clients, oversee billing, and customise branding.

Agency Partnership Program

PropZy's organisation features are designed for buyers agencies and property advisory firms that want to provide their clients with a professional portfolio management experience. As an organisation admin, you can invite clients, manage their access, and oversee billing — all from a single dashboard.

The partnership program lets you offer PropZy to your clients under your own branding, with visibility into their portfolios and budgets to support your advisory services.

What You Can Do as an Org Admin

Organisation administrators have access to a dedicated set of management tools:

• Set up your organisation — configure business details and billing through a guided wizard
• Invite clients — send email invitations and track their status
• Manage clients — view client portfolios and budget data with their consent
• Handle billing — manage per-client subscriptions through Stripe
• Add admins — invite additional team members as organisation administrators
• Customise branding — set your organisation's profile and branding

Explore Org Admin Features

What's Next?

Start by setting up your organisation:

Organisation Setup →